Andritz Ag · VIE:ANDR
Andritz — Investor Day (2008)
17 slides from Andritz's investor day presentation, 2008
Slide 1: Rolling Mills & Strip Processing Lines
Rolling Mills & Strip Processing Lines Capital Market Days 2008, Austria Disclaimer Certain statements contained in this presentation constitute ‛forward-looking statements.’ These statements, which contain the words ‛believe’, ‛intend’, ‛expect’ and words of similar meaning, reflect management’s be
Slide 2: Contents; Andritz Rolling Mills & Strip Processing Lines at a glance (I)
Contents ANDRITZ ROLLING MILLS & STRIP PROCESSING LINES – OVERVIEW Steel market and growth drivers Strategy and outlook 2009 Capital Market Days 2008/Rolling Mills & Strip Processing Lines_Franz Hofmann Slide No. 2 Andritz Rolling Mills & Strip Processing Lines at a glance (I) The business area . .
Slide 3: At a glance (II); Process chain of steel strip production
Andritz Rolling Mills & Strip Processing Lines at a glance (II) Benefits: Integrated systems under special consideration of the interdependencies of the different process steps. Minimized interface problems related to technology and order execution. Know-how protection. Increased sales volum
Slide 4: Process chain from hot rolled strip to value added products
Process chain from hot rolled strip to value added products Pickling Cold Rolling Annealing Coating Finishing Tandem mill Continuous Cutting + Slitting Carbon Electrogalvanizing Steel Continuous Pickling Line Annealing Levelling Line Push Pickling Line Reversing mill Hot dip galvanizing Packaging Li
Slide 5: Products (II) and (III)
Products (II) Surface treatment Continuous and push pull pickling Degreasing Electrolytic and hot dip galvanizing Tinning Colour coating Chrome plating Acid regeneration Hydrochloric acid (HCL) Mixed acid (HF, HNO3) Oxide-production (Ni, Co, Ti etc.) Capital Market Days 2008/Rollin
Slide 6: Process chain of long products; Strong growth through organic expansion and acquisitions
Process chain of long products/forgings production Casting: Ingots Forging Iron making Steel making Finishing Billets Hot Rolling Blooms Heat treatment furnaces from Andritz Maerz Acquisition of Maerz in 2008 pays off: Excellent order intake provides sales contribution until 2010. Synergie
Slide 7: Long-term development of profitability; Global presence: order intake by region
Long-term development of profitability EBITA margin Andritz Rolling Mills & Strip Processing Lines (%) 7.3 6.8 Profitability decline in 5.8 5.5% 2003 due to run up costs 5.1 4.8 for acquired company 4.0 3.8 3.7 4.0% Selas and costs for launch 3.5 of new technology in 2.5 mixed acid regeneration.
Slide 8: Examples for important customers; Important references for stainless steel lines
Examples for important customers Europe Asia North America Russia Australia Thyssen Krupp Baosteel-Group US Steel MMK BHP Steel Wisco Arcelor Mittal NLMK Salzgitter Posco Nucor Severstal Arcelor Mittal Tisco (Tajyuan) NAS NTMK Tata-Corus Tisco (India) Voest Alpi
Slide 9: Annealing and pickling lines for stainless steel; Hot dip galvanizing line
Annealing and pickling lines for stainless steel TKN LISCO JISCO Capital Market Days 2008/Rolling Mills & Strip Processing Lines_Franz Hofmann Slide No. 16 Hot dip galvanizing line for ThyssenKrupp Stahl Capital Market Days 2008/Rolling Mills & Strip Processing Lines_Franz Hofmann Slide No. 17
Slide 10: Hot dip galvanizing line for voestalpine; Electrolytic galvanizing line for Baosteel
Hot dip galvanizing line for voestalpine, Linz Technical data: Line capacity: 460.000 t/year Line speed: 220 m/min Strip width: 750-1,750 mm Strip thickness: 0.4-2.0 mm Capital Market Days 2008/Rolling Mills & Strip Processing Lines_Franz Hofmann Slide No. 18 Electrolytic galvanizing line fo
Slide 11: Shear line for TKN; Blanking line for Volkswagen
Shear line for side trimming, slitting, cut to length and levelling for TKN KruppThyssen Nirosta, Krefeld, Germany Capital Market Days 2008/Rolling Mills & Strip Processing Lines_Franz Hofmann Slide No. 20 Blanking line for Volkswagen Blanking line for rectangular and trapezoidal blanks Capital Mark
Slide 12: Leveller and cutting shear for CORUS; 20-high rolling mill
Leveller and cutting shear for CORUS, Germany Capital Market Days 2008/Rolling Mills & Strip Processing Lines_Franz Hofmann Slide No. 22 20-high rolling mill for ThyssenKrupp Capital Market Days 2008/Rolling Mills & Strip Processing Lines_Franz Hofmann Slide No. 23
Slide 13: Contents; Market position
Contents Andritz Rolling Mills & Strip Processing Lines – overview STEEL MARKET AND GROWTH DRIVERS Strategy and outlook 2009 Capital Market Days 2008/Rolling Mills & Strip Processing Lines_Franz Hofmann Slide No. 24 Market position 2000 2007 Market share of Andritz ~10-12 % ~22% Market size (accessi
Slide 14: Competitors; Stainless steel market
Competitors Main suppliers of equipment for metallurgical industry are still located in Europe and Japan. Local suppliers for equipment in China, Korea and India are growing but sell either rather simple equipment or copy cats. Suppliers for upstream equipment (iron making) feel already the heat
Slide 15: Carbon steel market (I) and (II)
Carbon steel market (I) Historically, global demand growth for carbon steel products equaled GDP growth, i.e. 2-3% p.a. During the last five years, the annual growth was ~7%, mainly driven by strong demand from emerging markets. Still significant differences in per capita steel consumption: we
Slide 16: Contents; Strategy
Contents Andritz Rolling Mills & Strip Processing Lines – overview Steel market and growth drivers STRATEGY AND OUTLOOK 2009 Capital Market Days 2008/Rolling Mills & Strip Processing Lines_Franz Hofmann Slide No. 30 Strategy Most of the products are placed in high-priced market- segments with dema
Slide 17: Outlook 2009; Our Vision
Outlook 2009 GDP growth in China, India, and other Asian countries should lead to investments in infrastructure, housing, energy production, basic supplies, and automotive industries – all requiring steel. Raw material costs expected to come down. Short term some projects may be delayed. Capit