ArcelorMittal SA
AEX:MT
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ArcelorMittal SA
AEX:MT
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LU |
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Earnings Calls
Last Earnings Call
Momentum: Management said business conditions improved through the first half, with positive momentum across all segments and further improvement expected.
Europe: Europe was the clear highlight, with Q2 EBITDA of $98 per tonne, a 3-year high, as order books strengthened, prices held up better than normal seasonality, and furnaces were restarted.
Q3 Outlook: The company guided to Q3 shipments that are stable to slightly higher than Q2, which management said would be a counterseasonal outcome.
Cash Flow: Underlying free cash flow in H1 annualized to $2.5 billion, supporting continued investment and shareholder returns.
Growth Plan: Management reiterated that strategic growth projects should add $1.8 billion of incremental EBITDA from 2026 onward, with $300 million already captured in H1.
Policy Tailwinds: The call emphasized support from trade measures in Europe and the U.S., including TRQ, CBAM, and Section 232-related policy, as well as the possibility of further regional protections over time.