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Voestalpine (OTCPK:VLPN.Y) 2025 Earnings Call Presentation
2025-10-09 12:00
Financial Performance & Targets - voestalpine Group's revenue target for 2024/25 is €157 billion[4] - The group aims for an EBITDA of €13 billion by 2024/25[4] - The group aims for an EBIT of €455 million by 2024/25[4] - The company targets a payout ratio of 30% of earnings per share (EPS) with a minimum dividend of EUR 040 per share[41] Strategic Focus & Growth - The company focuses on differentiation in metals production and growth in processing[20] - The company aims to expand its product range with existing customers and globalize successful businesses[25] - The company is committed to maintaining a solid credit profile with an implied BBB rating[46] Decarbonization Strategy - The company aims to have 65% of its business decarbonized by 2027, transitioning from 5 blast furnaces to 3 blast furnaces and 2 EAFs[27] - The company plans to reach 80% decarbonization by 2030-2035 with 1 blast furnace and 4 EAFs[27] - The company targets 100% decarbonization by 2035-2050 using 4 EAFs, 1 EAF/Smelter, and breakthrough technologies[27] Divisional Performance (BY 2024/25) - Steel Division revenue is €57991 million with an EBITDA of €7438 million and an EBITDA margin of 128%[94] - High Performance Metals Division revenue is €31822 million with an EBITDA of €830 million and an EBITDA margin of 26%[133] - Metal Engineering Division revenue is €41679 million with an EBITDA of €4611 million and an EBITDA margin of 111%[168] - Metal Forming Division revenue is €31251 million with an EBITDA of €1693 million and an EBITDA margin of 54%[200]