Emsteel Building Materials Pjsc · ADX:EMSTEEL
Emsteel Building Materials Pjsc — Emirates Steel Arkan — Investor Presentation (November 2022)
24 slides from Emsteel Building Materials Pjsc's investor presentation, November 2022
Slide 1: Investor Presentation November 2022
AA uLSyi uIjLowI a2 emirates steel arkan INVESTOR PRESENTATION November 2022
Slide 2: Disclaimer
These materials have been prepared by Emirates Steel Arkan not constitute an offer to sell, a solicitation of an offer to buy or (“ESA” or the “Company”). The Company relies on information an offer to purchase any securities. obtained from sources believed to be reliable, no representation, This pre
Slide 3: Table of Contents
TABLE OF CONTENTS Key Facts 4 Merger Recap. ---------------------------2--------0sosoesnneeeneen 5 Our Business | -------2----2-2-2------2--------- ee 9 Key Markets 14 Board And Executive Committee ----------- 16 Financial Highlights wrvnnennnnes 19 LAS CO. Oi) 5 22 eilSy! CayLowt 42a emirates steel
Slide 4: Key Facts
Total steel 12% in production Abu Dhabi’s capacity: 3.5 manufacturing Traded AED 12 bn in million tons output on ADX: total assets annually EMSTEEL Exports to Total cement 70 markets production capacity: 5.7 million tons annually 9M22 Market CAP 12.5% Revenue of AED 12.2 bn* AED 7.12 bn 3000+ Daily
Slide 5: Merger Recap
Lyi CayLowI 229 emirates steel arkan MERGER RECAP > ll emirates steel yLSyi CaljLoJI aaa emirates steel arkan
Slide 6: Emirates Steel and Arkan merged to create UAE's largest listed steel group
In October 2021,Emirates Steel and Arkan merged to create the UAE’s largest listed steel and building materials group with potential for growth internationally. The Group leverages cutting-edge rolling mill technologies to supply the domestic and international markets with high quality finished stee
Slide 7: Company history and merger timeline
• listed on ADX inception • ACF* construction starts Dry Mortar Operation Starts operation starts General Assembly Held the 1st annual general assembly approves merger meeting for the combined group 2007 2012 2015 2006 Q2 Q3 Q4 Q1 Q2 2021 2021 2021 2022 2022 2006 2012 Emirates Steel Transaction clos
Slide 8: Our Business
Lyi CayLowI 229 emirates steel arkan OUR BUSINESS Va
Slide 9: Steel and building materials products and capacities
A leading producer of A prominent wire rod The largest producer of The only producer of Rebar in Coils provides high-quality rebar with a producer in the GCC with heavy and jumbo sections hot rolled sheet piles in greater efficiencies and production capacity of a production capacity of in the GCC wi
Slide 10: Steel production process and capacities
01 03 02 04 Three Direct Reduction Plants with Three Steel Making Plants with a Heavy Section Mill, Three Rebar a capacity of 4.2 MTPA capacity of 3.6 MTPA Mills and a Wire Rod Mill IRON OXIDE DIRECT REDUCTION STEEL BILLETS BEAM BLANKS PELLETS IRON with a capacity of 1.0 Mt with a capacity of 2.0 Mt
Slide 11: Cement production process
01 RAW 03 LIMESTONE GRINDING & GRINDING, BURNING STORAGE, QUARRY PACKING, DISPATCH 02 1. EXTRACTION : 1. RAW GRINDING : 1. GRINDING : The raw materials used to manufacture The raw materials are very finely ground The clinker and the gypsum are very finely ground cement (limestone and clay). to produ
Slide 12: Landmark projects supplied
Burj Khalifa Sheikh Zayed Bridge Dubai Metro Khalifa Port Suez Canal Fulham Football Ground Louvre Abu Dhabi Yas Island Emirates Palace Ferrari World AD International Airport Guggenheim Museum 12
Slide 13: Key Markets
Lyi CayLowI 229 emirates steel arkan KEY | MARKETS
Slide 14: Domestic and export markets
The Group supplies an incomparable range of products within the UAE and to export markets including Europe, America, Asia, Middle East and North Africa.. Domestic steel sales account for The Group exports 55% of total steel products to volumes. Steel export sales more than 70 account for countries.
Slide 15: Board and Executive Committee
Lyi CayLowI 229 emirates steel arkan BOARD AND EXECUTIVE COMMITTEE —w,
Slide 16: Board members
Hamad Abdulla Jamal Salem Eng. Saeed Mohamed Al Dhaheri Ghumran Nabeel AlShorafa Alhammadi Alremeithi Qadir • Alhammadi brings a wealth of expertise in the • Al Dhaheri has more than 25 years of experience • Alremeithi has extensive experience spanning • Qadir is a seasoned investment professional w
Slide 17: Executive committee
Eng. Saeed Stephen Eng. Abdelaziz Jasem Mohamed Al Ghumran J Pope Asad Khateri Alremeithi • Alremeithi has a vast experience spanning over 20 • Pope brings a wealth of experience spanning 37 • Asad is the General Manager of Arkan. He served • Al Khateri brings 21 years of professional years in the s
Slide 18: Financial Highlights
ulLsi =aytoul uaa emirates steel arkan FINANCIAL HIGHLIGHTS /
Slide 19: 9M 2022 results by segment
On a stand-alone basis, the building materials business amid pro-active 9M 2022 Cement Pipes marketing campaigns, higher prices and AED million Steel Total enhancements to the Group’s low-cost Group results and Blocks and Others production base has demonstrated a 6,445 544 134 7,123 9M 2022 Net Prof
Slide 20: Pro-forma and reported financial results; net debt reduction
Group pro-forma Financial Results, 3Q21 and 9M21 numbers including pre-merger Emirates Steel performance AED, million 3Q22 3Q21 Change, % 9M22 9M21 Change, % 2,510 1,944 29% 7,123 6,199 15% 269 83 224% 863 369 134% 103 (79) n/a 383 (119) n/a Group Reported Financial Results, 3Q21 and 9M21 numbers in
Slide 21: ESG & CSR
Lyi CayLowI 229 emirates steel arkan ESG & CSR a
Slide 22: World's first steel company to capture its CO2 emissions
• The world’s first steel company to capture its CO2 emissions • 50% of CO2 generated from Direct Reduction Plants was captured in 2021 • Operating extremely low carbon footprint production facilities based on direct- reduction iron (DRI) • Operating Steel Scrap Shredding Facility to reduce metal wa
Slide 23: Talent, Emiratisation and community programmes
Unique model: hire the right talent, including those without deep knowledge of the local steel market, and seamlessly manage the knowledge transfer and embed them in the sector. We have a high rate of Emiratisation We cooperate with renowned educational institutions such as Khalifa University, Abu D
Slide 24: Investor Relations
Investor Relations: Gleb Diachkov-Gertcev Head of Investor Relations ir@emiratessteel.com
Emirates Steel Arkan — Investor Presentation (November 2022) on 6ix