Voestalpine : Presentation to German Corporate Conference 2023 on 17.1.2023
January 18, 2023 at 10:10 am
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22ND GERMAN CORPORATE CONFERENCE
Investor Relations
JANUARY 2023
voestalpine AG
www.voestalpine.com
voestalpine GROUP
DEVELOPMENT BY 2022/23
Environment of BY 2022/23 was challenging so far: war in Ukraine, high energy prices and high inflation, logistic issues, supply chain problems, COVID-19 infections, etc.
Nevertheless, demand for voestalpine products stayed solid
Unchanged strong demand in energy sector, further upswing in aviation industry
Positive market environment in railway infrastructure & storage technology
Automotive continued development largely stable with curbed car production due to supply chain issues
Demand from consumer goods and construction industry started to soften after summer
Global footprint of voestalpine Group balanced developments
Europe and North America: after strong start into BY 2022/23 slowdown of economic sentiment due to soaring inflation and significant increases in interest rates
Brazil: solid economic development, additionally supported by stimulus packages of presidential elections
China: zero-COVID-policy slowed economy over most of BY 2022/23, currently reopening in progress
voestalpine AG
2 | January 2023 | Investor Relations
DEVELOPMENT OF DIVISIONS
voestalpine AG
3 | January 2023 | Investor Relations
STEEL DIVISION
BUSINESS DEVELOPMENT
European steel market in general
Volatile business environment in European steel sector after start of war in Ukraine
Capacity curtailments of European steel mills helped balancing the market
Strong destocking trends towards end of calendar year 2022
voestalpine Steel Division
voestalpine Steel Division developed significantly more stable in comparison due to contract structure and focus on steel specialties
After strong start of BY 2022/23, weakening demand trends in consumer good and building industry
Automotive industry with continued supply chain issues, but overall stable demand trend
High demand from energy industry supports Heavy Plate business
Outlook for remaining BY 2022/23
Roughly stable development in automotive expected
Somewhat lower demand from consumer goods and building industries expected
Ongoing positive trend in energy sector
voestalpine AG
4 | January 2023 | Investor Relations
STEEL DIVISION
FINANCIAL FIGURES PUBLISHED TO DATE (H1 BY 2022/23)
€m
Q1
Q2
H1
H1
Delta
22/23
22/23
22/23
21/22
in %
Revenue
1,826
1,611
3,438
2,468
+39.3
EBITDA
527
270
796
488
+63.1
EBITDA-%
28.8%
16.7%
23.2%
19.8%
EBIT
462
204
666
357
+86.8
EBIT-%
25.3%
12.7%
19.4 %
14.5%
voestalpine AG
5 | January 2023 | Investor Relations
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voestalpine AG published this content on 17 January 2023 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 18 January 2023 10:09:08 UTC.
Voestalpine AG is one of the European largest steel makers. Net sales break down by family of products as follows:
- flat steel (32.6%): hot and cold laminated steel, galvanized steel, sheet metal, etc.;
- long steel (21%): steering systems, rods, non-welded tubes, etc.;
- special steel (18.9%);
- steel components (18.6%);
- other (8.9%).
Net sales break down by market into automotive (31.6%), oil industry (15.4%), rail transportation (10.3%), construction (10.1%), civil and mechanical engineering (10%), household appliances (4.4%), aerospace (2.2%) and other (16%).
Net sales are distributed geographically as follows: Austria (7.5%), Europe (54.5%), North America (17.2%), Asia (6.9%), South America (4.6%) and others (9.3%).
VOESTALPINE AG 
