销售业绩 - ArcelorMittal 2023年全年销售额为682.5亿美元，较2022年下降14.5%[3] - 2023年第四季度，ArcelorMittal NAFTA部门的销售额下降了7.7%，主要是由于平均钢铁销售价格下降了9.1%[30] - 2023年第四季度，ArcelorMittal Brazil部门的销售额下降了23.9%，主要是由于平均钢铁销售价格下降了8.6%[33] - 2023年第四季度，ArcelorMittal Europe部门的销售额下降了10.2%，主要是由于平均钢铁销售价格下降了4.4%[39] 财务表现 - 2023年全年调整后净收入为49亿美元，基本每股收益为5.78美元[3] - 2023年全年EBITDA为75.58亿美元，EBITDA/吨为136美元[3] - 2023年第四季度，ArcelorMittal的营业亏损为20亿美元，较2023年第三季度的12亿美元营业收入有所下降[26] - 2023年第四季度，ArcelorMittal的净亏损为2966亿美元，较2023年第三季度的净收入929亿美元有所下降[28] 股票回购与股东回报 - 公司在2023年回购了4540万股股票，自2020年9月底以来已减少33%[2] - 公司计划通过股票回购计划向股东返还至少50%的税后自由现金流[2] - 公司计划将年度基础股息从2023年的0.44美元提高至0.50美元，并通过股票回购计划向股东返还资金[2] 未来展望 - 公司计划通过新项目和战略投资在2026年底前将EBITDA增长约18亿美元[2] - ArcelorMittal预计2024年在美国，平板产品的表观钢材消费量预计将增长1.5%至3.5%[56] - 在欧洲，平板产品的表观需求预计将改善，增长范围在+2.0%至+4.0%之间[56] - 在印度，预计明年的表观钢材消费增长范围为+6.5%至+8.5%[56] 资本支出与债务管理 - 2024年的资本支出预计将保持在45亿至50亿美元的范围内[58] - 2023财年总资本支出为46亿美元，其中战略增长投资占14亿美元[67] - 2024年战略项目资本支出预计在14亿至15亿美元之间[67] - 2024年至2026年间，债务偿还计划中，2024年债券偿还为9亿美元，2025年为10亿美元，2026年为11亿美元[68] - 2023年底净债务为28.98亿美元，净债务与最近12个月EBITDA比率为0.4[69] 其他 - 公司在2023年签署了多项合同，供应低碳排放钢材，包括与Schneider Electric和Vestas的合作[11] - 公司在2023年启动了全面的独立第三方全球审计，以审查公司在全球范围内的健康与安全实践[7] - 公司完成了对巴西Companhia Siderúrgica do Pecém（CSP）的收购，企业价值约为22亿美元[96] - 公司推出了XCarb®品牌，旨在实现碳中和钢铁的可持续发展[98] - 公司签署了55亿美元的循环信贷协议，以支持可持续发展和气候行动战略[99]

5 February 2024, 22:15 CET ArcelorMittal (‘the Company') today announces the publication of its fourth quarter and full year 2023 sell-side analysts' consensus figures. The consensus figures are based on analysts' estimates recorded on an external web-based tool provided and managed by an independent company, Visible Alpha. To arrive at the consensus figures below, Visible Alpha has aggregated the expectations of sell-side analysts who, to the best of our knowledge, cover ArcelorMittal on a continuous basis ...

Analysts on Wall Street project that ArcelorMittal (MT) will announce quarterly loss of $0.81 per share in its forthcoming report, representing a decline of 159.1% year over year. Revenues are projected to reach $14.58 billion, declining 13.7% from the same quarter last year.Over the last 30 days, there has been no revision in the consensus EPS estimate for the quarter. This signifies the covering analysts' collective reconsideration of their initial forecasts over the course of this timeframe.Prior to a co ...

ArcelorMittal S.A. (MT) joined forces with Vestas, a key player in sustainable energy solutions, to introduce a low carbon-emissions steel solution that significantly reduces the lifetime carbon dioxide emissions associated with wind turbine tower production.This innovative steel is crafted using 100% steel scrap melted in an electric arc furnace powered entirely by wind energy at ArcelorMittal's Industeel Charleroi steel mill in Belgium. The resulting steel slabs are then transformed into heavy plates at A ...

ArcelorMittal S.A. (MT) is set to recommence operations at its Bosnia plant in the coming days, according to Reuters. The production had been halted in November due to a decline in steel demand across Europe. The company also cited factors such as reduced steel consumption since 2022, triggered by the war in Ukraine, escalating energy prices, output costs and inflation, as reported by Reuters. The ArcelorMittal Zenica plant will also resume receiving iron ore deliveries from its mines in northern Bosnia.Fol ...

ArcelorMittal (MT) rejected the Italian government’s proposal to acquire a controlling stake in Acciaierie d'Italia (“ADI”), a major steel plant in Europe formerly known as Ilva, according to a statement from the cabinet, as reported by Reuters yesterday.A confidential source informed Reuters that placing the financially struggling site under special administration might be the only viable option to prevent its closure. ArcelorMittal currently holds a 62% stake in ADI, while the remaining 38% is owned by th ...

ArcelorMittal S.A. (MT) has announced a collaboration with the Indian Institute of Technology ("IIT") Madras and is collaborating closely with IIT Madras' Hyperloop Technology teams – Avishkar Hyperloop, a student team and TuTr Hyperloop, a start-up incubated at IIT Madras – involved in the development of cost-effective Hyperloop technologies for passenger and cargo mobility at scale.ArcelorMittal and AM/NS India are supplying foundational steel materials, as well as engineering, design and project manageme ...

1Q’23 Roadshow Smarter steels for people and planet Disclaimer Forward-Looking Statements This document may contain forward-looking information and statements about ArcelorMittal and its subsidiaries. These statements include financial projections and estimates and their underlying assumptions, statements regarding plans, objectives and expectations with respect to future operations, products and services, and statements regarding future performance. Forward-looking statements may be identified by the words ...

ArcelorMittal S.A. (NYSE:MT) Q1 2023 Earnings Conference Call May 4, 2023 9:30 AM ET Company Participants Daniel Fairclough - Vice President, Corporate Finance and Head of Investor Relations Genuino Christino - Executive Vice President and Chief Financial Officer Conference Call Participants Alain Gabriel - Morgan Stanley Tristan Gresser - BNP Paribas Patrick Mann - Bank of America Merrill Lynch Tom Zhang - Barclays Myles Allsop - UBS Philip Gibbs - KeyBanc Capital Markets Rochus Brauneiser - Kepler Bastian ...

财务业绩 - ArcelorMittal在2023年第二季度实现了良好的运营业绩，营业收入达到19.26亿美元[2] - 2023年第二季度每吨EBITDA达到183美元，较上一季度的126美元有显著提升[2] - 公司在2023年上半年实现净利润30亿美元，较去年同期增长了130%[2] - 公司在2023年上半年的销售额为371.07亿美元，较去年同期下降了15.6%[3] - 公司在2023年上半年的运营收入为31.17亿美元，较去年同期下降了65%[16] - 2023年上半年，ArcelorMittal的基本每股收益为3.47美元，较去年同期下降了59%[20] - 公司在2023年上半年实现了10.3%的ROE，展现了良好的股东回报率[2] - ArcelorMittal在2023年上半年的净债务为45亿美元，较上一季度减少了7亿美元[2] - 公司在2023年上半年实现了10亿美元的自由现金流，展现了强劲的财务实力[2] 行业展望 - 公司预计2023年全球除中国外的表观钢铁消费量将增长1.0%至2.0%，美国和欧洲的钢铁消费预期有所调整，巴西、独联体地区、印度和中国的钢铁消费也有不同程度的预期变化[70] 项目进展 - ArcelorMittal正在进行多个项目，包括巴西Vega Do Sul扩建项目和利比里亚矿山扩建项目[76] - ArcelorMittal计划逐步发展利比里亚矿山产能，预计在2025年达到30Mtpa产能[79] - ArcelorMittal预计Vega Do Sul扩建项目完成后将为公司带来超过10亿美元的EBITDA增长[77] 公司收购与出售 - ArcelorMittal完成了对巴西Companhia Siderúrgica do Pecém（CSP）的收购，企业价值约为22亿美元[107] - 公司购买了Votorantim在ArcelorMittal Brasil的全部股权，支付了1.79亿美元[110] - 公司出售了Erdemir 7.85%的股权，总收入为6亿美元[111] 资本支出与财务安排 - ArcelorMittal签署了55亿美元的循环信贷设施，截至2023年6月30日，全部55亿美元信贷额度可用[112] - 公司的战略资本支出计划已经修订，预计到2026年完工，预计全面完成后将增加约13亿美元的EBITDA[114] - 2023年上半年资本支出为20亿美元，包括13亿美元的一般维护资本支出、6亿美元的战略资本支出和1亿美元的减碳资本支出[115]