Arcelor Mittal: Strong Pro Forma Performance for Q206 and H106
02 Agosto 2006 - 6:08AM
PR Newswire (US)
ROTTERDAM, August 2 /PRNewswire-FirstCall/ -- Arcelor and Mittal
Steel today announce key pro forma financials* for Arcelor Mittal**
the world's largest and most global steel company, for the three
and six months ended June 30 2006: Highlights (in IFRS GAAP and in
Euro) - Q2 operating profit increases 11% - Q2 EPS up by 8% - EUR
2.1 billion of cash-flow generation from operations in Q2 - 92% of
Arcelor shares tendered in Mittal Steel's offer - Successful offer
resulting in market capitalisation of EUR 37bn of the combined
entity - 665.6 million Mittal shares and EUR 7.8bn in cash paid to
holders of tendered Arcelor shares and convertible bonds on August
1, 2006 Key Financials EURmn (IFRS GAAP) US$mn (IFRS GAAP)
(unaudited) H106 Q106 Q206 H106 Q106 Q206 Revenue 35,191 17,340
17,851 43,281 20,852 22,429 EBITDA*** 5,525 2,658 2,867 6,798 3,196
3,602 (as % of revenue) 15.7% 15.3% 16.1% 15.7% 15.3% 16.1% EBIT
4,137 1,962 2,175 5,091 2,359 2,732 Profit before tax 3,351 1,502
1,849 4,121 1,799 2,322 Net Income 2,535 1,225 1,310 3,112 1,468
1,644 EPS EUR1.85 EUR0.89 EUR0.96 $2.27 $1.07 $1.20 *Pro forma
Arcelor Mittal equals Mittal Steel and pro forma Arcelor, excluding
purchase accounting. The pro forma net income figure is based on
the 92% acceptance level following the completion of the first
tender offer. **As previously announced, following completion of
the post-offer merger of Mittal Steel with Arcelor, the combined
Group will be re-named Arcelor Mittal. ***EBITDA = Operating Income
(EBIT) + depreciation Liquidity/Capital Resources The pro forma
liquidity position remains strong. As of June 30 2006, the
Companies' pro forma cash and cash equivalents including restricted
cash were EUR5.9 billion. The pro forma net debt is EUR18.2
billion, representing a gearing of 54% (including minority
interest) and a net debt/EBITDA ratio of 1.6X. The net debt (long
term debt plus short term debt minus cash and cash equivalents plus
restricted cash plus short term investments) figure includes the
EUR7.8 billion cash portion of Mittal Steel's offer for Arcelor,
financed by credit facilities entered into in January and May of
this year. Outlook Market conditions are expected to remain
favourable in the third quarter, with EBITDA expected to improve to
approximately EUR3.1 billion to EUR 3.3 billion for the combined
company. The company is forecasting 2006 full year EBITDA of
between EUR12 and 12.5 billion on a pro forma basis. Commenting,
Lakshmi N. Mittal, Chairman and CEO of Mittal Steel said "Both
Mittal Steel and Arcelor have today reported strong financial
performance in the second quarter. The pro forma numbers reflect
the scale and scope of the new company. Arcelor Mittal will have a
more balanced business and financial model on account of improved
product and geographic diversity. This creates a platform for more
sustained and consistent performance going forward. We are very
excited about the prospects for the combination, against the
backdrop of a robust market environment." Joseph Kinsch, Chairman
of Arcelor said: "The combination of Arcelor and Mittal Steel, the
top two steel companies in the world, represents a step change in
the consolidation of the steel sector and will create a steel
leader with unrivalled financial strength and strategic flexibility
to pursue growth and value creation opportunities. The combined
performance of the two companies is a clear indication of the huge
potential that we will be able to unlock through our merger."
Status of the Offer 92% of Arcelor shares were tendered to the
Mittal Steel offer at the end of the initial tender on 13 July
2006. 665.6 million new Mittal Steel shares and EUR 7.8 billion in
cash was paid to holders of the tendered Arcelor shares and
convertible bonds on August 1, 2006. The Arcelor shareholders who
have not yet tendered their shares can do so until August 17, 2006,
subject to the same terms and conditions as the initial offering
period ended on July 13 2006. The offer will be subject to the same
adjustment mechanisms: - In the primary mixed cash and exchange
offer relating to Arcelor shares, EUR150.60 and 13 new Mittal steel
shares for every 12 Arcelor shares; - In the secondary cash offer
relating to Arcelor shares, EUR40.40 per Arcelor share; - In the
secondary exchange offer relating to Arcelor shares, 11 new Mittal
Steel shares for every 7 Arcelor shares; and - In the mixed cash
and exchange offer relating to Arcelor convertible bonds (OCEANEs
2017), EUR188.42 and 13 new Mittal steel shares for every 12
Arcelor convertible bonds. About Arcelor Mittal Arcelor Mittal is
the world's leading steel company, by both revenue and production.
The company operates 61 plants across 27 countries, employing some
320,000 employees. Conference Calls Arcelor and Mittal Steel will
host a joint conference call for media today at 1pm London time/2pm
European/8am New York time. The dial in number is +44-20-7070-5579
A conference call will be held at 2pm London time/3pm European
time/9am New York time for analysts and investors. Dial-in numbers
as follows: From within the US +1-866-4327-186 From within the UK
+44-20-7070-5579 The webcast presentations can also be viewed on
http://www.mittalsteel.com/ and http://www.arcelor.com/
Forward-Looking Statements This document may contain
forward-looking information and statements about Mittal Steel
Company N.V., Arcelor S.A. and/or their combined businesses after
completion of the proposed acquisition. 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
"believe," "expect," "anticipate," "target" or similar expressions.
Although Mittal Steel's management believes that the expectations
reflected in such forward-looking statements are reasonable,
investors and holders of Arcelor's securities are cautioned that
forward-looking information and statements are subject to numerous
risks and uncertainties, many of which are difficult to predict and
generally beyond the control of Mittal Steel, that could cause
actual results and developments to differ materially and adversely
from those expressed in, or implied or projected by, the
forward-looking information and statements. These risks and
uncertainties include those discussed or identified in the filings
with the Netherlands Authority for the Financial Markets and the
SEC made or to be made by Mittal Steel, including (in the latter
case) on Form 20-F and on Form F-4. Mittal Steel undertakes no
obligation to publicly update its forward-looking statements,
whether as a result of new information, future events, or
otherwise. No Offer No offer to exchange or purchase any Arcelor
shares or convertible bonds has been or will be made in The
Netherlands or in any jurisdiction other than Luxembourg, Belgium,
Spain, France and the United States. This document does not
constitute an offer to exchange or purchase any Arcelor shares or
convertible bonds. Such an offer is made only pursuant to the
official offer document approved by the appropriate regulators.
Important Information In connection with its proposed acquisition
of Arcelor S.A., Mittal Steel has filed important documents (1) in
Europe, with the Commission de Surveillance du Secteur Financier
(CSSF) in Luxembourg, the Commission Bancaire, Financiere et des
Assurances (CBFA) in Belgium, the Comision Nacional del Mercado de
Valores (CNMV) in Spain and the Autorite des marches financiers
(AMF) in France, including local versions of the Information
Document approved by the CSSF, the CBFA and the AMF (AMF approval
no. 06-139) on May 16, 2006 and by the CNMV on May 22, 2006 and
local versions of supplements thereto approved by such regulators
on May 31, 2006 (AMF approval no. 06-169) and July 4, 2006 (AMF no.
06-250), and a Share Listing Prospectus approved by the Autoriteit
Financiele Markten (AFM) in The Netherlands on May 16, 2006 and
supplements thereto approved by the AFM on May 31, 2006, June 23,
2006, July 4, 2006, and July 5, 2006 and (2) with the Securities
and Exchange Commission (SEC) in the United States, including a
registration statement on Form F-4, a Prospectus for the exchange
offer, dated June 7, 2006, an Amended and Restated Exchange Offer
Prospectus, dated June 29, 2006, a prospectus supplement dated July
7, 2006, and related documents. Investors and Arcelor security
holders outside the United States are urged to carefully read the
Information Document and the Share Listing Prospectus, including
the supplements thereto, which together contain all relevant
information in relation to the Offer. Investors and Arcelor
security holders in the United States are urged to carefully read
the registration statement on Form F-4, the Amended and Restated
Exchange Offer Prospectus, the prospectus supplement thereto, and
related documents. All such documents contain important
information. Investors and Arcelor security holders may obtain
copies of such documents free of charge on Mittal Steel's website
at http://www.mittalsteel.com/. In addition, the French version of
the Information Document is available on the AMF's website at
http://www.amf-france.org/, the Spanish version of the Information
Document is available on the CNMV's website at http://www.cnmv.es/,
and the registration statement on Form F-4, the Amended and
Restated Prospectus, the prospectus supplement thereto and related
documents are available on the SEC's website at
http://www.sec.gov/. DATASOURCE: Mittal Steel Company NV CONTACT:
Enquiries: For Mittal Steel - Investor Relations, Julien Onillon
Mittal Steel Company +44(0)20-7543-1136, Tomas McCue Mittal Steel
Company +1-312-899-3927, Do-Hyun AN Mittal Steel Company
+44(0)20-7543-1150; Media Relations Enquiries, Nicola Davidson
Mittal Steel Company +44(0)207-543-1162; UK media: Philip Gawith
Maitland Consultancy +44(0)20-7379-5151, Lydia Pretzlik Maitland
Consultancy +44(0)20-7379-5151; US media: Winnie Lerner Abernathy
McGregor +1-212-371-5999; French media: Anne Meaux Image Sept
+33-6-89-87-61-76; For Arcelor - Investor relations, E-mail: ,
Martine Hue: 352-4792-2151, 00-800-4792-4792 (toll-free, from the
EU and Switzerland); France: +33-1-71-92-0090; Arcelor Brasil:
Christiano Woelffel Furtado +55-31-3219-1245; Corporate
Communications, Tel.:+352-4792-5000, E-mail: , Patrick
Seyler:+352-4792-2360, Luc Scheer:+352-4792-4455, Jean
Lasar:+352-4792-2359; Spain: Ignacio Agreda:+34-94-489-4162, Oscar
Fleites:+34-98-512-60-29; France: Sandra Luneau +33-1-71-92-00-58;
Arcelor Brasil: Eimar Magalhaes +55-31-3219-1257
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