Outokumpu Oyj · OMXHEX:OUT1V
Outokumpu Oyj — Corporate Update (June 2025)
25 slides from Outokumpu Oyj's corporate update, Jun 12, 2025
Slide 1: Outokumpu Avesta Site Visit
OUTOKUMPU AVESTA SITE VISIT June 12, 2025
Slide 2: Disclaimer
DISCLAIMER This presentation contains, or may be deemed to contain, statements that are not historical facts but forward-looking statements. Such forward-looking statements are based on the current plans, estimates and expectations of Outokumpu’s management based on information available to it on th
Slide 3: Advanced Materials Targeting Accelerated Growth
ADVANCED MATERIALS TARGETING ACCELERATED GROWTH Rolf Schencking, President BL Advanced Materials
Slide 4: Solid Presence – Network of Specialty Mills
4 SOLID PRESENCE – NETWORK OF SPECIALTY MILLS Avesta* Degerfors Dillenburg Nyby Headquarters in Helsinki, Finland Integrated melt shop, hot and cold rolling Other mills Mine Service centers * R&D centers
Slide 5: Asset Allocation According to Specialty Capabilities
5 ASSET ALLOCATION ACCORDING TO SPECIALTY CAPABILITIES ASSET TYPE STANDARD PRODUCTS SPECIALTY PRODUCTS COIL MILLS Tornio Krefeld Terneuzen Avesta Nyby1 Dillenburg2 Tornio hot end cold end CR Avesta hot end cold end Prefab, Degerfors (plate) Pressplate OTHER MILLS Powder Krefeld – standalone producti
Slide 6: Advanced Materials Offers Improved Profitability
6 ADVANCED MATERIALS OFFERS IMPROVED PROFITABILITY Portfolio Profit formula Sales Organization IT-Systems/Metrics
Slide 7: Current Portfolio Is Already Wide
7 CURRENT PORTFOLIO IS ALREADY WIDE ADVANCED MATERIALS OFFERINGS: Quarto Plate, Prec. Strip, Press Plate, Powder & Special application products ADVANCED MATERIALS OFFERINGS: Hot and cold rolled coil products Quarto Plate, Prefab, Press Plate Precision Strip, Powder Hot rolled black coil Hot rolled w
Slide 8: Evaluating Strategic Growth Options
8 EVALUATING STRATEGIC GROWTH OPTIONS +M&A & PARTNERING +ORGANIC GROWTH +VALUE CREATION PLAN CURRENT BUSINESS low mid high low mid high low mid high Base scenario Increasing underlying Business model Boosting Advanced resilience over the cycle developments Materials to develop into via Value Creatio
Slide 9: Outokumpu Is Very Well Positioned to Access Markets of High-Nickel Alloys
9 OUTOKUMPU IS VERY WELL POSITIONED TO ACCESS MARKETS OF HIGH-NICKEL ALLOYS High-nickel alloys with attractive pockets of growth 5.5-12% The growth areas are chemical and process industries, energy, oil & gas, electrical & electronics and defense Feasibility study about investing in melt shop – To a
Slide 10: Outokumpu Is Very Well Positioned to Access Markets of High-Nickel Alloys
10 OUTOKUMPU IS VERY WELL POSITIONED TO ACCESS MARKETS OF HIGH-NICKEL ALLOYS ENERGY ELECTRICAL & OIL & GAS DEFENCE OTHER ELECTRONICS INDUSTRY TYPICAL Filter systems Heating elements Tubes & umbilical Armor systems & CFRP mold making APPLICATIONS Heat exchanger Transformers Heat exchanger casings Exh
Slide 11: Why Avesta?
POWERFUL HOT- UNIQUE ASSET BASE ROLLING CAPABILITIES LONG TRADITION OF WIDE AND HEAVY ADVANCED MATERIALS WHY AVESTA? COILS (2 M WIDE) PRODUCTION STRONG LEGACY OF WIDE AND THICK INNOVATION PLATES AND SHEETS LIMITED INVESTMENTS REQUIRED INTO MELT SHOP
Slide 12: Focused Sales Strategy to Support Growth
FOCUSED SALES STRATEGY TO SUPPORT GROWTH Britta Warnke, SVP Commercial Director
Slide 13: Advanced Materials Are Efficient, Long Lasting and Recyclable
13 ADVANCED MATERIALS ARE EFFICIENT, LONG LASTING AND RECYCLABLE … CORROSION HEAT HIGH HYGIENIC RESISTANT RESISTANCE STRENGTH MATERIAL AESTHETIC COST SUSTAINABLE MATERIAL EFFICIENCY MATERIAL
Slide 14: … And They Are Everywhere for Almost Every Need
14 … AND THEY ARE EVERYWHERE FOR ALMOST EVERY NEED ENERGY CHEMICAL HEATING, COOLING & OIL & GAS PULP & PAPER INDUSTRIES VENTILATION ARCHITECTURE, AUTOMOTIVE & CATERING, FOOD & HOME BUILDING & TRANSPORTATION BEVERAGE APPLIANCES INFRASTRUCTURE
Slide 15: Our Customers Across Industries Are Using Our Advanced Materials
15 OUR CUSTOMERS ACROSS INDUSTRIES ARE USING OUR ADVANCED MATERIALS ACROSS MANY DIFFERENT APPLICATIONS CHEMICAL INDUSTRIES SULFURIC ACID TANK Outokumpu’s Forta DX2507 enables weight saving of 11% compared to the alternative Ultra 904L FORTA DUPLEX & OTHER HIGH STRENGTH
Slide 16: Focused Sales Strategy Around Innovation and Differentiation
16 FOCUSED SALES STRATEGY AROUND INNOVATION AND DIFFERENTIATION Disproportionate focus on Key enablers Strategic segments with high Continuous customer and demand and potential for market-driven innovation specialized products or services for demanding environments Deep customer and (Mobility & Urba
Slide 17: Q&A
Q&A
Slide 18: Avesta 100 Years – Ready for Tomorrow
AVESTA 100 YEARS – READY FOR TOMORROW Christian Dufhaus, SVP Head of Operations
Slide 19: Avesta Works – Over 100 Years of Experience
19 AVESTA WORKS – OVER 100 YEARS OF EXPERIENCE 1900s–1910s 1920s–1930s 1970s–1980s 1990s 2000s 2024 1905: Axel Johnsson 1924: The first 1984: Avesta AB is 1992: Avesta AB and 2001: Avesta Polarit is Outokumpu Avesta buys the Iron Works Cr-steel is produced created by a merger British Steel Stainle
Slide 20: > 65 countries > 1300 customers
20 ONE OF THE CORE VALUE CREATION ENGINES FOR OUTOKUMPU Sold globally to Fully integrated mill ISO 9001, ISO 14001 & >65 countries ISO 45001** >1300 customers ISO/IEC 17025*** Production capacity (kTons) Melt Shop: 500 Hot rolling mill: 900 Cold rolling mill: 160 Customized designs (# of variations)
Slide 21: Site visits
Site visits Raw material Yard KBR: Finishing Melt Shop KBR: L76 & Cold Rolling Prefab Hot Rolling Mill KBR - Dispatch Press Plate
Slide 22: Our Streamlined Process
OUR STREAMLINED PROCESS The Process outokumpu (@)
Slide 23: Cost Efficient Fabrication and Application Design Enable Range of Product Dimensions and Properties
23 COST EFFICIENT FABRICATION AND APPLICATION DESIGN ENABLE RANGE OF PRODUCT DIMENSIONS AND PROPERTIES SEMI FINISHED PRODUCTS FINISHED PRODUCTS STECKEL HOT HOT ROLLED HOT AND COLD HOT AND COLD SLAB ROLLED PLATE BLACK COLL ROLLED WHITE COLL ROLLED SHEET 2 m wide coil & sheet in the classic and pro fa
Slide 24: Safety Development in Avesta 2024 Best Year Ever
24 SAFETY DEVELOPMENT IN AVESTA 2024 BEST YEAR EVER, GOOD PERFORMANCE CONTINUES IN 2025.
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