Investor Presentaiton
Competition
TMK faces competition from variety of sources but no dominant player
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Ukraine manufacturers constrained by new duty implications
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ChelPipe and Interpipe constrained by financial positions
TMK's has capacity in place for thread premium connections and more seamless unlike competitors
But our approach is to be:
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Customer focused service and technology approach delivering results
Investment in R&D maintain competition advantage
With our capex programme generating significant cost and capacity advantage
Main Investment Projects
Russia
Construction of EAF at Tagmet
Project Launched: 2013
Total capacity: 1 million tonnes
Capacity Increase: 600 thousand tonnes
Construction of FQM Mill at Seversky Pipe Plant
Project Launch: 2014
Total capacity: 600 thousand tonnes
Capacity increase: 250 thousand tonnes
USA
Source: TMK data
Threading
Period: 2012-2017
Additional Capacity: 230kt
Heat Treatment
Period: 2012-2017
Additional Capacity: 280kt
Seamless margins
increasing from 26% in
2010 to 27% in 3Q 2013
TMK
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