Ibstock Plc · LSE:IBST

Ibstock — Q3 2021 Earnings Presentation

11 slides from Ibstock's earnings presentation, Nov 3, 2021

  1. Slide 1: 2021 Q3 Trading and Strategic Update

    2021 Q3 TRADING AND STRATEGIC UPDATE 3 November 2021

  2. Slide 2: Trading update and strategic update presenters

    Trading update Chris McLeish Strategic update Joe Hudson i Joe Hudson Chris McLeish

  3. Slide 3: Q3 trading update highlights

    & = 4, Mata! © Building on first half momentum, Ibstock delivered a strong Q3 supported by continued robust demand in core markets 4 © Supply chain impacts well managed, with both divisions delivering a resilient operational performance | © Asanticipated, cost inflation, as well as freight and labou

  4. Slide 4: Strategic update

    Wamp STRATEGIC UPDATE ~

  5. Slide 5: Building from a strengthened platform

    Building from a strengthened platform Investing for growth from our strong platform to meet the challenges of tomorrow OUR BUSINESS TODAY STRATEGY IN 3 PILLARS INVESTMENT LEVERS FUTURE TRENDS Investment driven growth through Sustainability iis Ibstock Clay two areas of focus: | iiss Ibstock Concrete

  6. Slide 6: Ibstock Futures: new business unit for growth

    SNeks growth = R AMBITION HEART OF TRANSFORMATION IN THE CONSTRUCTION OR IBSTOCK FUTURES IS A NEW BUSINESS UNIT TO COMPLEMENT OUR EXISTING CORE BUSINESS QO Targeting technologies, products and solutions aligned to the mega trends of sustainability and industrialisation of construction © Focussing on

  7. Slide 7: Offsite construction markets and mid/high rise facades

    Offsite construction mark mid/high rise facades 1. OFFSITE CONSTRUCTION MARKETS (USING MMC) fo} Total value of offsite construction markets around £10 billion Value of components within this total is around £1 billion, segmented across residential, public and commercial/industrial Significant flow o

  8. Slide 8: Brick slips as the facade system of choice in UK construction

    ©. The visual aesthetic and flexibility of brick slips, alongside their construction speed, are driving strong and sustained growth as the facade system of choice in UK construction markets © Brick slips provide a durable, safe and energy efficient alternative to other cladding solutions O The UK br

  9. Slide 9: Ibstock Futures: automated brick slips factory

    pelbstock Futures, ~ © Development of the UK’s first automated brick slips factory on Ibstock’s existing site in Nostell, West Yorkshire OQ to be built within existing clay brick footprint, with established and reliable infrastructure Q situated in heartland of its target markets OQ Significant, hig

  10. Slide 10: Clay brick business focus and growth in diversified construction markets

    Ibstock’s clay brick business has been focused principally on traditional residential construction markets These markets have attractive long-term fundamentals, and have underpinned strong financial returns through the cycle. © This core business will continue to be central part of the Group’s asset

  11. Slide 11: Q&A

Ibstock — Q3 2021 Earnings Presentation on 6ix