November 2010 - Welspun
November 2010 - Welspun
November 2010 - Welspun
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2. Robust Business Fundamentals & Healthy Order Book<br />
Strongly Positioned<br />
• <strong>Welspun</strong> serves several marquee<br />
customers like Exxon Mobil (Golden<br />
Pass Pipeline), Kinder Morgan, Ruby<br />
(El Paso) and GAIL because of its<br />
specialized offerings<br />
• It has long term contracts with giants<br />
like TransCanada; and framework<br />
agreements with Chevron, Saudi<br />
Aramco, etc<br />
• Successfully expanded into highly<br />
competitive North and Latin America to<br />
take advantage of higher realizations<br />
Current Capacities<br />
‘000 MT pa<br />
2,200<br />
1,800<br />
1,400<br />
1,000<br />
600<br />
200<br />
(200)<br />
350<br />
350<br />
300<br />
1,000<br />
200<br />
650<br />
LSAW HSAW ERW Total<br />
Pipe<br />
Existing Capacity<br />
1,550 1,500<br />
Plate Mill<br />
Proposed Capacity<br />
Going Strength to Strength<br />
Oil & Gas Co<br />
Approval<br />
Production<br />
( '000 MT)<br />
Revenue<br />
(US$ MM)<br />
PAT<br />
(US$ MM)<br />
No. of countries<br />
FY07 FY09 FY10<br />
36 >50 >50<br />
501 717 814<br />
571 1,250 1,637<br />
36 47 136<br />
Glob<br />
al<br />
Global<br />
Global<br />
Export Market 67% 76% 77%<br />
Production Growth<br />
Export Market Gaining Dominance<br />
‘000 MT<br />
900<br />
800<br />
700<br />
600<br />
500<br />
400<br />
300<br />
200<br />
100<br />
0<br />
814<br />
670<br />
718<br />
501<br />
508<br />
377<br />
384<br />
193<br />
228<br />
FY06 FY07 FY08 FY09 FY10 H1 FY11<br />
Pipes Plates<br />
100%<br />
80% 33%<br />
60%<br />
17% 24% 23%<br />
40%<br />
67%<br />
83% 76% 77%<br />
20%<br />
0%<br />
FY07 FY08 FY09 FY10<br />
Export Domestic<br />
<strong>November</strong> <strong>2010</strong> Page 9
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