Crh Plc · NYSE:CRH
Crh — Investor Day (September 2025)
53 slides from Crh's investor day presentation, September 2025
Slide 1: Investor Day 2025: Built for Growth, Powered by Performance
Built for Growth Investor Day 2025 Powered by Performance
Slide 2: Disclaimer
Disclaimer Unless the context otherwise provides, “we,” “us,” “our,” “CRH”, the “Company” and like terms refer to CRH plc and its consolidated subsidiaries. Forward-Looking Statements In order to utilize the “Safe Harbor” provisions of the United States Private Securities Litigation Reform Act of 19
Slide 3: Key Messages
Key Messages The #1 Infrastructure play in North America Leading positions in high-growth markets … unmatched scale & connected portfolio Superior strategy & leading performance … more consistent long-term delivery Built for Growth, Proven stewards of capital … disciplined & value-focused Po
Slide 4: World Class Leadership Team
World Class Leadership Team Over 200 years of industry experience Jim Mintern Nancy Buese Randy Lake Peter Buckley Nathan Creech Chief Executive Officer Chief Financial Officer Chief Operating Officer President, International President, Americas Kristin Lane Pádraig Ó Ríordáin JP San Agustín Philip
Slide 5: CRH at a Glance
Who We Are Why We Win Growing Megatrends CRH Winning Way The Next Era of Growth for CRH CRH at a Glance Unmatched Scale ~80k ~4,000 ~$75B ~$7.6B 2,3 People Locations Market Cap1 Adj. EBITDA* 10-year CAGR4 Revenues Adj. EBITDA* Leading Performance +8% +15% 11 consecutive Years +16% Dil. EPS* Adj. FCF
Slide 6: Leadership Positions in High-Growth Markets
Who We Are Why We Win Growing Megatrends CRH Winning Way The Next Era of Growth for CRH Leadership Positions in High-Growth Markets #1 in North America1 #1 in International1 $23.3B $12.3B Revenues Revenues ~2k ~2k Locations Locations $5.1B 2 $1.8B 2 * Adj. EBITDA Adj. EBITDA* ~50k ~30k People People
Slide 7: Our Business
Who We Are Why We Win Growing Megatrends CRH Winning Way The Next Era of Growth for CRH Our Business1 Americas Materials Solutions $7.1B $1.4B #1 Aggregates #1 Cementitious #1 Roads $16.2B $35.6B $6.9B * Revenues $3.7B Adj. EBITDA (2024) (2024) Americas Building Solutions $1.8B $12.3B #1 Critical In
Slide 8: The #1 Infrastructure Play in North America
Who We Are Why We Win Growing Megatrends CRH Winning Way The Next Era of Growth for CRH The #1 Infrastructure Play in North America Connected growth platforms Aggregates Cementitious Roads Water … ~95% of revenues connected to aggregates 1 For footnoted information, refer to Appendix. Investor Day 2
Slide 9: Proven Track Record of Superior Value Creation
Who We Are Why We Win Growing Megatrends CRH Winning Way The Next Era of Growth for CRH Proven Track Record of Superior Value Creation Revenues Adj. EBITDA* Adj. EBITDA Margin* $35.6B $6.9B 19.5% 1 2024 2 2024 3 2024 +8% +15% +920bps (CAGR since 2014)1 (CAGR since 2014)1 (Growth since 2014)1 Diluted
Slide 10: The Leading Compounder of Capital in our Industry
Who We Are Why We Win Growing Megatrends CRH Winning Way The Next Era of Growth for CRH The Leading Compounder of Capital in our Industry Over the Last Year Over the Last 10 Years Since 1970 1 1 1 2023-2024 Annualized TSR 2014-2024 Annualized TSR 1970-2024 Annualized TSR 35.9% 17.5% 16.2% 13.1% 25.0
Slide 11: Why We Win
Who We Are Why We Win Growing Megatrends CRH Winning Way The Next Era of Growth for CRH Why We Win Investor Day 2025 10
Slide 12: Our Growth Algorithm
Who We Are Why We Win Growing Megatrends CRH Winning Way The Next Era of Growth for CRH Our Growth Algorithm Growing CRH Leading Megatrends Winning Way Compounder of Capital Infrastructure Transportation Water x = Proven long-term delivery 1 Double-digit earnings growth Reindustrialization For footn
Slide 13: Our Growth Algorithm
Who We Are Why We Win Growing Megatrends CRH Winning Way The Next Era of Growth for CRH Our Growth Algorithm Growing CRH Proven Long- Megatrends Winning Way Term Delivery Growth & Performance Infrastructure +8% +920bps Revenues Adj. EBITDA * CAGR Margin Transportation 1 1 (2014-2024) (2014-2024) x =
Slide 14: Growing Megatrends
Who We Are Why We Win Growing Megatrends CRH Winning Way The Next Era of Growth for CRH Growing Megatrends Investor Day 2025 13
Slide 15: Growing Megatrends
Who We Are Why We Win Growing Megatrends CRH Winning Way The Next Era of Growth for CRH Growing Megatrends Transportation Water Reindustrialization Roads, Bridges, Tunnels Storm, Waste & Potable Data Centers, AI, Digital, Airports, Ports, Rail Water Management Onshoring, Energy CRH is a major benefi
Slide 16: Growing Megatrends
Who We Are Why We Win Growing Megatrends CRH Winning Way The Next Era of Growth for CRH Growing Megatrends • ~$145B1 market size … recurring revenue stream Transportation • ~60% of IIJA highway funding yet to be deployed2 • 2026 State transportation budgets +6% y/y3 • Large & growing market … $100B+
Slide 17: CRH Winning Way
Who We Are Why We Win Growing Megatrends CRH Winning Way The Next Era of Growth for CRH CRH Winning Way Investor Day 2025 16
Slide 18: CRH Winning Way
Who We Are Why We Win Growing Megatrends CRH Winning Way The Next Era of Growth for CRH CRH Winning Way SUPERIOR STRATEGY PROVEN LEADING GROWTH PERFORMANCE CAPABILITIES VALUE-CREATING CAPITAL ALLOCATION … driven by our unique entrepreneurial culture … Investor Day 2025 17
Slide 19: Customer Centric & Empowered Teams
Who We Are Why We Win Growing Megatrends CRH Winning Way The Next Era of Growth for CRH Customer Centric & Empowered Teams Leveraging the power of local relationships … • Customer Centric: Leveraging the power of 200+ local brands in North America & ~90 across our International division • Empowered
Slide 20: Unmatched Scale & a Connected Portfolio
Who We Are Why We Win Growing Megatrends CRH Winning Way The Next Era of Growth for CRH Unmatched Scale & a Connected Portfolio Built over 5 decades & impossible to replicate … Connected Portfolio Aggregates Cementitious Products Roads Water Building Products … a key differentiator for CRH … Investo
Slide 21: CRH Winning Way
Who We Are Why We Win Growing Megatrends CRH Winning Way The Next Era of Growth for CRH CRH Winning Way … built from our superior strategy … Investor Day 2025 20
Slide 22: Superior Strategy
Who We Are Why We Win Growing Megatrends CRH Winning Way The Next Era of Growth for CRH Superior Strategy Aggregates Cementitious Roads Water Customer-centric approach Lower capital intensity Aligning with Infrastructure megatrends Delivering Greater optionality for capital deployment Unmatched scal
Slide 23: Superior Strategy in Action
Who We Are Why We Win Growing Megatrends CRH Winning Way The Next Era of Growth for CRH Superior Strategy in Action Customer Centric & Connected Portfolio… ~6x more profitable1 ~300bps Adj. ROIC accretive2 Aggregates Liquid Asphalt Asphalt Paving Finished Road ~$10 CGP/t ~$60 CGP/t … a multiplier fo
Slide 24: Superior Strategy in Action
Who We Are Why We Win Growing Megatrends CRH Winning Way The Next Era of Growth for CRH Superior Strategy in Action Building a leading cementitious platform … ~25mt annual production • High-growth market with structural deficit in domestic cementitious supply • Eco Material acquisition increases US
Slide 25: Leading Performance
Who We Are Why We Win Growing Megatrends CRH Winning Way The Next Era of Growth for CRH Leading Performance • Safety at the core of everything we do • Part of our culture … relentless focus on making businesses better • Global capabilities driving performance Locally Globally Leading excellence acro
Slide 26: Leading Performance in Action
Who We Are Why We Win Growing Megatrends CRH Winning Way The Next Era of Growth for CRH Leading Performance in Action Connecting local leadership with global expertise Strategic Planning Performance KPIs – Action & Playbooks Excellence & Accountability Scale & Replication Margin Expansion Revenue Ma
Slide 27: Leading Performance in Action
Who We Are Why We Win Growing Megatrends CRH Winning Way The Next Era of Growth for CRH Leading Performance in Action Innovation & Technology … ~200 ongoing projects & >2,000 patents Proprietary Pricing Energy Optimization Artificial Intelligence Tools Decarbonized heat use in Identifying hidden wat
Slide 28: Leading Performance in Action
Who We Are Why We Win Growing Megatrends CRH Winning Way The Next Era of Growth for CRH Leading Performance in Action Circularity & Sustainability #1 49mt 10mt 36% recycler of waste and increase in SCMs alternative of any material by-products through acquisition fuels substitution in North America r
Slide 29: Value-Creating Capital Allocation
Who We Are Why We Win Growing Megatrends CRH Winning Way The Next Era of Growth for CRH Value-Creating Capital Allocation • A relentless focus on shareholder value creation ~$5B Dividends • Prioritized Growth investments ... ~55% ~$11B ~$27B ~45% ~55% over the past 5 years Growth M&A Shareholder Inv
Slide 30: Value-Creating Capital Allocation in Action
Who We Are Why We Win Growing Megatrends CRH Winning Way The Next Era of Growth for CRH Value-Creating Capital Allocation in Action Robust Balance Sheet • Financial strength & discipline … investment grade credit rating for 20+1 years Agency Rating4 Outlook • >10x net interest cover*2; S&P BBB+ Stab
Slide 31: Value-Creating Capital Allocation in Action
Who We Are Why We Win Growing Megatrends CRH Winning Way The Next Era of Growth for CRH Value-Creating Capital Allocation in Action Accelerating Growth Capex Deliberate near-term step-up in Growth Capex Expanding capacity in high-growth markets Driving operational efficiencies & automation $8B Growt
Slide 32: Value-Creating Capital Allocation in Action
Who We Are Why We Win Growing Megatrends CRH Winning Way The Next Era of Growth for CRH Value-Creating Capital Allocation in Action Low-risk, high-returning Growth Capex investments Cape Sandy, IN Fayetteville, NC Durkee, OR ~$100M investment ~$40M investment ~$65M investment Plant modernization, in
Slide 33: Proven Growth Capabilities
Who We Are Why We Win Growing Megatrends CRH Winning Way The Next Era of Growth for CRH Proven Growth Capabilities M&A Track Record Disciplined & value-focused approach The acquirer of choice in our industry … Rigorous investment appraisal processes Strict strategic & financial performance crite
Slide 34: Proven Growth Capabilities in Action
Who We Are Why We Win Growing Megatrends CRH Winning Way The Next Era of Growth for CRH Proven Growth Capabilities in Action Building growth platforms of scale Attractive growth markets … South & West U.S., Central & Eastern Europe, Australia Aggregates Cementitious … disciplined & value-accretive c
Slide 35: Proven Growth Capabilities in Action
Who We Are Why We Win Growing Megatrends CRH Winning Way The Next Era of Growth for CRH Proven Growth Capabilities in Action Building growth platforms of scale A decade of strategic growth investment in Texas … CRH in Texas1 CRH in Texas1 (2014) (TTM Q2’25) Aggregates Cementitious $0.6B $3.0B Revenu
Slide 36: CRH Winning Way
Who We Are Why We Win Growing Megatrends CRH Winning Way The Next Era of Growth for CRH CRH Winning Way • Superior Strategy: Unmatched scale & connected portfolio in high-growth markets • Leading Performance: Locally owned & globally enabled 1 • Value-Creating Capital Allocation: Relentless focus on
Slide 37: The Next Era of Growth for CRH
Who We Are Why We Win Growing Megatrends CRH Winning Way The Next Era of Growth for CRH The Next Era of Growth for CRH Investor Day 2025 36
Slide 38: Accelerating Shareholder Value Creation
Who We Are Why We Win Growing Megatrends CRH Winning Way The Next Era of Growth for CRH Accelerating Shareholder Value Creation 2020-2024 2026-2030 ~55% for Growth ~$27B ~45% for Shareholder ~70% for Growth ~$40B ~30% for Shareholder Investments Capital Deployed Returns Investments Financial Capacit
Slide 39: Accelerating Shareholder Value Creation
Who We Are Why We Win Growing Megatrends CRH Winning Way The Next Era of Growth for CRH Accelerating Shareholder Value Creation • Driving organic growth … low-risk, high-returning investments • Executing on a strong pipeline of M&A opportunities … disciplined & ~70% ~$40B ~30% for Growth Financial C
Slide 40: Unrivaled Growth Opportunities
Who We Are Why We Win Growing Megatrends CRH Winning Way The Next Era of Growth for CRH Unrivaled Growth Opportunities ~$28B ~$40B Growth Investments Aggregates Cementitious Financial Capacity to 2030 Value-accretive Growth Capex and M&A in fragmented markets Roads Water … greater optionality for ca
Slide 41: 2030 Financial Targets
Who We Are Why We Win Growing Megatrends CRH Winning Way The Next Era of Growth for CRH 2030 Financial Targets1 Revenue Adj. EBITDA Adj. FCF Growth2 Margin* Conversion* 7% to 9% 22% to 24% >100% … Built for Growth … Powered by Performance 2 Revenue growth is presented on a total basis, including org
Slide 42: Our Growth Algorithm
Who We Are Why We Win Growing Megatrends CRH Winning Way The Next Era of Growth for CRH Our Growth Algorithm Growing CRH 2030 Financial Megatrends Winning Way Targets1 Revenue Growth Infrastructure 7% to 9% Transportation Adj. EBITDA Margin* Water x = 22% to 24% Adj. FCF Conversion* Reindustrializat
Slide 43: Why Invest
Why Invest Aligned with growing megatrends … the #1 Infrastructure play in North America Leading positions in high-growth markets … unmatched scale & connected portfolio Superior strategy & leading performance … more consistent long-term delivery Proven stewards of capital … disciplined & va
Slide 44: Appendix
Appendix Investor Day 2025 43
Slide 45: Endnotes
Endnotes Slide 4 *Represents a non-GAAP measure. See the discussion within 'Non-GAAP Reconciliations' on pages 49 to 52 of this presentation. Diluted EPS is on a pre-impairment basis. 1. As of September 26, 2025. 2. Midpoint of FY25 Adj. EBITDA Guidance of $7.5-$7.7 billion. 3. As published on Augus
Slide 46: Endnotes
Endnotes Slide 11 1. ‘Double-digit earnings growth’ refers to CRH’s compound annualized growth rate of Adjusted EBITDA for the period from December 31, 2014 to December 31, 2024. Metrics from the financial year ended December 31, 2014 are based on IFRS. 2014 EBITDA (as defined) has been modified to
Slide 47: Endnotes
Endnotes Slide 29 *Represents a non-GAAP measure. See the discussion within 'Non-GAAP Reconciliations' on pages 49 to 52 of this presentation. Net Debt comprises short and long-term debt, finance lease liabilities, cash and cash equivalents and current and noncurrent derivative financial instruments
Slide 48: Endnotes
Endnotes Slide 41 *Represents a non-GAAP measure. See the discussion within 'Non-GAAP Reconciliations' on pages 49 to 52 of this presentation. 1. 2030 Financial Targets represent average annual Revenue growth between 7% and 9% from 2026-2030, Adjusted EBITDA Margin between 22% and 24% by 2030, and a
Slide 49: Source Data - Proven Track Record of Superior Value Creation
Source Data - Proven Track Record of Superior Value Creation in millions, except per share data € $ 2014 Revenue (i) 18,912 Less: Revenue from divested businesses Europe Distribution (i) (3,999) Americas Distribution (i) (1,776) Building Envelope (ii) (739) 12,398 2014 IFRS Revenue adjusted for dive
Slide 50: Non-GAAP Reconciliations
Non-GAAP Reconciliations CRH uses a number of non-GAAP performance measures to monitor financial performance. These measures are referred to throughout the discussion of our reported financial position and operating performance on a continuing operations basis unless otherwise defined and are measur
Slide 51: Non-GAAP Reconciliations
Non-GAAP Reconciliations Diluted EPS pre-impairment: Diluted EPS pre-impairment is a measure of the Company's profitability per share from continuing operations excluding any loss on impairments (which is non-cash) and the related tax impact of such impairments. It is used by management to evaluate
Slide 52: Non-GAAP Reconciliations
Non-GAAP Reconciliations Adjusted Free Cash Flow: Adjusted Free Cash Flow is a liquidity measure and is defined as net cash provided by operating activities adjusted for proceeds from disposal of long-lived assets less maintenance capital expenditures. Adjusted Free Cash Flow conversion is defined a
Slide 53: Non-GAAP Reconciliations
Non-GAAP Reconciliations Adjusted Return on Invested Capital (Adj. ROIC): Adjusted ROIC is an after-tax measure of operating performance and can be used by management and investors to assess how efficiently we use capital to generate operating income. The metric measures management’s ability to gene