Andritz AG · VIE:ANDR

Andritz — Investor Day (2010)

16 slides from Andritz's investor day presentation, 2010

  1. Slide 1: ANDRITZ METALS Capital Market Day 2010, Austria

    ANDRITZ METALS Capital Market Day 2010, Austria

  2. Slide 2: Contents

    Contents  Business profile and historic development of the business area  Growth strategy  Market ▲ Stainless steel strip processing line for JSL Limited, India 2 ANDRITZ METALS – Franz Hofmann – Capital Market Day 2010, Austria

  3. Slide 3: Business profile

    Business profile Stainless steel:  Cold rolling mills for heavy and light reduction and surface finishing.  Annealing, pickling, and finishing lines.  Acid recovery plants and NOX treatment.  Reheating furnaces for slabs, bars, and plates. Carbon steel:  Reversing cold rolling mills and skin pa

  4. Slide 4: Long-term order intake development

    Long-term order intake development Strong negative impact from global economic crisis Order intake 2000-H1 2010 (MEUR) Order intake 2009 by region (%) 636 612 445 402 288 296 267 196 176 130 142 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 H1 2010 4 ANDRITZ METALS – Franz Hofmann – Capital Mark

  5. Slide 5: Long-term sales and earnings development

    Long-term sales and earnings development Sales growth mainly achieved through organic expansion CAGR Sales 2000-2009: 12% 600 7.5 566 8.0 6.9 7.1 7.0 500 473 5.8 451 408 6.0 5.1 400 4.8 4.3 5.0 3.8 3.9 300 3.6 276 4.0 235 3.0 200 169 167 177 173 162 2.5 2.0 100 1.0 0 0.0 2000 2001 2002 2003 2004 200

  6. Slide 6: Development in face of the crisis

    Development in face of the crisis Only selective project activity in emerging markets 245 172 124 118 116 99 77 43 35 22 Q1 2008 Q2 2008 Q3 2008 Q4 2008 Q1 2009 Q2 2009 Q3 2009 Q4 2009 Q1 2010 Q2 2010 Order intake (MEUR) 6 ANDRITZ METALS – Franz Hofmann – Capital Market Day 2010, Austria

  7. Slide 7: Major strategic achievements during last three years

    Major strategic achievements during last three years  ANDRITZ technology for inline rolling of hot rolled stainless steel strip confirmed as best solution in the market.  Development and market introduction of servo press for metal stamping.  Expansion of roll grinder portfolio.  First order for

  8. Slide 8: Important references: Jindal Stainless Steel, India

    Important references Jindal Stainless Steel, India Scope of supply: Scope of supply : Annealing and pickling Annealing and pickling line line with integrated with three integrated rolling reduction rolling mill for mills and one skinpass mill hot rolled stainless steel for cold rolled stainless stee

  9. Slide 9: Important references: NTMK, Russia + ThyssenKrupp, Germany

    Important references NTMK, Russia + ThyssenKrupp, Germany Customer: Customer: Capacity: NTMK, Russia. ThyssenKrupp, Germany. 144,000 t/a Scope of supply: Scope of supply : Start-up: Continuous heat treatment line with automated Hot levelling line for plates. 08/2010 quench and temper system for rail

  10. Slide 10: Major orders 2009/2010

    Major orders 2009/2010  Bahru Stainless Steel, Malaysia:  Benxi Iron & Steel, China: Hot/cold rolled and cold rolled annealing Electrolytic galvanizing line for and pickling lines for stainless steel strip. carbon steel strip.  Lianzhong Stainless, China:  Tongling Nonferrous Metals Group, China

  11. Slide 11: Research & development

    Research & development Main focus on process improvement  Zinc recovery from galvanized steel.  CVD-process for coating steel strip with Aluminium.  Mechanical descaling and degreasing with high pressurized water.  In-line rolling process.  Continuous heat treatment of iron/silicon strip.  Gri

  12. Slide 12: Contents

    Contents  Business profile and historic development of the business area  Growth strategy  Market ▲ Pickling line with acid regeneration for carbon steel, Usiminas, Brazil 12 ANDRITZ METALS – Franz Hofmann – Capital Market Day 2010, Austria

  13. Slide 13: Growth strategy

    Growth strategy Organic expansion and acquisitions  Increase market share in carbon steel and non-ferrous production lines and defend position in stainless steel.  Focus on technological leadership, customer satisfaction, and cost competitiveness.  Strengthen global sales and order execution team

  14. Slide 14: Contents

    Contents  Business profile and historic development of the business area  Growth strategy  Market ▲ Car bottom forging furnace for Saarschmiede, Germany 14 ANDRITZ METALS – Franz Hofmann – Capital Market Day 2010, Austria

  15. Slide 15: Expectations for next 12 months and main market drivers

    Expectations for next 12 months and main market drivers Asia, Brazil, and Russia as main markets Expectations for next twelve months  Main markets in Asia, Brazil, and Russia.  Low project activity in Europe and USA to continue.  Complementary investments to maximize efficiency of existing plants

  16. Slide 16: Disclaimer

    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 beliefs and expectations and are subject to risks and uncertainties that ma

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