Report
Emna Ben Bdira ...
  • Maxime Kogge

ArcelorMittal : Feedback from the India visit: an increasingly visible differentiating asset

>Still a modest player, but fully integrated - Last week, we took part in a visit of the AMNS India steel mill at Hazira, organised by ArcelorMittal and attended by CEO Aditya Mittal and the entire local management. AMNS India is the result of the acquisition by ArcelorMittal and Nippon Steel of Essar Steel in 2019. It is still a modest player with production of 7.7 Mt for domestic market share of ~6% and ~14% for flat products alone, the category on which it is prese...
Underlying
ArcelorMittal SA

ArcelorMittal is a steel company, based in Luxembourg, with operations in more than 60 countries. Co. is active in all major global steel markets, including automotive, construction, household appliances and packaging, as well as activities in Research & Development and technology, with captive supplies of raw materials and its own distribution network. Co. has an industrial presence in over 20 countries spanning four continents, covering key steel markets, from emerging to mature. Co. offers a complete spectrum of steel products from commodity steel to value-added products, from long products to flat, from standard to specialty products, from carbon steel to stainless steel and alloys.

Provider
Oddo BHF
Oddo BHF

​Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.

Analysts
Emna Ben Bdira

Maxime Kogge

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