Arcelormittal Stock Price, News & Analysis

ArcelorMittal (MT) has completed the acquisition of Nippon Steel Corporation's 50% stake in AM/NS Calvert, gaining full ownership of the facility now renamed ArcelorMittal Calvert. The Alabama-based facility, originally acquired in 2014 for $1.55 billion, is one of North America's most advanced steel finishing facilities with 5.3 million metric tonnes annual capacity. Over $2 billion in investments have enhanced the facility since 2014, including a new steelmaking facility producing 1.5 million tonnes of low CO2 steel annually. A new seven-year slab supply agreement with NSC ensures 750,000 metric tonnes annually. ArcelorMittal is investing $1.2 billion in a new electrical steel facility at the site, expected to produce 150,000 tonnes of NOES annually by 2027. The transaction will increase ArcelorMittal's net debt by $1.3 billion, with the company expecting to record an exceptional gain of approximately $1.5 billion in Q2 2025.

ArcelorMittal (MT) inaugurated a new 20 million tonne capacity iron ore concentrator in Tokadeh, Nimba County, Liberia, attended by President Joseph Boakai and Executive Chairman Lakshmi Mittal. The facility, one of Africa's largest iron ore beneficiation plants, is part of ArcelorMittal's $1.8 billion expansion project, bringing total investment in Liberia to $3 billion. The project will quadruple production from 5 to 20 million tonnes annually while improving ore quality. Infrastructure upgrades include railway enhancement from Tokadeh to Buchanan and a new pier with material handling facilities. The expansion has created 5,000 contractor jobs and will generate 1,000 permanent positions upon completion. ArcelorMittal plans further expansion to 30 million tonnes annual capacity, with potential for DRI quality concentrate production. The company has already upgraded railway capacity to handle 30 million tonnes annually in anticipation of future growth.

ArcelorMittal (NYSE: MT) has announced that notifications regarding share transactions by Designated Persons (Directors or Executive Officers) are now available for viewing. These notifications can be accessed through the Luxembourg Stock Exchange's electronic database OAM on www.bourse.lu and on ArcelorMittal's website. As context, ArcelorMittal is a leading integrated steel and mining company operating in 60 countries with primary steelmaking operations in 15 countries. In 2024, the company generated $62.4 billion in revenues, produced 57.9 million metric tonnes of crude steel and 42.4 million tonnes of iron ore. The company maintains its position as Europe's largest steel producer with significant presence in the Americas and growing operations in Asia through AM/NS India.

ArcelorMittal (NYSE: MT) held its Annual General Meeting with 71.73% of voting rights represented. Shareholders approved key resolutions including a dividend of $0.55 per share and the implementation of buyback program(s). The meeting also resulted in the re-election of Vanisha Mittal Bhatia and Karel de Gucht as directors for three-year terms.

As the largest steel producer in Europe, ArcelorMittal operates in 60 countries with primary steelmaking in 15 countries. In 2024, the company achieved revenues of $62.4 billion, producing 57.9 million metric tonnes of crude steel and 42.4 million tonnes of iron ore.

[ "Approval of dividend distribution of $0.55 per share", "Authorization of new buyback program(s)", "Strong shareholder participation with 71.73% voting rights represented", "Solid 2024 performance with $62.4B in revenue" ]

ArcelorMittal reported Q1 2025 results with EBITDA of $1.6 billion and net income of $0.8 billion. The company achieved EBITDA per tonne of $116, showing resilience despite challenging market conditions. Key highlights include record production from Liberia iron ore operations and normalized operations in North America.

The company maintains strong liquidity of $10.8 billion while net debt increased to $6.7 billion following seasonal working capital investment. Strategic growth projects are progressing well, with expected EBITDA potential increase of $1.8 billion. Notable developments include Liberia expansion to 20Mt capacity, new EAF at AMNS Calvert, and AMNS India expansion.

Safety remains a priority with LTIF rate at 0.63x. The company continues its commitment to shareholder returns, having completed 9 buyback programs since 2020, reducing shares outstanding by 38%. A new 2025-2030 share buyback program was announced, alongside the base dividend of $0.55 per share.

ArcelorMittal (MT) has released its first quarter 2025 sell-side analyst consensus figures, based on estimates from approximately 15 brokers aggregated through Visible Alpha. The consensus projects Q1 2025 EBITDA of $1,550 million, net income of $504 million, and earnings per share of $0.66.

The company, a leading integrated steel and mining enterprise with operations in 60 countries, reported revenues of $62.4 billion in 2024, producing 57.9 million metric tonnes of crude steel and 42.4 million tonnes of iron ore. ArcelorMittal maintains primary steelmaking operations in 15 countries and stands as Europe's largest steel producer.

ArcelorMittal (MT) has released its 2024 Sustainability Report, highlighting significant progress in key environmental and operational areas. The company achieved nearly 50% reduction in absolute emissions compared to its 2018 operating perimeter, investing $1 billion in decarbonization projects.

Notable achievements include: increasing electric arc furnace production to 25% of global output, certifying nine additional sites with ResponsibleSteel™ (total 42 sites), and implementing comprehensive safety audit recommendations from dss+. The company reported 2024 revenues of $62.4 billion, producing 57.9 million tonnes of crude steel and 42.4 million tonnes of iron ore.

The report details progress across safety, decarbonization, environment, biodiversity, and human rights. However, ArcelorMittal notes that transformational ironmaking technologies like carbon capture and green hydrogen DRI-EAF may only become economically viable post-2030, pending policy developments, particularly in Europe.

ArcelorMittal (MT) has released the third installment of its 'Steel Works' thought leadership series, focusing on innovation and R&D in the steel industry. The four-part mini-series highlights the company's research and development initiatives, featuring key executives discussing various aspects of innovation.

The series includes interviews with Jean-Luc Thirion, head of global R&D, who discusses product development, highlighting the launch of 46 new products and solutions in 2024. Other featured executives include Carlos Alba on AI and digital R&D, Pedro Prendes on process innovations for efficiency and sustainability, and Filipe Vasconcelos on mining innovation.

The 'Steel Works' series, launched in 2024, includes 'Steel Thoughts' opinion columns and 'Steel Talks' podcasts hosted by Tom Cheesewright, covering topics such as the steel industry's role in net-zero transition and strategy in global markets.

ArcelorMittal (MT) has announced a new share buyback program following the completion of its 85 million shares buyback program on April 2, 2025. The new program will run through May 2030, with the first tranche targeting up to 10 million shares starting immediately.

The total repurchase amount will be determined by post-dividend free cash flow (minimum 50% return policy), shareholder authorization, and market conditions. The acquired shares will primarily be used to reduce ArcelorMittal's share capital, meet employee share program obligations, fulfill exchangeable equity securities obligations, and other announced purposes.

ArcelorMittal, the largest steel producer in Europe, reported 2024 revenues of $62.4 billion, with production of 57.9 million metric tonnes of crude steel and 42.4 million tonnes of iron ore. The company operates in 60 countries with primary steelmaking operations in 15 countries.