Investor Presentation - Welspun

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Welspun Group | Welspun Corp Ltd 2. Robust Business Fundamentals - Healthy Order Book Strongly Positioned • Strong presence in 2 of the bigger Oil & Gas markets – North America and Middle Consistent Production ‘000 MT East; well positioned to take advantage of higher realization margins in Latin American markets. • WCL marquee clients - Exxon Mobil, Kinder Morgan, El Paso and GAIL • Long term contract - TransCanada & Statoil, Framework Agreement - Chevron 1000 800 600 400 717 193 814 384 958 819 500 507 398 251 *Current Order book (1,227K MT of pipes and 20K MT of external plates) stands at US$ 1.6 billion Pipe Orders Booked Pipe Orders Executed Closing Pipe Orders Year MT (in '000 tons) MT (in '000 tons) MT (in '000 tons) FY 2008-09 807 695 781 FY 2009-10 824 814 791 FY 2010-11 844 909 726 FY 2011-12 1,163 835 1,029 H1 FY 2012-13 557 359 1,227 *Current Pipe Order Book – Geographical Distribution by Volume Domestic 16% 200 0 100% 80% 60% 40% 20% 0% FY 09 FY 10 FY 11 FY 12 H1 FY13 Total Pipe Production Total Plate Production Export-Domestic Revenue Break up % 33% 34% 48% 67% 82% 72% 71% 66% 52% FY07 FY08 FY09 FY10 FY11 FY12 * Export Domestic Export 84% * FY12 pipe exports by value are ~ 70%, but the above figure has gone down due to consolidation of various businesses
Welspun Group | Welspun Corp Ltd 2. Robust Business Fundamentals – Leadership Position Global Market Expansion World’s largest diameter steel pipe producers (1) 2007 output (million tonnes) Salzgitter/Europipe* (Germany) 1.3 Saudi Arabia Iraq Welspun (India) 1.0 Canada Spain Venezuela Russia JFE (Japan) 0.7 Sumitomo (Japan) 0.7 US (Trader Mkt.) US (Projects) Mexico Peru Bolivia Algeria Egypt Columbia Oman Qatar Kuwait Indonesia Sudan China Bangladesh Thailand Malaysia Evraz** (Russia) 0.6 Nippon Steel (Japan) 0.6 Riva (Italy) 0.6 PSL (India) 0.5 JSW (India) 0.3 ArcelorMittal (Luxembourg) 0.2 Year 2000–2001 Year 2001–2002 Year 2002–2003 Year 2003–2004 Year 2004–2005 Year 2005–2006 Year 2006–2007 Year 2007–2008 Year 2008–2009 Year 2010-2011 Year 2011-2012 Year 2009– 2010 Stupp (US) 0.1 Tata/Corus (India/UK/Netherlands) 0.1 Others*** 7.3 What Sets WCL Apart From Competition • Decade Long Experience • One stop solution • High Capacity Equipment to Meet Future Demand • Proven execution and strong management experience Framework Agreements • Features - Selected few companies considered for supplies that meet stringent process of qualification - Typically customers with large requirement over a period of time - Flexibility in pricing terms and continuous business • Current Framework Agreements - Chevron WCL was rated 2 nd largest Pipe Company in 2007 and has since reached capacity of 2.25 MTPA Note 1. As reported by Financial Times on April 13, 2008
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Investor Presentation - Welspun

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