Morgan Stanley held a basic materials conference in New York in February 2007 to discuss steel and mining companies. Evraz Group SA, a vertically integrated steel and mining company, presented on its operations and strategic goals to become one of the top 5 most profitable steelmakers globally through leadership in key markets and self-sufficiency in raw materials. Evraz saw strong growth in 2006 through rising steel demand and strategic acquisitions.
Deutsche bank russia one on-one conference — londonevraz_company
This document summarizes Evraz Group, a vertically integrated steel and mining company. Some key points:
1) Evraz is one of the largest steel producers in the world with operations located in Russia and assets in Europe.
2) In the first half of 2006, Evraz saw a 5.3% increase in revenue and flat EBITDA of $1.1 billion despite a 23% rise in sales volumes.
3) Evraz aims to be a top 5 most profitable steelmaker globally through leadership in CIS markets, low production costs, and 100% self-sufficiency in raw materials from its mining assets.
Ural sib russia emerging opportunities & outlook conferenceevraz_company
Evraz Group S.A. held a conference on September 2, 2007 to discuss opportunities and outlook in Russia. The document provides an overview of Evraz highlighting its vertically integrated steel and mining business, 2006 strategic deliverables including expanding international presence and completing vertical integration, leveraging sales growth and optimizing product mix. Segment performance and key acquisitions including Oregon Steel Mills and Highveld Steel and Vanadium Corporation are summarized. The document is intended for relevant parties and contains forward-looking statements and disclaimer.
презентация для инвесторов, январь 2012evraz_company
This corporate presentation provides an overview of EVRAZ plc, a vertically integrated steel and mining company. Some key points:
- EVRAZ is a top global steel producer and leader in key markets like construction and rail in Russia and CIS.
- The company has low production costs due to vertical integration and high efficiency.
- In 2011 EVRAZ produced 16.8 million tons of crude steel and 15.2 million tons of steel products.
- The presentation discusses recent market developments, 2011 operational results, outlook, and EVRAZ's competitive advantages.
презентация для инвесторов, ноябрь 2011evraz_company
This corporate presentation provides an overview of EVRAZ, a large, vertically integrated steel and mining company. Some key points:
- EVRAZ is one of the largest steel and mining companies globally, with operations spanning Russia, Europe, North America, and Asia.
- It has low-cost, efficient operations due to vertical integration and a focus on production.
- Financial results for 1H 2011 showed increases in revenue, gross profit, EBITDA, and net profit compared to the prior year period.
- The presentation highlights EVRAZ's size, geographic reach, investment opportunities, and track record of growth.
The document provides an overview of EVRAZ Group's operations and financial results for 1H08 and 3Q08. Key points include:
- 1H08 EBITDA increased 82% to $3.7 billion due to stronger pricing and acquisitions.
- Russian steel revenue grew 44% while sales volumes remained flat. Prices started declining in 3Q08.
- North American operations benefited from higher prices and acquisitions. European sales volumes declined but revenues rose.
- Mining output increased, raising self-sufficiency in iron ore and coking coal.
- Total debt as of September 2008 was $10.17 billion including $4.27 billion short-term debt,
Evraz Group S.A. held a conference in Moscow on June 19, 2007 to discuss its performance in 2006 and outlook. The document provides an overview of Evraz's vertically integrated steel and mining business, its key 2006 achievements including revenue growth and increased sales volumes, and its strategic focus on advancing in long products and expanding internationally. Financial highlights show revenue increased 27% to $8.3 billion in 2006 with an EBITDA margin of 32% and net profit up 51%. The presentation discusses Evraz's leadership in the Russian market, growth opportunities there, and an outlook for accelerated growth in 2007.
Deutsche bank mining and metals conferenceevraz_company
EVRAZ Group S.A. reported preliminary results for the first half of 2007, with revenues increasing 57% to $6.023 billion compared to the first half of 2006. EBITDA grew 87% to $2.05 billion for the period, with the net profit increasing 98% to $1.126 billion. The results were driven by strong steel demand and prices in Russia as well as contributions from recent acquisitions. Steel sales volumes were flat while average steel prices increased 51% compared to the prior year period. The mining segment also saw a 157% increase in EBITDA due to higher iron ore and metallurgical coal prices.
Deutsche bank russia one on-one conference — londonevraz_company
This document summarizes Evraz Group, a vertically integrated steel and mining company. Some key points:
1) Evraz is one of the largest steel producers in the world with operations located in Russia and assets in Europe.
2) In the first half of 2006, Evraz saw a 5.3% increase in revenue and flat EBITDA of $1.1 billion despite a 23% rise in sales volumes.
3) Evraz aims to be a top 5 most profitable steelmaker globally through leadership in CIS markets, low production costs, and 100% self-sufficiency in raw materials from its mining assets.
Ural sib russia emerging opportunities & outlook conferenceevraz_company
Evraz Group S.A. held a conference on September 2, 2007 to discuss opportunities and outlook in Russia. The document provides an overview of Evraz highlighting its vertically integrated steel and mining business, 2006 strategic deliverables including expanding international presence and completing vertical integration, leveraging sales growth and optimizing product mix. Segment performance and key acquisitions including Oregon Steel Mills and Highveld Steel and Vanadium Corporation are summarized. The document is intended for relevant parties and contains forward-looking statements and disclaimer.
презентация для инвесторов, январь 2012evraz_company
This corporate presentation provides an overview of EVRAZ plc, a vertically integrated steel and mining company. Some key points:
- EVRAZ is a top global steel producer and leader in key markets like construction and rail in Russia and CIS.
- The company has low production costs due to vertical integration and high efficiency.
- In 2011 EVRAZ produced 16.8 million tons of crude steel and 15.2 million tons of steel products.
- The presentation discusses recent market developments, 2011 operational results, outlook, and EVRAZ's competitive advantages.
презентация для инвесторов, ноябрь 2011evraz_company
This corporate presentation provides an overview of EVRAZ, a large, vertically integrated steel and mining company. Some key points:
- EVRAZ is one of the largest steel and mining companies globally, with operations spanning Russia, Europe, North America, and Asia.
- It has low-cost, efficient operations due to vertical integration and a focus on production.
- Financial results for 1H 2011 showed increases in revenue, gross profit, EBITDA, and net profit compared to the prior year period.
- The presentation highlights EVRAZ's size, geographic reach, investment opportunities, and track record of growth.
The document provides an overview of EVRAZ Group's operations and financial results for 1H08 and 3Q08. Key points include:
- 1H08 EBITDA increased 82% to $3.7 billion due to stronger pricing and acquisitions.
- Russian steel revenue grew 44% while sales volumes remained flat. Prices started declining in 3Q08.
- North American operations benefited from higher prices and acquisitions. European sales volumes declined but revenues rose.
- Mining output increased, raising self-sufficiency in iron ore and coking coal.
- Total debt as of September 2008 was $10.17 billion including $4.27 billion short-term debt,
Evraz Group S.A. held a conference in Moscow on June 19, 2007 to discuss its performance in 2006 and outlook. The document provides an overview of Evraz's vertically integrated steel and mining business, its key 2006 achievements including revenue growth and increased sales volumes, and its strategic focus on advancing in long products and expanding internationally. Financial highlights show revenue increased 27% to $8.3 billion in 2006 with an EBITDA margin of 32% and net profit up 51%. The presentation discusses Evraz's leadership in the Russian market, growth opportunities there, and an outlook for accelerated growth in 2007.
Deutsche bank mining and metals conferenceevraz_company
EVRAZ Group S.A. reported preliminary results for the first half of 2007, with revenues increasing 57% to $6.023 billion compared to the first half of 2006. EBITDA grew 87% to $2.05 billion for the period, with the net profit increasing 98% to $1.126 billion. The results were driven by strong steel demand and prices in Russia as well as contributions from recent acquisitions. Steel sales volumes were flat while average steel prices increased 51% compared to the prior year period. The mining segment also saw a 157% increase in EBITDA due to higher iron ore and metallurgical coal prices.
Goldman Sachs Fourth Annual Global Steel CEO Forum finance15
This document is from a presentation by United States Steel Corporation given at the Fourth Annual Global Steel CEO Forum on December 3, 2008. It provides an overview of US Steel's vision, values, operations, strategic acquisitions, markets, outlook and approach to capital allocation. US Steel is the 5th largest global steel producer and has operations in North America, Central Europe and the Balkans producing a variety of flat-rolled and tubular steel products.
This document summarizes a presentation by Timur Yanbukhtin of EVRAZ Group at a UBS Investment Conference on October 22, 2009. It discusses EVRAZ's execution of cost-cutting measures and production optimization plans during the economic downturn. These included shutdown of inefficient capacity, cost savings of 35-42% year-over-year, and capex reductions of 62% in 1H09. It also provides an overview of debt repayments, liquidity position, and expectations for improved financial results in 2H09 as destocking ends and demand/prices recover in key markets.
This document provides a disclaimer and overview of Evraz Group, a Russian and CIS steel and mining company. It summarizes Evraz's 3Q08 results including revenue of $6.5 billion on steel sales of 4.3 million tonnes. It also discusses Evraz's strategy to become a top 5 global steelmaker, current debt levels, operations in Russia, North America, Europe and mining segments. Steel and raw material price trends are shown.
1) The Norwegian economy has stabilized after experiencing a downturn due to the global financial crisis. Inflation remains low and within the central bank's target range.
2) The central bank implemented extraordinary monetary policy measures including low interest rates and liquidity measures to support the economy during the crisis. It is now unwinding these measures as conditions normalize.
3) Looking forward, the central bank projects continued moderate economic growth in Norway, supported by a recovery in trading partners and domestic demand. Inflation is expected to remain low and stable.
NLMK Kaluga is a steel mill located near Moscow that began production in 2013. It has a production capacity of 1.5 million tons per year of steel and 0.9-1.5 million tons per year of long steel products. The mill uses efficient production technologies and a developed scrap collection network, giving it cost advantages over competitors. It aims to help meet the significant shortage of long steel products in the Central region of Russia, where construction activity and demand are high. Initial production has begun, and the mill plans to expand its product portfolio to include rebar, channels, angles and other items for the construction sector.
Credit suisse global steel and mining conferenceevraz_company
The document summarizes Evraz Group's strategy, financial highlights from 1H08, and operations across key regions. Some key points:
- Evraz aims to be a top 5 global steelmaker by advancing its long product leadership in Russia/CIS and expanding internationally.
- 1H08 revenue increased 78% to $10.7B driven by pricing and acquisitions. EBITDA soared 82% to $3.7B with mining hedging steel costs.
- Recent acquisitions in North America through Claymont Steel and IPSCO Canada expanded Evraz's international presence and are expected to contribute significantly to 2H08 results.
Rts board the doorway to profitable investments in russia (!)otcmarket
The document discusses the RTS Board system, which provides quotation and trading of securities that are not listed on the Russian organized market. It notes that RTS Board contains over 800 issuers and covers all sectors of the Russian economy. The document highlights that RTS Board issuers have demonstrated high dividend yields, with some paying over 30% annually in recent years. It also provides examples of small, mid, and large cap companies on RTS Board and their financial performance. The document promotes RTS Board as offering unique investment opportunities in Russian companies.
This document provides a summary of Evraz Group, a large steel and mining company. Some key points:
- Evraz is one of the largest steel producers globally and a leader in markets like Russia, CIS, Europe and North America.
- In 2008, Evraz produced over 17 million tons of crude steel and generated $20.4 billion in revenue.
- The presentation discusses Evraz's global operations, cost optimization efforts, debt management, and operational results for 3Q09. Production and sales were improving as steel demand recovered in Asia and other markets.
- Evraz aims to maintain its low-cost production through efficiency gains and vertical integration across its mining and steel businesses. This allows it
The document provides an overview of investing in gold as an asset class. It discusses gold demand and supply trends, reasons to invest in gold, how to gain exposure to gold, and analyzing the real price of gold over time. The price of gold is inversely related to the US dollar and acts as a hedge against inflation. Physical gold, gold funds, and gold futures are some ways to invest in gold.
Deutsche bank russia one on-one conference — londonevraz_company
Deutsche Bank held a Russia One-on-One Conference in London in February 2007 to discuss Evraz Group S.A., a vertically integrated steel and mining company. Evraz highlighted its leadership in the Russian construction and railway steel markets, its self-sufficiency in raw materials from owned mines, and its goal to be a top 5 most profitable steelmaker globally. Evraz also discussed its recent acquisitions and investments that expanded its mining and steel operations in Russia, Europe, South Africa, and the United States.
Bear stearns commodities and capital goods conference — new yorkevraz_company
The document summarizes Bear Stearns' Commodities and Capital Goods Conference held in New York City from November 29-30, 2006. It provides an overview of Evraz Group, a vertically integrated steel and mining company, including its production levels, financial performance in 1H2006, cash flow generation, balance sheet strength, operations in the steel and mining segments, and capital expenditure plans. Key projects and the successful IPO of its coking coal subsidiary Raspadskaya are also mentioned.
Citigroup european high yield conference — londonevraz_company
The document summarizes Evraz Group's presentation at the Citigroup European High Yield Conference on November 28, 2006 in London. Some key points include strong revenue growth of 5.3% in 1H06 driven by a 23% increase in sales volumes, record net cash flow from operating activities of $904 million in 1H06, and capital expenditures of $262 million focused on improving efficiency at steel production facilities. Costs per tonne increased by 6.8% due to consolidation of European assets.
Jp morgan annual emea equity conference — londonevraz_company
This document provides an overview of Evraz Group, a vertically integrated steel and mining company, for investors attending the JPMorgan Annual EMEA Equity Conference in London on January 25-26, 2007. The summary includes highlights of Evraz's operations, financial performance in 1H2006, strategies for growth, and positioning in the Russian and CIS steel markets.
Morgan stanley emea conference — londonevraz_company
Morgan Stanley held its first annual EMEA conference on October 18, 2006 in London. The document discusses Evraz Group, a vertically integrated steel and mining company. It highlights Evraz's production levels, financial performance in 1H06, goals of being a top 5 global steelmaker, and strategies around cost management. Evraz aims to strengthen its market position through leadership in CIS construction/rail markets and self-sufficiency in raw materials.
- Evraz reported its 2006 interim results, with revenue growing 5.3% to $3.825 billion due to a 23% increase in sales volumes. EBITDA remained flat at $1.096 billion.
- Steel segment sales volumes increased 23% to 8.3 million tonnes, driven by strong growth in the Russian construction market. Mining segment EBITDA declined 47.4% to $133 million.
- The company maintained a strong balance sheet with net debt to EBITDA of 1.0x and significant cash balances. Evraz is well positioned in the growing Russian and CIS steel markets.
This document provides an overview of Evraz Group S.A., a vertically integrated steel and mining business. In 2006, Evraz achieved revenue of $8.3 billion, EBITDA of $2.7 billion, and net profit of $1.4 billion. Key accomplishments in 2006 included growing steel sales volumes by 25% to 16 million tonnes, strengthening its international market position, enhancing its cost leadership, and completing further vertical integration in mining. Looking ahead, Evraz is well positioned to capitalize on continued strong growth in the Russian construction market in 2007.
Ms russian materials & infrastructure conferenceevraz_company
This document provides a summary of EVRAZ GROUP S.A.'s preliminary results for fiscal year 2006. It begins with a disclaimer stating that the document does not constitute an offer or solicitation to invest. It then provides an overview of EVRAZ, noting that it is a world-class steel and mining company with operations in Russia, CIS, Europe, and the US. It aims to be one of the top five most profitable steelmakers globally. Key details are given about its production levels, revenues, EBITDA, and credit rating upgrades. The document outlines EVRAZ's strategy to advance in long steel products and enhance its cost position while expanding internationally. It seeks to complete vertical integration and achieve leadership in van
Lehman brothers leaders in energy and commoditiesevraz_company
The document provides an overview of EVRAZ Group S.A., a leading global steel and mining company, and its preliminary results for fiscal year 2006. It includes information on EVRAZ's strategy to become one of the top five most profitable steelmakers globally. Key details include EVRAZ achieving EBITDA of $4.3 billion in 2007 and revenues of $12.8 billion for the year. The document also provides breakdowns of EVRAZ's revenues and steel sales volumes by region and product.
EVRAZ Group S.A. reported preliminary results for the first half of 2007, with revenues increasing 57% to $6.023 billion compared to the same period in 2006. Steel product sales volumes remained almost flat at 8.466 million tonnes while average steel prices grew 51% due to strong demand. The mining segment also saw significant growth, with EBITDA up 157% to $345 million on higher iron ore and metallurgical coal production. For the full year 2007, EVRAZ expects consolidated revenues to increase 45-55% and EBITDA to grow 55-60% compared to 2006.
Pavel Tatyanin, Senior Vice President and CFO of Evraz, presented an overview of the company and its strategy in Russia. Evraz is a leading steel and mining company with assets across Russia, Ukraine, Europe and North America. It aims to increase its supply of rolled steel products in Russia through $1.8 billion in investments to expand rolling capacities by 2012. This will allow Evraz to capitalize on growing domestic demand and maintain its leading position in key Russian markets.
Goldman Sachs Fourth Annual Global Steel CEO Forum finance15
This document is from a presentation by United States Steel Corporation given at the Fourth Annual Global Steel CEO Forum on December 3, 2008. It provides an overview of US Steel's vision, values, operations, strategic acquisitions, markets, outlook and approach to capital allocation. US Steel is the 5th largest global steel producer and has operations in North America, Central Europe and the Balkans producing a variety of flat-rolled and tubular steel products.
This document summarizes a presentation by Timur Yanbukhtin of EVRAZ Group at a UBS Investment Conference on October 22, 2009. It discusses EVRAZ's execution of cost-cutting measures and production optimization plans during the economic downturn. These included shutdown of inefficient capacity, cost savings of 35-42% year-over-year, and capex reductions of 62% in 1H09. It also provides an overview of debt repayments, liquidity position, and expectations for improved financial results in 2H09 as destocking ends and demand/prices recover in key markets.
This document provides a disclaimer and overview of Evraz Group, a Russian and CIS steel and mining company. It summarizes Evraz's 3Q08 results including revenue of $6.5 billion on steel sales of 4.3 million tonnes. It also discusses Evraz's strategy to become a top 5 global steelmaker, current debt levels, operations in Russia, North America, Europe and mining segments. Steel and raw material price trends are shown.
1) The Norwegian economy has stabilized after experiencing a downturn due to the global financial crisis. Inflation remains low and within the central bank's target range.
2) The central bank implemented extraordinary monetary policy measures including low interest rates and liquidity measures to support the economy during the crisis. It is now unwinding these measures as conditions normalize.
3) Looking forward, the central bank projects continued moderate economic growth in Norway, supported by a recovery in trading partners and domestic demand. Inflation is expected to remain low and stable.
NLMK Kaluga is a steel mill located near Moscow that began production in 2013. It has a production capacity of 1.5 million tons per year of steel and 0.9-1.5 million tons per year of long steel products. The mill uses efficient production technologies and a developed scrap collection network, giving it cost advantages over competitors. It aims to help meet the significant shortage of long steel products in the Central region of Russia, where construction activity and demand are high. Initial production has begun, and the mill plans to expand its product portfolio to include rebar, channels, angles and other items for the construction sector.
Credit suisse global steel and mining conferenceevraz_company
The document summarizes Evraz Group's strategy, financial highlights from 1H08, and operations across key regions. Some key points:
- Evraz aims to be a top 5 global steelmaker by advancing its long product leadership in Russia/CIS and expanding internationally.
- 1H08 revenue increased 78% to $10.7B driven by pricing and acquisitions. EBITDA soared 82% to $3.7B with mining hedging steel costs.
- Recent acquisitions in North America through Claymont Steel and IPSCO Canada expanded Evraz's international presence and are expected to contribute significantly to 2H08 results.
Rts board the doorway to profitable investments in russia (!)otcmarket
The document discusses the RTS Board system, which provides quotation and trading of securities that are not listed on the Russian organized market. It notes that RTS Board contains over 800 issuers and covers all sectors of the Russian economy. The document highlights that RTS Board issuers have demonstrated high dividend yields, with some paying over 30% annually in recent years. It also provides examples of small, mid, and large cap companies on RTS Board and their financial performance. The document promotes RTS Board as offering unique investment opportunities in Russian companies.
This document provides a summary of Evraz Group, a large steel and mining company. Some key points:
- Evraz is one of the largest steel producers globally and a leader in markets like Russia, CIS, Europe and North America.
- In 2008, Evraz produced over 17 million tons of crude steel and generated $20.4 billion in revenue.
- The presentation discusses Evraz's global operations, cost optimization efforts, debt management, and operational results for 3Q09. Production and sales were improving as steel demand recovered in Asia and other markets.
- Evraz aims to maintain its low-cost production through efficiency gains and vertical integration across its mining and steel businesses. This allows it
The document provides an overview of investing in gold as an asset class. It discusses gold demand and supply trends, reasons to invest in gold, how to gain exposure to gold, and analyzing the real price of gold over time. The price of gold is inversely related to the US dollar and acts as a hedge against inflation. Physical gold, gold funds, and gold futures are some ways to invest in gold.
Deutsche bank russia one on-one conference — londonevraz_company
Deutsche Bank held a Russia One-on-One Conference in London in February 2007 to discuss Evraz Group S.A., a vertically integrated steel and mining company. Evraz highlighted its leadership in the Russian construction and railway steel markets, its self-sufficiency in raw materials from owned mines, and its goal to be a top 5 most profitable steelmaker globally. Evraz also discussed its recent acquisitions and investments that expanded its mining and steel operations in Russia, Europe, South Africa, and the United States.
Bear stearns commodities and capital goods conference — new yorkevraz_company
The document summarizes Bear Stearns' Commodities and Capital Goods Conference held in New York City from November 29-30, 2006. It provides an overview of Evraz Group, a vertically integrated steel and mining company, including its production levels, financial performance in 1H2006, cash flow generation, balance sheet strength, operations in the steel and mining segments, and capital expenditure plans. Key projects and the successful IPO of its coking coal subsidiary Raspadskaya are also mentioned.
Citigroup european high yield conference — londonevraz_company
The document summarizes Evraz Group's presentation at the Citigroup European High Yield Conference on November 28, 2006 in London. Some key points include strong revenue growth of 5.3% in 1H06 driven by a 23% increase in sales volumes, record net cash flow from operating activities of $904 million in 1H06, and capital expenditures of $262 million focused on improving efficiency at steel production facilities. Costs per tonne increased by 6.8% due to consolidation of European assets.
Jp morgan annual emea equity conference — londonevraz_company
This document provides an overview of Evraz Group, a vertically integrated steel and mining company, for investors attending the JPMorgan Annual EMEA Equity Conference in London on January 25-26, 2007. The summary includes highlights of Evraz's operations, financial performance in 1H2006, strategies for growth, and positioning in the Russian and CIS steel markets.
Morgan stanley emea conference — londonevraz_company
Morgan Stanley held its first annual EMEA conference on October 18, 2006 in London. The document discusses Evraz Group, a vertically integrated steel and mining company. It highlights Evraz's production levels, financial performance in 1H06, goals of being a top 5 global steelmaker, and strategies around cost management. Evraz aims to strengthen its market position through leadership in CIS construction/rail markets and self-sufficiency in raw materials.
- Evraz reported its 2006 interim results, with revenue growing 5.3% to $3.825 billion due to a 23% increase in sales volumes. EBITDA remained flat at $1.096 billion.
- Steel segment sales volumes increased 23% to 8.3 million tonnes, driven by strong growth in the Russian construction market. Mining segment EBITDA declined 47.4% to $133 million.
- The company maintained a strong balance sheet with net debt to EBITDA of 1.0x and significant cash balances. Evraz is well positioned in the growing Russian and CIS steel markets.
This document provides an overview of Evraz Group S.A., a vertically integrated steel and mining business. In 2006, Evraz achieved revenue of $8.3 billion, EBITDA of $2.7 billion, and net profit of $1.4 billion. Key accomplishments in 2006 included growing steel sales volumes by 25% to 16 million tonnes, strengthening its international market position, enhancing its cost leadership, and completing further vertical integration in mining. Looking ahead, Evraz is well positioned to capitalize on continued strong growth in the Russian construction market in 2007.
Ms russian materials & infrastructure conferenceevraz_company
This document provides a summary of EVRAZ GROUP S.A.'s preliminary results for fiscal year 2006. It begins with a disclaimer stating that the document does not constitute an offer or solicitation to invest. It then provides an overview of EVRAZ, noting that it is a world-class steel and mining company with operations in Russia, CIS, Europe, and the US. It aims to be one of the top five most profitable steelmakers globally. Key details are given about its production levels, revenues, EBITDA, and credit rating upgrades. The document outlines EVRAZ's strategy to advance in long steel products and enhance its cost position while expanding internationally. It seeks to complete vertical integration and achieve leadership in van
Lehman brothers leaders in energy and commoditiesevraz_company
The document provides an overview of EVRAZ Group S.A., a leading global steel and mining company, and its preliminary results for fiscal year 2006. It includes information on EVRAZ's strategy to become one of the top five most profitable steelmakers globally. Key details include EVRAZ achieving EBITDA of $4.3 billion in 2007 and revenues of $12.8 billion for the year. The document also provides breakdowns of EVRAZ's revenues and steel sales volumes by region and product.
EVRAZ Group S.A. reported preliminary results for the first half of 2007, with revenues increasing 57% to $6.023 billion compared to the same period in 2006. Steel product sales volumes remained almost flat at 8.466 million tonnes while average steel prices grew 51% due to strong demand. The mining segment also saw significant growth, with EBITDA up 157% to $345 million on higher iron ore and metallurgical coal production. For the full year 2007, EVRAZ expects consolidated revenues to increase 45-55% and EBITDA to grow 55-60% compared to 2006.
Pavel Tatyanin, Senior Vice President and CFO of Evraz, presented an overview of the company and its strategy in Russia. Evraz is a leading steel and mining company with assets across Russia, Ukraine, Europe and North America. It aims to increase its supply of rolled steel products in Russia through $1.8 billion in investments to expand rolling capacities by 2012. This will allow Evraz to capitalize on growing domestic demand and maintain its leading position in key Russian markets.
This document provides a disclaimer and overview of Evraz Group S.A., a steel and mining company. It outlines Evraz's vision to be a top 5 global steelmaker by return on capital employed and EBITDA margin. It also summarizes Evraz's strategy to advance in long steel products, enhance cost leadership, expand in plate markets, achieve vertical integration, and lead in vanadium. Finally, it summarizes Evraz's 9M08 financial highlights, including revenue of $17.1 billion, EBITDA of $5.95 billion at a 34.8% margin, and steel sales volumes of 13.7 million tonnes.
This document provides an overview of AMG Advanced Metallurgical Group N.V. It discusses AMG's markets, products, strategy and end markets. Key points include:
- AMG serves growing end markets with specialty metal products and engineering solutions related to reducing carbon emissions and conserving resources.
- In Q3 2011, AMG's largest end markets by revenue were specialty metals and chemicals (39.2% of revenue) and aerospace (27.1% of revenue).
- Within specialty metals, antimony and tantalum were two of AMG's fastest growing products, driven by demand from electronics and other industries.
- The document also notes AMG has raw material
Uranium One owns a 13.9% interest in the Mkuju River project in Tanzania, with an option to acquire the remaining 86%. An updated resource estimate shows a 39% increase in measured resources to 55.3 million pounds U3O8. Mantra's definitive feasibility study outlines an initial 12 year mine life producing 4.2 million pounds of U3O8 annually at an average cash cost of $22 per pound. Uranium One sees potential to increase production beyond 4.2 million pounds per year through expansion and heap leaching. The large land package also provides excellent exploration potential.
Evraz is one of the largest steel producers in the world, based in Russia. It has recently expanded through acquisitions of steel producers Palini e Bertoli and Vitkovice Steel. Evraz reported revenues of $5.9 billion in 2004 and $3.6 billion for the first half of 2005, with EBITDA of $2 billion and $1.1 billion respectively. The company has a vertically integrated business model in steel and mining. It is well positioned to benefit from growth in the Russian economy and infrastructure spending. Evraz has a flexible asset base and is focusing on expanding margins.
Morgan stanley metals and mining conference — moscowevraz_company
The document summarizes Evraz Group, a vertically integrated steel and mining company. It highlights that Evraz is among the top 15 largest steel producers globally, with production of 13.9 million tons of crude steel in 2005. Evraz aims to be a world-class steel and mining company and one of the top 5 most profitable steelmakers globally through leadership in key markets and pursuing lowest-cost production. The document also outlines Evraz's operations, markets, and strategic acquisitions to expand into flat steel products and establish a global export business.
This document provides an overview of AMG Advanced Metallurgical Group N.V. It discusses AMG's markets, products, strategy and end markets. Key points include:
- AMG serves growing end markets with specialty metal products and engineering solutions related to reducing CO2 and conserving resources.
- In Q3 2011, AMG's largest end markets by revenue were specialty metals and chemicals (39.2% of revenue) and aerospace (27.1% of revenue).
- Within specialty metals, antimony and tantalum were two of AMG's fastest growing products, driven by demand from electronics and other industries.
- The document cautions that the information is confidential and does not constitute
EVRAZ GROUP S.A. reported preliminary results for fiscal year 2006 with several highlights:
- Revenue increased 27% to $8.3 billion while net profit increased 51% to $1.4 billion.
- Steel sales volumes grew 25% to 16 million tonnes due to organic growth and acquisitions. Crude steel production increased 16% to 16.1 million tonnes.
- The company successfully implemented a $660 million capital investment program and acquired new mining assets including a large iron ore deposit.
- Acquisitions included stakes in vanadium and mining companies to strengthen vertical integration.
- Strong cash flow from operations of $2.1 billion supported growth investments and
нлмк калуга Presentation eng november update - finalSergey Takhiev
NLMK Kaluga is a steel mill located near Moscow that began production in 2013. It has a production capacity of 1.5 million tons per year of steel and 0.9-1.5 million tons per year of long steel products. The mill supplies the growing construction sector in central Russia, which faces a shortage of 3.8 million tons per year of long steel. NLMK Kaluga benefits from low transportation costs due to its proximity to Moscow and a developed scrap collection network. It uses efficient production technologies and processes by-products to reduce costs. The mill is equipped to produce a variety of rebar, sections and other long steel products for the Russian construction industry.
Similar to Morgan stanley basic materials conference — new york (20)
The document provides an overview of EVRAZ plc, a vertically integrated steel and mining company. It summarizes EVRAZ's operations, including its production levels in the first quarter of 2013. Key highlights include an 11% increase in steel production year-over-year due to lower downtime. Mining production was largely stable, with a 14% increase in raw coking coal. Capex for 2013 is estimated to be $1.1 billion, focused on mining expansion projects and continuing steel segment upgrades.
This investor presentation provides an overview of EVRAZ, a large vertically integrated steel and mining company. Some key points:
1) EVRAZ is one of the largest steel producers globally and the top producer of rails and large diameter pipes in North America.
2) In 2012, EVRAZ produced 14.2 million tons of steel and generated $16.4 billion in revenue.
3) EVRAZ operates steel mills, iron ore and coal mines, ports, and rail infrastructure across Russia, Europe, North America, and other regions.
Morgan stanley russia metals & mining infrastructure field tripevraz_company
This document provides an overview of EVRAZ, a global steel producer. Some key points:
- EVRAZ is a top-20 global steel producer based in Russia, with revenue of $16.4 billion in 2011.
- It is self-sufficient in iron ore and coking coal. EVRAZ has steel mills, iron ore mines, coal mines, and sea ports.
- EVRAZ has a global operating model, with the majority of its 2011 steel sales in Russia and CIS countries. It is well-positioned for steel consumption growth in these markets.
- EVRAZ's NTMK facility is a leading Russian producer of long steel products, with competitive
The document discusses Evraz Group, a leading steel and mining company. It details that railway products make up 15% of Evraz's portfolio, and that Evraz produces over 1.6 million tonnes of rails annually at several facilities. Evraz is also the world's largest producer of rails, accounting for 23% of global market share. A major customer, Russian Railways, buys about 60% of the rails produced by Evraz in Russia. The document outlines Evraz's investments in improving railway product quality and expanding production capabilities.
презентация для инвесторов, сентябрь 2012evraz_company
The document provides an investor presentation on EVRAZ's financial and operational performance in the first half of 2012, noting a decline in revenues due to lower steel sales volumes and prices, while costs were positively impacted by a weaker ruble; the company maintained a strong liquidity position and generated free cash flow during the period. Operations were reported as stable across the company's steel segments in both CIS and North American markets.
The document summarizes EVRAZ's investor day presentation held on 19 June 2012 in London. It discusses EVRAZ's strategy for future growth, commitment to high standards of corporate governance, and positioning as a leading low cost steel and mining company. Senior management provided an overview of EVRAZ's operations, markets, and financial performance, emphasizing its focus on maintaining a competitive cost position through vertical integration and operating in growing markets.
EVRAZ is a top-20 global steel producer based in Russia and the UK. In 2011, EVRAZ produced 16.8 million tonnes of crude steel. Revenue in 2011 was $16.4 billion with EBITDA of $2.9 billion. EVRAZ is highly integrated in iron ore and coking coal, which helps mitigate rising input costs. In Q1 2012, steel product sales were unchanged from a year ago while revenues were flat due to stable prices and volumes. EVRAZ remains focused on cost control and vertical integration to navigate fluctuations in the steel market.
презентация для инвесторов, апрель 2012evraz_company
This corporate presentation provides an overview of a top 20 global steel producer:
1) In 2011, the company produced 16.8 million tons of crude steel and sold 15.5 million tons of steel products, while becoming 102% self-sufficient in iron ore and 56% in coking coal.
2) Key financial figures for 2011 include revenue of $16.4 billion and adjusted EBITDA of $2.9 billion, with total debt of $7.2 billion and a net debt to EBITDA ratio of 2.2x.
3) The presentation reviews the company's operations and market presence across different regions, and provides an update on health, safety, environmental and investment initiatives
презентация для инвесторов, февраль 2012evraz_company
This corporate presentation provides an overview of EVRAZ, a vertically integrated steel and mining company. Some key points include:
- EVRAZ is a top global steel producer with low-cost operations due to vertical integration and a focus on efficiency.
- In 2011, EVRAZ produced 16.8 million tons of crude steel and 15.2 million tons of steel products.
- EVRAZ has recently moved to a premium listing on the London Stock Exchange and implemented a new dividend policy.
- The outlook remains challenging due to volatility in the global economy and steel industry, though EVRAZ is well positioned with its cost advantages and flexibility.
презентация для инвесторов, август 2011evraz_company
This corporate presentation provides an overview of Evraz Group, one of the largest vertically integrated steel and mining companies in the world. In 2010, Evraz saw significant growth in revenues and EBITDA due to strong market recovery, with both prices and volumes contributing to increased revenue. While steel products remain the predominant source of revenue, EBITDA is increasingly generated by the mining segment due to higher growth in iron ore and coking coal prices. The presentation discusses Evraz's financial and operational performance in 2010 and the first half of 2011, with a focus on costs, cash flow generation, debt maturity, and market performance in key regions.
презентация для инвесторов, апрель 2011evraz_company
This document provides an overview of Evraz Group, a large global steel and mining company, for the years 2009-2010. Some key points:
- In 2010, Evraz produced 16.3 million tons of crude steel and sold 15.5 million tons of rolled products, with revenue of $13.4 billion and EBITDA of $2.4 billion.
- Revenue and earnings grew significantly from 2009 as a result of strong market recovery and increases in both steel product prices and volumes sold.
- While steel products remain the largest source of revenue, the mining segment contributed more to EBITDA due to relatively higher growth in iron ore and metallurgical coal prices.
The document provides an overview of Evraz Group, a vertically integrated steel and mining company. In 2010, Evraz saw significant growth in revenues and EBITDA due to strong market recovery. Revenues increased 37% to $13.4 billion while EBITDA grew 90% to $2.35 billion. Steel remained the primary revenue source but mining contributed more to EBITDA due to higher iron ore and coal prices. The company continued to generate positive free cash flow despite high capital expenditures.
презентация для инвесторов, ноябрь декабрь 2011evraz_company
This corporate presentation provides an overview of EVRAZ plc, a vertically integrated steel and mining company. It discusses EVRAZ's operations, competitive advantages, growth opportunities, and recent financial performance. Key points include:
- EVRAZ is a top 15 global steel producer with low-cost operations due to vertical integration and exposure to growing construction/infrastructure markets.
- In 2010 EVRAZ produced 16.3MT of crude steel and sold 15.5MT of products, with revenue of $13.4B and EBITDA of $2.4B.
- EVRAZ enjoys a low-cost position due to high self-sufficiency in raw materials. Recent capacity expansion
презентация для инвесторов, февраль 2011evraz_company
- The document is a corporate presentation from Evraz Group SA that provides an overview of the company, its operations, financial highlights, and outlook.
- Evraz is a leading global steel and mining company with operations in Russia, Ukraine, USA, and Kazakhstan. In 2010, it produced 16.3 million tons of crude steel.
- In 1H 2010, Evraz's revenue increased 38% year-over-year to $6.4 billion due to higher sales volumes and prices. Its EBITDA more than doubled to $1.2 billion.
- Looking ahead, Evraz expects demand for its construction products to increase driven by large-scale infrastructure projects in Russia, such as the 2014 Sochi
презентация для инвесторов, январь 2011evraz_company
- Evraz is a world-class steel and mining company and one of the largest steel producers globally.
- In 1H2010, Evraz's revenue increased 38% compared to 1H2009 due to higher sales volumes and steel prices. EBITDA more than doubled.
- Higher iron ore, coal, and scrap prices increased steelmakers' costs in 1H2010, but Evraz significantly offset this through production efficiencies and cost control measures.
Goldman sachs 6th annual global steel conference, 30 ноября 2010evraz_company
Evraz is a leading global steel and mining company with significant operations in North America. It has over $5 billion invested in its North American steelmaking assets consisting of multiple integrated mills. Evraz North America is a top producer of rail, large diameter pipe, and plate in the region with over 4 million tons of annual rolled steel capacity across its diverse portfolio of flat, tubular, and long steel products. The company has a broad geographic footprint in Western North America and benefits from proximity to key end markets.
презентация для инвесторов, ноябрь декабрь 2010evraz_company
This document provides an overview of Evraz Group, a leading global steel and mining company, for a November-December 2010 corporate presentation. It highlights 1H 2010 financial results including a 38% increase in revenue and 147% increase in EBITDA compared to 1H 2009. The mining segment saw revenue double and EBITDA quadruple due to rising iron ore and coal prices. Recent market developments such as capacity utilization rates and trends in steel and raw material prices are also summarized.
презентация для инвесторов, ноябрь 2010evraz_company
- Evraz's revenue and EBITDA increased significantly in 1H 2010 compared to 1H 2009, driven by higher sales volumes and steel prices.
- Rising prices for iron ore and coking coal benefited Evraz's mining segment, with revenue doubling and EBITDA quadrupling year-over-year.
- Evraz has benefited from improving demand and prices in its key markets. Domestic Russian demand for construction steel is expected to be around 10% higher in 2010 than 2009.
Wermuth asset management investor trip, 20 октября 2010evraz_company
The document summarizes Wermuth Asset Management's investor trip on 20 October 2010. It includes a disclaimer on the information provided, an overview of Evraz Group as a leading global steel and mining company, and highlights of Evraz's financial and operational performance in 1H 2010. The document also discusses Evraz's growth strategy, key investment projects, and market developments for steel and raw materials.
Credit suisse global steel & mining conference, 22 23 сентября 2010evraz_company
1) Evraz reported a 38% increase in revenue and a 147% increase in adjusted EBITDA for the first half of 2010 compared to the same period in 2009, driven by higher sales volumes and prices.
2) Cost of revenue increased 23% due to higher prices for raw materials like scrap, coking coal, and iron ore, though Evraz's vertical integration helped offset costs.
3) Evraz refinanced some short-term debt and issued bonds to improve its debt maturity profile, reducing short-term debt from 46% to 22% of total debt.
2. Disclaimer
This document does not constitute or form part of and should not be construed as, an offer to sell or issue or the solicitation of an offer to buy or
acquire securities of Evraz Group S.A. (Evraz) or any of its subsidiaries in any jurisdiction or an inducement to enter into investment activity. No part of
this document, nor the fact of its distribution, should form the basis of, or be relied on in connection with, any contract or commitment or investment
decision whatsoever. No representation, warranty or undertaking, express or implied, is made as to, and no reliance should be placed on, the fairness,
accuracy, completeness or correctness of the information or the opinions contained herein. None of the Evraz or any of its affiliates, advisors or
representatives shall have any liability whatsoever (in negligence or otherwise) for any loss howsoever arising from any use of this document or its
contents or otherwise arising in connection with the document.
This document contains “forward-looking statements”, which include all statements other than statements of historical facts, including, without
limitation, any statements preceded by, followed by or that include the words “targets”, “believes”, “expects”, “aims”, “intends”, “will”, “may”,
“anticipates”, “would”, “could” or similar expressions or the negative thereof. Such forward-looking statements involve known and unknown risks,
uncertainties and other important factors beyond Evraz’s control that could cause the actual results, performance or achievements of Evraz to be
materially different from future results, performance or achievements expressed or implied by such forward-looking, including, among others, the
achievement of anticipated levels of profitability, growth, cost and synergy of recent acquisitions, the impact of competitive pricing, the ability to obtain
necessary regulatory approvals and licenses, the impact of developments in the Russian economic, political and legal environment, volatility in stock
markets or in the price of our shares or GDRs, financial risk management and the impact of general business and global economic conditions.
Such forward-looking statements are based on numerous assumptions regarding Evraz’s present and future business strategies and the environment in
which Evraz Group S.A. will operate in the future. By their nature, forward-looking statements involve risks and uncertainties because they relate to
events and depend on circumstances that may or may not occur in the future. These forward-looking statements speak only as at the date as of which
they are made, and Evraz expressly disclaims any obligation or undertaking to disseminate any updates or revisions to any forward-looking statements
contained herein to reflect any change in Evraz’s expectations with regard thereto or any change in events, conditions or circumstances on which any
such statements are based.
Neither Evraz, nor any of its agents, employees or advisors intend or have any duty or obligation to supplement, amend, update or revise any of the
forward-looking statements contained in this document.
The information contained in this document is provided as at the date of this document and is subject to change without notice.
2
3. Evraz Highlights
n Vertically integrated steel and mining business, one of the largest steel
producers in the world
n 1H06 Revenue grew 5.3% y-o-y to $3,825 mln reflecting 23% increase in sales
volumes to 8.3 million tonnes
n 1H06 EBITDA flat y-o-y at $1.1 bn, EBITDA margin remains strong at 29%
n Leader in Russian long products market with 30-100% market share
n High level of vertical integration and self-sufficiency in iron ore and coal with
mines located close to steel production sites
n Strong commitment to high standards of corporate governance
*Excluding Oregon Steel Mills operations
3
4. EVRAZ GROUP’S MAIN LOCATIONS
KGOK VGOK Raspadskaya
YKU Neryungriugol OSM
Moscow Mine 12
London Luxembourg EvrazRuda OSM
NTMK NKMK
ZapSib
Vitkovice Steel
Nakhodka Stratcor
OSM
Sea Port
Palini e Bertoli
Stratcor Highveld (24.9%)
Steel mills Iron ore mining
Vanadium Coal mining Sea port Main export countries
4
5. VISION AND STRATEGIC GOALS
Our Vision is to be a world class steel and mining company
and one of the Top 5 most profitable steelmakers globally by
ROCE and EBITDA margin through:
n Leadership in CIS construction and railway steel product
markets
n Strengthened positions in global flat product markets
n Lowest costs secured by superior efficiency and 100% self-
sufficiency in raw materials
n Growing vanadium business
5
6. 2006 WORLD STEEL
PRODUCTION
n 2006 world crude steel output reached 1,239.5 mln tonnes representing an
increase of 8.8% y-o-y. China produced 418.8 mln tonnes
n In Russia, crude steel production grew by 6.8% to 70.6 mln tonnes and
apparent consumption increased by 20%
n Global steel demand likely to grow 5% in 2007 and at 3%+ per annum over
the next decade
1400
mln tonnes
1200
1000
China
RoW
800
CIS
EU
600
USA
Japan
400
200
0
2000 2001 2002 2003 2004 2005 2006
Source: IISI report and Evraz estimate
6
7. CONSTRUCTION GROWTH
IN RUSSIA
n Construction growth in Russia and CIS continues to outperform GDP
n Growth of home construction in Russia is expected to grow at 10% annually
n The share of monolithic construction is expected to grow to up to 50%
New Housing Construction in Russia Share of Cast-in construction
mln m2
61 62.3
60.3 %
55 100
50.2 10 10
43.6 80
41 30
50
60
40
60
20 40
0
2004 2005 2006 2007* 2008* 2009* 2010* 2005 2010*
Panel Cast-in Brick
Sources: Goskomstat RF data and forecasts; Deutsche Bank UFG
7
8. REBAR MARKET IN RUSSIA
n Russian and CIS steel consumption per capita remains below global
benchmarks
n Rebar market increased by 30 % in 2006
n Steel usage in construction is expected to increase from 75 kg per m2 to
93 kg per m2 due to higher volumes of monolithic buildings
Rebar market growth Rebar market by Regions
‘000 tonnes
Ea st-Sibe rian Fa r Ea st
2% 3%
W e st-Sibe ria n
4,860 5%
+30%
3,730
3,276 +14% Urals
8%
North-W e st Ce ntra l pa rt
incl. incl. Moscow &
St.Pe te rsbour the re gion
g & the re gion 48%
10%
26% 30% 26%
South
2004 2005 2006 region, 9%
Evraz G roup Other producers
Privolz hye
Source: Evraz market estimates 15%
8
9. Commercial Real Estate
Construction
n The Russian commercial real estate market has benefited substantially
from the country’s strong economic growth and high levels of business
activity
n The overall expansion of the economy and growing consumer demand are
beginning to take hold throughout Russia
mln m2
12
10
4.8
8
4.4
3.6
4.0
6 3.3
2.0
2.4 2.5 2.0
4 2.0
2.1
1.0 1.9
2 3.5 4.0
0.9 3.0 3.0
2.1
1.4
0.8
0
2004 2005 2006 2007* 2008* 2009* 2010*
Offic e Ret ail Warehousing
Source: Deutsche Bank UFG
9
10. SECTIONS MARKET IN RUSSIA
n Sections market growth due to the strong investments in industrial and
infrastructure constructions
n Strong demand for H-beams and channels, Evraz leadership products
n Angles demand softening with substitution by channels, structural tubing
and aluminium for light weight industrials constructions
Sections market in Russia Evraz share on sections market
‘000 tonnes 2,886 ‘000 tonnes +6% 2,886
3,000 3,000 2,715
2,715 +7%
2,516 (1)% 2,516
2,500 +6% 2,500
41%
44%
2,000 45% 2,000
1,500 +8% 1,500
+15% 23%
23%
22% 50%
1,000 1,000
+15% 46%
+6%
33% 35%
500
33% 500 42%
0 0
2004 2005 2006 2004 2005 2006
Channe l H-be am Angle Evra z Gro up O the rs
*CAB means Channels, Angles and Beams
Source: Evraz market estimates
10
11. AVERAGE RUSSIAN MARKET PRICES
FOR LONG PRODUCTS*
US$/t
1,000
850
700
550
400
250
100
3
04
04
4
05
05
5
06
06
6
3
3
4
4
5
5
6
6
04
05
06
0
-0
0
-0
0
-0
0
-0
-0
-0
-0
-0
r-
n-
r-
n-
r-
n-
g-
g-
g-
g-
b-
b-
b-
ct
ct
ct
ct
ec
ec
ec
ec
Ap
Ap
Ap
Au
Ju
Au
Ju
Au
Ju
Au
Fe
Fe
Fe
O
O
O
O
D
D
D
D
H-beams Channels Angles Rebars
Source: Evraz market estimates *on FCA basis
11
12. A
ug
-
0
100
200
300
400
500
600
03
O
ct
- 03
D
ec
Source: Metall-courier
-
US$/t
03
Fe
b-
0
Ap 4
r-
0
Ju 4
n-
04
A
ug
-0
O 4
ct
-0
D 4
ec
-0
Fe 4
b-
05
A
pr
Billet (FOB, Far East)
-0
Ju 5
n-
05
A
ug
-0
O 5
ct
-0
D 5
ec
-0
Fe 5
b-
0
Ap 6
r-
0
Ju 6
n-
0
Au 6
g-
0
Slab (FOB, Far East)
O 6
ct
-0
D 6
ec
-0
Fe 6
b-
07
12
SLABS & BILLETS PRICE DYNAMICS
13. 2006 DEVELOPMENTS
n Crude steel production grew by 16.3% to 16.1 million tonnes of crude steel
n Rolled products increased by 19.5% to 14.5 million tonnes driven by organic growth
and acquisitions in Europe
n Strong growth on Russian market with favourable pricing environment through
2006
n Acquisition of 24.9% in Highveld Steel and Vanadium Corporation (South Africa) for
$208 mln in July
n Acquisition of 72.84% in Strategic Minerals Corporation (USA) for $110 mln in August
n Successful IPO of OAO Raspadskaya in November
n Acquisition of Oregon Steel Mills (USA) for $2.3 bln in January 2007
n Revamp of BF5 and CB5 at NTMK inline with Capex program focused on efficiency
improvement at the front end of steel production
13
14. 1H06 STEEL SEGMENT* RESULTS
n 1H06 Consolidated steel products sales volume up 23% to 8.3 mln tonnes
n Russia remains key market contributing 50% to total steel segment revenue
for 1H06
n Sales into attractive European and US markets increased by a factor of 5
n 21% increase in semi-finished sales volumes driven by organic growth and
world steel market demand
Steel Segment Sales by Region Steel Segment Sales by Product
North and
South CIS
America 3%
3%
C o nstructio n,
2,197
Europe
16%
Russia Se mi-finishe d,
50% 4,164
P la te s , 830
Asia
28%
Ra ilw a y , 789
O the r**, 181
*Excluding Oregon Steel Mills operations Mining, 139
14
15. 1H06 STEEL SALES* BY REGION
n 1H06 Domestic sales volumes increased by 13.8% to 3.65 million tonnes
n 1H06 Non-Russian sales volumes increased by 31.8% to 4.65 million
tonnes
n European assets plates sales volumes increased 843%
n Construction steel export volumes shifted to attractive Russian market
n Favourable domestic pricing environment through 2006
Russian Sales Mix Non-Russian Sales Product Mix
‘000 tonnes ‘000 tonnes 110
669
714
+20%
42 416
597
71 - 28%
871
580 617
-1% 60%
879 380
1,342
+8% 541
27%
499 1,053
+18%
784 6%
663
1,412 1,491
+30%
573 744
1H05 1H06 1H05 1H06
Rebars Sections Rails Other finished Semis Billets Slabs Other semis
Construction Plates Other finished
*Excluding Oregon Steel Mills operations
15
16. GROWING VANADIUM BUSINESS
n Best strength to weight ratio of common engineering materials
n Steel industry responsible for 90% of consumption
n In June Evraz acquired 24.9% in Highveld
n In August Evraz acquired 72.84% in Strategic Minerals Corporation
n 1H06 Vanadium slag sales totaled $83 mln
Vanadium consumption growth rate V as proportion of steel prices
m tonnes ‘000 tonnes
1550 80
FeV, $/kg
Steel production
Vanadium consumption 80 20.0%
1450
Steel production
Vanadium consumption 70
70
1350
15.0%
60
1250 60
1150 50
50 10.0%
1050 40
950 40 30
5.0%
850
20
30
750 * European hot rolled coil price
10 0.0%
650 20
1995 2004 2005 2006f
1980 1983 1986 1989 1992 1995 1998 2001 2004 2007 2010 2013 Cost of V ($/t steel) V as % of produc t value
Source: CRU, Evraz
16
17. SUCCESSFUL IPO OF RASPADSKAYA
§ One of the 10 largest producers of coking coal in
Financial Highlights Russian the world
leading
coking coal
§ 781 mln tonnes of high quality coking coal proved
541 and probable reserves in Russia
US$ mln producer
§ Evraz interests remains at 40 %
421
§ Cash cost of concentrate production in the bottom
quartile of the global cash cost curve (19$/t)
322
Efficiency
259
§ Operational efficiency on par with global peers
218 § Compact integrated operating complex
165
127 120 Strong § EBITDA margin – c. 60% in each of the last two
financial years
51
performance § ROCE in 2005(1) – 31%
2004 2005 1H 2006 Listing § 18% of the capital placed on RTS and MICEX
Revenue EBIT DA Net inc ome
§ $2.25 per share
Pricing § Implied market value of $1.76bn
Production Growth*
§ 2.1 times oversubscribed
‘mln tonnes
CAGR 2006-2010 - 12%
§ Target production volume growth 2006-2010 –
17.0 12% CAGR
Growth
§ Projects under way to further strengthen
CAGR 2001-2005 - 10% Raspadskaya’s positions in domestic market
10.6 potential
§ Growth of market share in Ukraine and Eastern
Europe and access to rapidly growing markets of
6.7
South East Asia
2001 2006 2010T
Source: Raspadskaya, IMC
*2006 Production include production by MUK-96 and Razrez Raspadsky since December 31, 2005
17
18. OREGON STEEL MILLS
n In January 2007 Evraz successfully completed tender offer for shares of
Oregon Steel at $63.25 per share with total value of $2.3 bln
n The acquisition of Oregon Steel represents a solid platform for Evraz as a
footprint in North America.
n Transaction secures an important place on the attractive plate market and
in the expanding pipe business in North America.
n The combined company will also be the leading rail producer globally
Financial Highlights Sales, million tons
1,800 23% 25%
US$ mln
1,600 19% 1,500 2,000
20%
16%
1,400
1,258 350 1,725 1,660
1,185 15% 1,635
1,200 1,486
229
238 10%
1,000
800 723 5%
9
600
0%
400
-5%
200
-8%
0 -10%
2003 2004 2005 2006E 2003 2004 2005 2006E 2007E
Revenue EBIT DA* EBIT DA Margin
Source: Oregon Steel Mill
18
19. OREGON STEEL MILLS
n Leading West Coast steel producer with total capacity of 2.3 million tonnes
n Leading commodity and specialty plate producer in the Western United States
n Leading rail producer in North America
n Leading large diameter line pipe producer in North America
2006E Sales by Product
Structural
Tubing 77,000
Rod and Bar 5%
288,000 17%
Welded Pipe
265,000 16%
Seamless Tube
Camrose
Pipe Mill 65,000 4%
Portland
Plate Mill Plate and Coil
Structural Tube Mill Rail 448,000
516,000 31%
Cut-to-Length Line 27%
Large Diameter Pipe Mill
Pueblo
Steel Mill Rocky Mountain Oregon Steel
Rails Mill
Rod and Bar Mill
Steel Mill Mill Division
Steamless Pipe Mill 801,000 tons 858,000 tons
48% 52%
Source: Oregon Steel Mill
19
21. PRICE DYNAMICS
n The gap between Chinese and US steel prices has narrowed to below $75/t
in January and not sufficient to cover transport expenses ($60/t) and risks
n Growth of cash costs in China will push breakeven line of steel products
(price increase for iron ore, ocean freight ($10-15), electricity, further
appreciation of the CNY versus the USD)
World HRC Spot Prices US HRC Price vs. Cash Costs
21
22. EVRAZ 2006 PRODUCTION
RESULTS*
Pig Iron, ‘000 tonnes Rolled Products, ‘000 tonnes Steel, ‘000 tonnes
+19.6% +16.3% 16,115
14,457 13,852
+11.4% 12,754 4,103
11,453 12,086
3,6 10
3,639
3,085
2,955 3 ,218
Q4
Q4 9M
Q4 9M
9M
200 5 2 006 2005 2006
2005 2006
IRON ORE ‘000 tonnes COAL**, ‘000 tonnes
(5.5)%
+1.9% 17085
16,666 16,989 16137
4,053 4,275
+43.2%
9160 2005
Q4
9M 2006
6395
+43.2%
588 842
2005 2006 Evraz (Mine12) Raspadskaya Yuzhkuzbassugol
**Excluding Oregon Steel Mills operations
*Mine 12 operational results are consolidated into the Group since April 2005. Evraz Group holds 40% beneficial interest in OAO Raspadskaya and 50% interest in
Yuzhkuzbassugol. Operational results of Yuzhkuzbassugol are consolidated into the Group since December 31, 2005, while operational results of OAO Raspadskaya are consolidated
into the Group since March, 2004, and include production by MUK-96 and Razrez Raspadsky since their acquisition in May 31, 2006. 22
23. STRONG BALANCE SHEET (excluding OSM)
n Current credit ratings (reaffirmed after OSM tender offer): BB by Fitch;
Ba3 by Moody’s; BB- by S&P
n Well-capitalised balance sheet to fund future growth
Net Debt-to-EBITDA Ratio Total Assets
3,000 1.2 8,000 80%
US$ mln US$ mln
1.0
7,000 67% 70%
2,500 0.9 1 7,317
2,652 6,000 60%
2,394
6,663
2,000 0.8
5,000 50%
1,883
0.5 4,000 40%
1,500 1,736 0.6
4,253
1,374 3,000 27% 30%
1,000 0.4
1,094
2,000 20% 20%
500 0.2
1,000 10%
0 0 0 0%
2 2004 2005 LTM 2
2004 2005 LT M
3
1 Total Assets ROCE
Total Debt Net Debt Net Debt/EBITDA
1Net debt equals total debt less cash & cash equivalents and short-term bank deposits
2Evraz have not prepared audited or reviewed financial statements for the 12 month period ended 30 June 2006. Financial indicators presented under LTM (last twelve months)
are calculated as a sum of 1H06 financial results and FY05 less 1H05 financial results
3ROCE represents profit from operations plus profit from equity investments less income tax over total equity plus interest bearing loans and lease average for the period 23
24. COST STRUCTURE
n 1H06 Cost of revenues up y-o-y 11.9% to $2,520 mln as a result of higher
steel sales volumes, lower raw material prices and acquisitions impact
n Risk of further cost increase concentrated in energy and labour expenses
Steel Segment Costs Mining Segment Costs
Depreciation
Energy SG&A
3% Raw materials
7% 11%
Staff 20%
8%
Other
18%
Other
8%
Raw materials
54%
Staff
SG&A 20%
10%
Energy
Transport 24% Depreciation
10% 7%
24
25. OSM US PEERS PROFITABILITY
n Superior profitability of OSM vs most US peers due to high margin product mix
§ Sales per ton ratio of $846 in 2005 and $951 in 3Q06
§ EBITDA per ton of $155 in 2005 and $249 in 3Q06
Revenue per tonne (US$) EBITDA(1) per ton (US$)
294 296
249
951 957
876
846
733 714
740 184
702
167
608 621 155
135
121 117
89
Oregon Steel Steel Dynamics Nucor Ipsco US Steel Oregon Steel Mill US Steel Nuc or Steel Dynamic s Ipsc o
Mill 2005 Q3 2006
2005 Q3 2006
(1) EBITDA is defined as the sum of net income, depreciation and amortization, interest, and income taxexpense and excludes
fixed and other asset impairment charges,labor dispute settlement charges, settlement of litigationand loss on early
extinguishment of debt
25
26. US FLAT PRODUCTS
IN 2007 – 2010
§ In 2007 flat steel consumption is likely to decline by 2.5% based on volumes
reduction of building construction and automobile production. In future
consumption growth is estimated at 3% a year.
+2.8
+2.9
+3.2 +2.9
+4.3 -2.5 11 395 Other industrial goods
10 862
9 696 10 355
9 332 9 909
5 556
5 712 Other consumer goods
5 200 5 415
5 043 5 304
13 073
11 645 12 955 Pipes
10 671 12 847
12 556
18 004
19 244 18 107 18 121
20 359 18 632 Automobiles
16 994 17 494
18 899 15 495
16 495 Building construction
18 844
19 925 21 076 22 295
18 153 18 884
16 052 Non-building construction
2005 2006E 2007F 2008F 2009F 2010F
Source: AIIS, Morgan Stanley Research, US Census Bureau, Moody’s, Standard Poor’s, UBS, Evraz estimates
26
27. US PLATE MARKET
Plate Consumption Consumption structure, 2005
Railway
‘000 tonnes -3% Others
%
28% Ship industry 4.6
-4% 3.2
buildings
34% 4.1
Raw
9,890 9,633 materials
5.4
8,468
8,030 7,700
Pipes
17.1
Constructio
n and
service
2002 2003 2004 2005 8 m 2006 centres
65.6
Plate prices
$/tonne
US Midwest mill, FOB Export Import
950
900
850
800
750
700
650
600
550
500
450 Jan 05 Mar 05 May 05 Jul 05 Sep 05 Nov 05 Jan 06 Mar 06 May 06 Jul 06 Aug 06 Oct 06
Note: all indicators are calculated from short tons into the metric ones (1 short ton = 0.907 metric ton)
Source: SBB, International Trade Administration data
27