SSAB Capital Markets Day 2025 Summary Company Overview - **Company**: SSAB (OTCPK:SSAA.F) - **Event**: Capital Markets Day 2025 - **Date**: November 04, 2025 - **Location**: Oxelosund, Sweden Key Points and Arguments Strategic Direction - SSAB is transitioning from old technology to new technology, emphasizing innovation in steel production [2][14] - The company aims to enhance its premium leadership in the market, focusing on unique customer value and advanced high strength steel [22][23] Market Position - SSAB Special Steel holds a global market share of approximately 30%, with 50% market share in North America, South America, and Europe [24][25] - SSAB Americas has been ranked as the number one supplier for quality and delivery performance [25] - The company is positioned as a preferred supplier for specialty grades and quenched and tempered steel [25] Financial Performance - SSAB has maintained an average EBITDA of 14% over business cycles, outperforming European peers despite challenges from cheap imports [29][30] - The company has a net cash position of approximately SEK 811 billion and is committed to a 40% dividend of net profit [29][31] Investment Strategy - SSAB plans to increase strategic investments to reposition itself in the market, focusing on premium products and reducing dependency on spot market prices [32][36] - The company is investing in electric arc furnaces and new production lines to enhance efficiency and capacity [63][66] Industry Dynamics - The global steel industry is facing overcapacity, particularly from subsidized imports from Asia, which is changing the competitive landscape [41] - SSAB anticipates the implementation of safeguards by the European Commission to protect the European steel industry [41][42] Product Development - SSAB is focusing on advanced high strength steels, which are increasingly in demand across various sectors, including automotive and construction [40][46] - The company is developing unique products like the Dokol 1,700 and ARMORCs for specialized applications [51][53] Sustainability and Low Emission Steel - SSAB is committed to producing low emission steel and anticipates strong demand from automotive companies willing to pay a premium for sustainable products [86][88] - The company is exploring hydrogen-reduced DRI production in partnership with LKB to secure green feedstock [93][95] Future Outlook - SSAB aims to increase its premium product share to 55% by 2030, with ambitions to reach 75% thereafter [60][61] - The company is well-positioned to capitalize on market trends favoring advanced high strength steel and sustainable production methods [70] Additional Important Content - SSAB's operational excellence is demonstrated through continuous improvements in safety and production stability, with a focus on reducing lost time injury frequency [39] - The company is exploring value-added operations, including 3D printing and laser hardening, to enhance its product offerings [55][56] - SSAB's strategy includes a strong emphasis on collaboration with customers to develop tailored solutions that deliver significant value [104][105]

Welcome to Capital Markets Day 4 November 2025 Capital Markets Day 2025 08.50 Moderator Helena Norrman, Head of Group Communications Johnny Sjöström, President & CEO 09.40 Per Elfgren, Head of SSAB Special Steels 10.05 Tony Harris, Head of SSAB Europe 10.45 Chuck Schmitt, Head of SSAB Americas 11.05 Fredrik Haglund, President Tibnor 11.25 Sami Eronen, President Ruukki Construction 11.45 Q&A 12.45 Carl Orrling, CTO & Head of Transformation Office 13.05 Leena Craelius, CFO 13.25 Summary and Q&A 13.45 Presenta ...