Tenaris SA Investor Presentation- London Transcript - Thomson StreetEvents

Tenaris SA Investor Presentation- London Transcript

Tenaris SA Investor Presentation- London Transcript - Thomson StreetEvents
Tenaris SA Investor Presentation- London Transcript
Published Sep 24, 2024
24 pages (17324 words) — Published Sep 24, 2024
Price US$ 54.00  |  Buy this Report Now

About This Report

  
Abstract:

Edited Transcript of TENR.MI conference call or presentation 24-Sep-24 11:00am GMT

  
Brief Excerpt:

...Well, good morning, everybody, and welcome to Tenaris investor presentation. Thank you very much for joining us today. We are very happy to be back in London after quite a long time. Before we start, I would like to remind you that during the event, we will be discussing forward-looking information and that our actual results may vary from those expressed or implied during the event. Quick introduction on the program for the day. We will start with a short video on our operations and services around the world, and then we will move on to a presentation by our Chairman and CEO, Paolo Rocca; together with our Chief Operating Officer, Gabriel Podskubka; and the President of our US operation, Luca Zanotti. After the presentation, we will have a Q&A session. And for that, we will also have Alicia Mondolo, our Chief Financial Officer; and Guillermo Vogel, Vice Chairman of our Board of Directors. After the Q&A, for those of you who wish to stay, there will be light lunch that will be served just...

  
Report Type:

Transcript

Source:
Thomson StreetEvents
Company:
Tenaris SA
Ticker
TENR.MI
Time
11:00am GMT
Format:
PDF Adobe Acrobat
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The following is excerpted from the question-and-answer section of the transcript.

(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)

Question: Arun Jayaram - JPMorgan - Analyst : Good afternoon. Arun Jayaram from JPMorgan. I'd love to hear about your buildup of your demand forecast. You talked about maybe 500 kilotons of growth. I think 200 of that is between China and Russia. But talk us through what your -- the buildup of that model, what you're thinking about internationally because there are some concerns around international spending growth next year?

Question: Arun Jayaram - JPMorgan - Analyst : Hi. Thank you. The investments that you're making in renewable energy, what kind of returns on that investment are you expecting to see? And are you expecting more of investments in energy infrastructure beyond that?

Question: Arun Jayaram - JPMorgan - Analyst : The $200 million that you're spending on wind farms, what do they have a payback period that we can rely on? REFINITIV STREETEVENTS | www.refinitiv.com | Contact Us consent of Refinitiv. 'Refinitiv' and the Refinitiv logo are registered trademarks of Refinitiv and its affiliated companies.

Table Of Contents

Tenaris SA Q1 2025 Earnings Call Transcript – 2025-05-01 – US$ 106.00 – Edited Transcript of TENR.MI earnings conference call or presentation 1-May-25 12:00pm GMT

Tenaris SA Q4 2024 Earnings Call Transcript – 2025-02-20 – US$ 54.00 – Edited Transcript of TENR.MI earnings conference call or presentation 20-Feb-25 1:00pm GMT

Tenaris SA Q3 2024 Earnings Call Transcript – 2024-11-07 – US$ 54.00 – Edited Transcript of TENR.MI earnings conference call or presentation 7-Nov-24 1:00pm GMT

Tenaris SA Q3 2023 Earnings Call Transcript – 2023-11-02 – US$ 54.00 – Edited Transcript of TENR.MI earnings conference call or presentation 2-Nov-23 12:00pm GMT

Tenaris SA Q2 2023 Earnings Call Transcript – 2023-08-03 – US$ 54.00 – Edited Transcript of TENR.MI earnings conference call or presentation 3-Aug-23 12:00pm GMT

Tenaris SA Q1 2023 Earnings Call Transcript – 2023-04-27 – US$ 54.00 – Edited Transcript of TENR.MI earnings conference call or presentation 27-Apr-23 1:00pm GMT

Tenaris SA Q4 2022 Earnings Call Transcript – 2023-02-16 – US$ 54.00 – Edited Transcript of TENR.MI earnings conference call or presentation 16-Feb-23 2:00pm GMT

Tenaris SA Q3 2022 Earnings Call Transcript – 2022-11-04 – US$ 54.00 – Edited Transcript of TENR.MI earnings conference call or presentation 4-Nov-22 1:00pm GMT

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MLA:
Thomson StreetEvents. "Tenaris SA Investor Presentation- London Transcript" Sep 24, 2024. Alacra Store. May 13, 2025. <http://www.alacrastore.com/thomson-streetevents-transcripts/Tenaris-SA-Investor-Presentation-London-T16062166>
  
APA:
Thomson StreetEvents. (2024). Tenaris SA Investor Presentation- London Transcript Sep 24, 2024. New York, NY: Alacra Store. Retrieved May 13, 2025 from <http://www.alacrastore.com/thomson-streetevents-transcripts/Tenaris-SA-Investor-Presentation-London-T16062166>
  
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