Investor Presentation - Welspun
Investor Presentation - Welspun
Investor Presentation - Welspun
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<strong>Welspun</strong> Group | <strong>Welspun</strong> Corp Ltd<br />
2. Robust Business Fundamentals - Healthy Order Book<br />
Strongly Positioned<br />
• Strong presence in 2 of the bigger Oil & Gas markets – North America and Middle<br />
Consistent Production<br />
‘000 MT<br />
East; well positioned to take advantage of higher realization margins in Latin<br />
American markets.<br />
• WCL marquee clients - Exxon Mobil, Kinder Morgan, El Paso and GAIL<br />
• Long term contract - TransCanada & Statoil, Framework Agreement - Chevron<br />
1000<br />
800<br />
600<br />
400<br />
717<br />
193<br />
814<br />
384<br />
958<br />
819<br />
500 507<br />
398<br />
251<br />
*Current Order book (1,227K MT of pipes and 20K MT of external plates) stands<br />
at US$ 1.6 billion<br />
Pipe Orders Booked Pipe Orders Executed Closing Pipe Orders<br />
Year MT (in '000 tons) MT (in '000 tons) MT (in '000 tons)<br />
FY 2008-09 807 695 781<br />
FY 2009-10 824 814 791<br />
FY 2010-11 844 909 726<br />
FY 2011-12 1,163 835 1,029<br />
H1 FY 2012-13 557 359 1,227<br />
*Current Pipe Order Book – Geographical Distribution by Volume<br />
Domestic<br />
16%<br />
200<br />
0<br />
100%<br />
80%<br />
60%<br />
40%<br />
20%<br />
0%<br />
FY 09 FY 10 FY 11 FY 12 H1 FY13<br />
Total Pipe Production Total Plate Production<br />
Export-Domestic Revenue Break up %<br />
33% 34%<br />
48%<br />
67% 82% 72% 71% 66%<br />
52%<br />
FY07 FY08 FY09 FY10 FY11 FY12<br />
*<br />
Export<br />
Domestic<br />
Export<br />
84%<br />
* FY12 pipe exports by value are ~ 70%, but the above figure has gone down<br />
due to consolidation of various businesses
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