Wienerberger Ag · VIE:WIE

Wienerberger — Investor Day (2024)

23 slides from Wienerberger's investor day presentation, Oct 18, 2024

  1. Slide 1: It's all about growth

    ait es — — Itsall about growth wienerberger

  2. Slide 2: Wienerberger is executing a highly ambitious growth agenda

    wienerberger is executing a highly ambitious growth agenda

  3. Slide 3: We are vigorously focused on organic growth initiatives

    We are vigorously focused on organic growth initiatives

  4. Slide 4: New Products, New Systems, Innovation

    New Products New Systems Innovation 4

  5. Slide 5: From single product offer to multiproduct / multi-solution business

    From single product offer to multiproduct / multi-solution business Pitched roof solutions Innovative Wall Solutions Water and energy piping infrastructure

  6. Slide 6: We are continuously building on our strong M&A track record

    We are continuously building on our strong M&A track record

  7. Slide 7: Growth: more than 40 acquisitions within the last 10 years

    Future Growth >40 with new opportunities acquisitions within the last 10 years 5X EV/EBITDA 7

  8. Slide 8: Through our shared values we are driven by our strong corporate culture

    Through our shared values we are driven by our strong corporate culture

  9. Slide 9: Trust grounds us.

    Trust grounds us.

  10. Slide 10: Opportunities in two strategic focus areas stand out

    While aspiring for growth in all our activities, the opportunities in two strategic focus areas stand out

  11. Slide 11: Roofing Piping

    @ Roofing © Piping wienerberger

  12. Slide 12: Key Takeaways European Roofing Operations

    KEY TAKEAWAYS EUROPEAN ROOFING OPERATIONS 12

  13. Slide 13: Our roofing business is excellently positioned for further growth

    OUR ROOFING BUSINESS IS EXCELLENTLY POSITIONED FOR FURTHER GROWTH High renovation share Growing market demand Leading manufacturing footprint & Successful Terral integration Newbuild Renovation › Roof plays a major role in decarbonizing Europe’s old housing stock 35% › Solar systems to support 65% z

  14. Slide 14: Significant growth potential

    SIGNIFICANT GROWTH POTENTIAL Roof Tiles & Accessories Roof Components Solar › Higher capacity utilization › Increase solution selling › Roll-out in-roof PV systems › Invest in concrete roof tiles › Vertical integration › Complete solutions portfolio › M&A focused on portfolio › Bolt-on acquisitions

  15. Slide 15: Growth ambition for roof solutions

    GROWTH AMBITION FOR ROOF SOLUTIONS › Optimization of our Organic industrial network >€2bn growth & › Renovation potential and M&A market recovery €1.3bn › Establish leadership in Ambition European in-roof PV market › Consolidation steps in roof tiles, bolt-on acquisitions in roof components Revenue

  16. Slide 16: Key Takeaways European Piping Operations

    KEY TAKEAWAYS EUROPEAN PIPING OPERATIONS 16

  17. Slide 17: Pipe is a significant value contributor to our group

    PIPE IS A SIGNIFICANT VALUE CONTRIBUTOR TO OUR GROUP Improved Exposure to structurally Successfully positioned diversification growing end markets for value creating growth less cyclical & more resilient Energy transition 1 272 1 149 1 097 Resource-efficient 870 888 862 Infrastructure buildings 15%

  18. Slide 18: Continue as active player in further industry consolidation

    CONTINUE AS ACTIVE PLAYER IN FURTHER INDUSTRY CONSOLIDATION… With opportunities in moderately And further growth possibilities in consolidated pipe markets areas of strategic relevance GRAVITY PIPES PRESSURE PIPES Smart solutions | 1,200,000km 431,000km Digital Water Other Other Accessories 10-20 Ad

  19. Slide 19: Clear growth ambition after achieving significant value uplift across the portfolio

    …WITH CLEAR GROWTH AMBITION AFTER HAVING ACHIEVED SIGNIFICANT VALUE UPLIFT ACROSS THE PORTFOLIO › Strengthen position in Organic existing markets with focus €2bn growth & on exposure to growing M&A segments › Energy transition €1.2bn › Resource-efficient buildings Ambition › Climate resilient infras

  20. Slide 20: Our growth agenda is driven by organic growth and M&A

    Our growth agenda is driven by Organic Growth M&A across our strategic focus areas with clearly defined growth ambitions

  21. Slide 21: We confirm our mid-term target for 2026

    WE CONFIRM OUR MID-TERM TARGET FOR 2026 Governmental initiatives support new residential housing markets › Operating EBITDA 2026 >1.2 bn Strong underlying housing demand € Increased regulations for › confirmed. energy efficient housing 21

  22. Slide 22: Wienerberger has built an outstanding M&A track record

    wienerberger has built an outstanding M&A track record transformed into a multiproduct / multi-solution business established an ideal organizational set-up facilitating fast integration 22

  23. Slide 23: Wienerberger has established excellent strategic positions in growth markets

    wienerberger has established excellent strategic positions in all relevant growth markets in North America, UK & Ireland and Continental Europe built a very promising pipeline of highly value accretive growth transactions

Wienerberger — Investor Day (2024) on 6ix