E ieri erano stati diffusi i conti dell'ultimo trimestre... riporto questa Bloomberg che informa peraltro del calo della produzione globale di acciaio nell'ordine del 24% y-o-y verificatasi a gennaio e del calo del 43% dei coils laminati a caldo, un benchmark per gli acquisti di semilavorati da parte delle industrie automobilistiche e delle costruzioni.
Circa V, il calo della domanda ha abbattuto l'utile netto, mentre le vendite, sono ancora marginalmente salite nel trimestre, dell'1,5% su base annua, un risultato complessivo piuttosto buono se raffrontato a quello di molti competitors.
Anche il taglio alla forza lavoro ed alle ore lavorate appare abbastanza contenuto, sempre se raffrontato a quello altrui.
Per l'esercio fiscale in chiusura al 31 marzo prossimo, V cmq prevede un EBITDA nell'ordine di 1,7 mld euro contro gli 1,84 dell'anno precedente, ed un EBIT di 1 mld euro contro gli 1,12 dell'esercizio percedente.
Impossibile un forecast per l'esercizio 2009/10 (aprile 2009 marzo 2010) stanti le condizioni di mercato, V prevede che anche nel peggiore dei casi registrerà un utile operativo significativo.
La decisione circa la costruzione del maximpianto di V in Est Europa è rinviata
sine die.
Voestalpine Third-Quarter Profit Falls on Weaker Steel Demand
y Zoe Schneeweiss
Feb. 25 (Bloomberg) --
Voestalpine AG, Austria’s biggest steelmaker, said fiscal third-quarter profit fell 57 percent after the global economic slowdown cut demand from construction companies and automakers.
Net income declined to 68.6 million euros ($88 million) in the three months through December, from 161.2 million euros a year earlier, the Linz-based company said in an e-mailed
statement. That beat the 64.6 million-euro median forecast of six analysts surveyed by Bloomberg News. Sales increased 1.5 percent to 2.79 billion euros.
Steelmakers around the world have cut production and payrolls as demand and prices plunge. ArcelorMittal said in November it would reduce output by more than 30 percent and eliminate as many as 9,000 jobs. Voestalpine is cutting about 300 of its 42,062 workers and work hours for about 7,600 employees.
“The recession affected all customer segments within a matter of only a few weeks, and the crisis has even washed over into the threshold countries which served as the driver for the global economy over the past years,” Voestalpine said in the statement.
Voestalpine
forecast earnings before interest, tax, depreciation and amortization of about 1.7 billion euros for the year ending March 31, compared with 1.84 billion euros a year earlier. Earnings before interest and tax will be about 1 billion euros, compared with 1.12 billion a year earlier, it said.
Market ‘Uncertainty’
The “current uncertainty about future market developments in general make reliable predictions” for the year beginning April 1 “impossible,” Voestalpine said. “However, even with continually negative market development, we still expect to report a clearly positive operating result.”
Voestalpine
fell 48 cents, or 3.9 percent, to close at 11.97 euros in Vienna yesterday, the lowest since November 2004. The stock has fallen 72 percent in the last 12 months, valuing the company at 1.97 billion euros.
The company said in December that a decision about building a steel mill in the Black Sea region, its biggest-ever investment, was deferred “indefinitely” because of slowing economic growth in the region.
The price of European hot-rolled coil steel, a benchmark product used in cars and construction, declined 43 percent in the last three months of 2008 to $425 a metric ton, according to data compiled by Metal Bulletin.
Global steel production fell an annual 24 percent in January, the World Steel Association said Feb. 20.
