Ssab Ab Class A · OMXSTO:SSAB_A
Ssab Ab Class A — Investor Day (October 2014)
20 slides from Ssab Ab Class A's investor day presentation, Oct 1, 2014
Slide 1: Towards industry-leading profitability
Towards industry-leading profitability Capital Markets Day 2014 Martin Lindqvist, President & CEO
Slide 2: Agenda
Agenda The new SSAB in brief Market opportunities and challenges SSAB’s way forward - strategic focus areas Towards industry leading-profitability 2 October 1 , 2014 Martin Lindqvist
Slide 3: A stronger, lighter and more sustainable world
A stronger, lighter and more sustainable world Together with our customers, we will go further than anyone else in realizing the full value of lighter, stronger and more durable steel products. 3 October 1 , 2014 Martin Lindqvist
Slide 4: A global highly-specialized steel company
A global highly-specialized steel company Main production locations in Sweden, Finland and US 17,300 employees in over 50 countries Rest of world North Nordic America Other Europe Net sales by region SSAB production locations Sales coverage 4 October 1 , 2014 Martin Lindqvist
Slide 5: SSAB is market leader in defined areas of the global carbon steel market
SSAB is market leader in defined areas of the global carbon steel market Global market Carbon Steels SSAB Focus markets Market size, M tonnes SSAB Market share, % 100% = ~1400 M tonnes High strength steels 5-40% (QT & AHSS) ~25* Higher share in Globally Q&T in some groups/regions 3% Flat carbon stee
Slide 6: SSAB targets end users in core segments
SSAB targets end users in core segments Differentiator vs. most steel companies Construction Materials Heavy Machinery/ handling Transport Yellow Goods Energy Automotive Industrial Construction Applications/ Engineering Direct to end customers Via steel distributors (mainly standard grades) 6 Octobe
Slide 7: Examples of our leading specialized offering
Examples of our leading specialized offering Wear steels – Hardox Automotive – Docol ‐ Industry benchmark ‐ Highest-strength ‐ Widest portfolio of all steels for safety (0.7 – 160 mm) details High-strength steels Globally Structural steels Tool steels - Toolox ‐ Reaching new heights ‐ Heat-resistant
Slide 8: SSAB's way of working with customers
SSAB’s way of working with customers Product Technical Value Added development competence Services Maximized Our offer Customer Value Business Sales Marketing development 1,200 customers participated in various cooperation projects during 2013 3,300 persons received training at technical seminar
Slide 9: Agenda
Agenda The new SSAB in brief Market opportunities and challenges SSAB’s way forward - strategic focus areas Towards industry leading profitability 9 October 1 , 2014 Martin Lindqvist
Slide 10: Global demand growth
Global demand growth North America Europe China 2.8% 8.3% -4.1% 3.4% 721 741 0.3% 3.5% 191 149 154 447 113 115 119 2008 2014F 2015F 2008 2014F 2015F 2008 2014F 2015F Back to 2008 demand in 2014 Bottom reached, slow recovery Slowdown after long growth Latin America Apparent demand for finished steel
Slide 11: Outlook in our core markets
Outlook in our core markets High-strength steels Flat carbon steels and tubes Heavy plate Globally Nordics Americas Long term fundamental trends Worst of European crisis behind US economy on continued driving growth of high strength us, but some concerns about recovery track steels - safety, light w
Slide 12: Agenda
Agenda The new SSAB in brief Market opportunities and challenges SSAB’s way forward - strategic focus areas Towards industry leading-profitability 12 October 1, 2014 Martin Lindqvist
Slide 13: SSAB Strategic direction
SSAB Strategic direction Global leadership in high-strength steels What SSAB does Leading home Leading value- market positions added services Taking the Lead! What makes SSAB Most flexible Superior customer successful operations experience High-performing organization 13 October 1, 2014 Martin Lindq
Slide 14: Excellent strategic fit with Ruukki
Excellent strategic fit with Ruukki Improved growth prospects with complementary market positions, multiple brands, stronger sales and R&D Creates Nr 1 position in The combination increases the Nordics with >2 M tonnes and Global leadership in number of Steel Service 40-50% market share overall high
Slide 15: Confident in delivering SEK 1.4bn in synergies
Confident in delivering SEK 1.4bn in synergies* Distribution of cost synergies Impact of cost synergies 1,400 MSEK 1,200 21% 42% 4% 800 4% 13% 350 16% Production Tibnor Purchasing Ruukki Construction 2015 2016 2017 2018 Supply chain SG&A/Other Full run-rate mid 2017 *In current market situation. In
Slide 16: Clear strategic direction for each division
Clear strategic direction for each division SSAB SSAB SSAB Tibnor Ruukki Special Steels Europe Americas Construction Global leader in Northern North American Leading Nordic European leader Q&T and AHSS European leader leader in Heavy multi-metal in construction Mission segments in Strip, Plate Plate
Slide 17: Future opportunities
Future opportunities Strengthen the platform in emerging markets Further expansion in wear services Potential for further expansion in plate in North America Potential to divest non-core assets 17 October 1, 2014 Martin Lindqvist
Slide 18: Agenda
Agenda The new SSAB in brief Market opportunities and challenges SSAB’s way forward - strategic focus areas Towards industry leading-profitability 18 October 1, 2014 Martin Lindqvist
Slide 19: Towards industry leading profitability
Towards industry leading profitability SSAB is a unique steel company with a specialized offering and strong market positions Clear plan for the Nordic / Northern European strip business − Detailed synergy program developed to deliver SEK 1.4 bn in synergies SSAB-Ruukki combination has progressed we
Slide 20: A stronger, lighter and more sustainable world
A stronger, lighter and more sustainable world SSAB