Befesa · consulting-deck
Befesa Investor Presentation Goldman Sachs 4th Annual Carbonomics Conference
84 pages · 4 arc beats · 3 loops
Befesa Investor Presentation Goldman Sachs 4th Annual Carbonomics Conference
Befesa arc beats above · slides in the middle · loops below · scroll → 3 LOOPS
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Deck intelligence map
4 coverage by narrative range · generated from this deck JSON
Narrative range 16 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Problem 4 slides 100% 4/4 slides 100% 4/4 slides · 15 hits — 0/4 slides
75% 3/4 slides — 0/4 slides
100% 4/4 slides — 0/4 slides
Market Size 4 slides 100% 4/4 slides 100% 4/4 slides · 26 hits — 0/4 slides
25% 1/4 slides 50% 2/4 slides 100% 4/4 slides 100% 4/4 slides Solution 6 slides 100% 6/6 slides 100% 6/6 slides · 30 hits — 0/6 slides
66.7% 4/6 slides 16.7% 1/6 slides 100% 6/6 slides — 0/6 slides
Team 2 slides 100% 2/2 slides 100% 2/2 slides · 15 hits — 0/2 slides
50% 1/2 slides · 2 hits — 0/2 slides
100% 2/2 slides — 0/2 slides
Slide inventory
84 every slide · same image gating as the playbook
05
The chart decomposes the change in EBITDA into volume, price, and cost/other components.summarize
06
The slide uses a split-layout comparing external market indicators (left) with internal operational performance (right).summarize
07
The chart compares price drops across four distinct periods: Global financial crisis, Commodity crisis, COVID-19 crisis, and the current situation.analyze_data
08
The slide compares historical Zinc LME price trends against Zinc treatment charges (TC) to explain 2023 financial performance.analyze_data
10
The chart illustrates the effectiveness of hedging against market volatility.quantify_impact
11
The waterfall chart illustrates the cash flow components for 9M 2023. The table provides a comparison of LTM metrics across three periods: 30.09.2022, 31.12.202analyze_data
12
Includes a waterfall chart illustrating the transition from 2023 to 2024 EBITDA expectations.summarize
13
The slide uses a grouped bar chart format to show growth in million tonnes and percentage share for three regions.quantify_impact
14
The slide uses a causal chain logic to link decarbonization to increased recycling capacity needs.size_opportunity
15
The slide uses a Gantt-style visualization to show project progress (completed vs. to-go) alongside financial impact metrics.plan_implementation
16
Includes a map of US locations, a photo of the plant, and status indicators.illustrate_case
21
The slide uses a combination of a bar chart for historical performance and a gradient area to represent future growth potential.summarize
Open slide detailBeat · Solution
22
The slide uses a bar chart to show growth in EAF steel production across three regions, with annotations for percentage share and growth multipliers.quantify_impact
Open slide detailBeat · Solution
23
The slide uses a Gantt-style visualization to show project status (completed vs to-go) and financial impact.plan_implementation
Open slide detailBeat · Solution
24
Includes regional market data (US, EU, China) with projections for 2030 and specific strategic initiatives for Befesa.analyze_data
Open slide detailBeat · Solution
25
The slide tracks 17 specific EAF projects across North America, totaling $15B in capex and 19Mt of new capacity.quantify_impact
Open slide detailBeat · Solution
26
Includes US market growth projections and specific Befesa capital expenditure details.size_opportunity
29
The slide uses a comparative bar chart structure to show historical and projected EAF steel production and market share, paired with regional strategic insightsanalyze_data
30
The slide uses a map-spatial framework to correlate EAF capacity with EAFD generation levels.size_opportunity
31
The slide highlights the strategic alignment between Befesa's recycling sites and the geographic concentration of new EAF steel capacity.size_opportunity
32
Includes specific capacity expansion targets and financial projections for Befesa's China operations.size_opportunity
34
The slide uses a combination of bar charts for production volume and circular callouts for percentage share, organized by geographic region.analyze_data
35
Includes a map of EAF recycling sites and a table of specific steelmaker projects.quantify_impact
36
The slide outlines two specific growth initiatives with associated investment, EBITDA, and timeline metrics.present_solution
Open slide detailLoop · Cost Of Inaction
37
Includes EU flag icon and Befesa branding.establish_context
Open slide detailLoop · Cost Of Inaction
38
The chart highlights a +75 kg per car increase between 2019 and 2030.quantify_impact
Open slide detailLoop · Cost Of Inaction
39
The slide uses a bar chart to show growth from 2.9M tonnes in 2022e to 4.9M tonnes in 2030e, highlighting a +2M tonne increase.size_opportunity
Open slide detailLoop · Cost Of Inaction
41
The chart is a conceptual waterfall diagram showing cash flow components from 2022 EBITDA to final Cash Flow PF.quantify_impact
42
The slide uses pie charts to represent geographic revenue/capacity splits and a table for operational metrics.quantify_impact
43
The slide uses stacked bar charts to show the contribution of Steel Dust, Salt Slags, and 2nd Alu to total revenue and EBITDA.quantify_impact
44
SGGP likely refers to Sustainable Growth and Green Projects or similar strategic initiative.summarize
45
The slide uses a waterfall-like logic to show growth from 2022 to a future run-rate state.quantify_impact
Open slide detailLoop · Quick Win Big Bet
47
The chart uses a standard waterfall bridge to reconcile the change in adjusted EBITDA.quantify_impact
Open slide detailLoop · Quick Win Big Bet
48
The waterfall chart decomposes the EBITDA change into Volume, Price, and Cost/other components.quantify_impact
Open slide detailLoop · Quick Win Big Bet
49
Waterfall chart shows the bridge from 9M 2022 to 9M 2023 EBITDA.quantify_impact
Open slide detailLoop · Quick Win Big Bet
50
The waterfall chart illustrates the cash flow bridge for 9M 2023. The table provides LTM financial data comparing 30.09.2022, 31.12.2022, and 30.09.2023.analyze_data
53
The slide uses a grid layout to compare two business segments against key performance metrics.summarize
54
The slide uses a dual-track timeline approach to show historical milestones and recent expansion projects.summarize
56
The slide uses a value chain representation to illustrate the circular economy model for two distinct business segments.present_framework
57
The chart combines a line graph for EBITDA (€m) with data labels for EBITDA margin (%) and callouts for strategic milestones.summarize
58
The slide uses a dual-period line chart to demonstrate resilience compared to EU-27 crude steel production.illustrate_case
59
The slide uses a combination of a geographic map for footprint and bar charts for competitive positioning (capacity and market share).present_solution
60
The slide uses a stacked area chart to visualize the market share shift between EAF and BOF steel production methods.quantify_impact
61
The slide highlights a supply-demand dynamic for zinc, emphasizing steady historical growth and future demand growth from green energy.analyze_data
62
The slide uses a logical chain (causal flow) to connect macro trends to specific market demand metrics.size_opportunity
63
The slide uses a causal flow diagram to link financial management practices to outcomes and strategic goals.summarize
66
The slide uses a three-column layout to present distinct ESG performance areas: safety (LTIR), external ratings, and environmental disclosure.summarize
69
Includes a Venn diagram for the 2030 roadmap and a hub-and-spoke diagram for net zero enablers.plan_implementation
70
The slide uses a three-column layout to categorize targets into ESG pillars.summarize
75
Includes detailed footnotes explaining adjustments to EBITDA, EPS, and other metrics.analyze_data
76
Includes footnote regarding the calculation of the Zinc blended price.analyze_data
80
Contains 7 footnotes explaining normalization of capacity utilization rates due to plant upgrades and shutdowns.analyze_data
81
The slide uses a waterfall chart to bridge the gap between Q3 2022 and Q3 2023 Adjusted EBITDA, followed by a summary table of financial performance.summarize
82
The waterfall chart decomposes the change from 36.0 to 34.6. The table provides supporting operational and financial metrics.quantify_impact
84
The slide uses a waterfall chart to explain cash flow movements and a summary table for balance sheet metrics.summarize