Steel Mills

Ternium Reports Strong First Quarter Performance

Written by David Schollaert


Ternium reported net earnings of $877.5 million in the first quarter of 2022, down from $1.14 billion in the prior quarter but up 24.2% from $706.7 million in the first quarter of 2021.

The Latin American flat-rolled steelmaker posted first quarter net sales of $4.30 billion, a 32% compared to the first quarter of last year but down 1% compared to the fourth.

Ternium logoShipments during the first quarter totaled 2.95 million tons, up 4% sequentially, but down 5% compared to the same year-ago period when shipments reached 3.10 million tons. Revenue gains resulted from higher steel prices, the company said.

Lower shipments versus year-ago totals were because of lower slab volumes shipped to third parties. Ternium’s slab facility in Brazil shipped more slab to the company’s downstream facilities because the steelmaker is prioritizing integration.

Higher earnings are expected in the second quarter thanks to increased steel prices and higher shipments, the company said in its outlook commentary released with earnings data on Tuesday, April 26.

Despite the anticipated improvement in Q2, Ternium cautioned that business conditions and global steel supply chains remained volatile because of “recent wave of international sanctions against Russia.”

“An upsurge in steel prices compared to their prior declines … together with the beginning of a monetary tightening cycle in the largest western economies, should result in an increased level of market volatility over the near term in 2022,” the company said.

Ternium has operations in Mexico, Brazil, Argentina, Colombia, the southern United States and Central America. It offers a broad range of value-added steel products for automotive, appliance, HVAC, construction and other manufacturing sectors.

By David Schollaert, David@SteelMarketUpdate.com

 

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