Raubex Group Limited · JSE:RBX
Raubex — BofA 22nd Annual Sun City Conference 2021
28 slides from Raubex's conference presentation, Mar 17, 2021
Slide 1: BofA 22nd Annual Sun City Conference
Raubex Group Limited (Incorporated in the Republic of South Africa) Registration number 2006/023666/06 Share code: RBX ISIN: ZAE000093183 (“Raubex” or “the group”) BofA 22nd Annual Sun City Conference 17 March 2021
Slide 2: Agenda
Agenda • Company overview • Business segments • Geographical footprint • Order book • Project photos • Conclusion • Q&A
Slide 3: Company overview
Company overview • Raubex was founded in 1974 • Started as a road construction and bridge building company • Listed on the JSE in March 2007 under Construction and Materials sector • Substantial growth through strategic acquisitions post listing • Operates a vertically integrated model through a num
Slide 4: Business segments
Business segments Raubex Infra Raumix Aggregates Raubex Building B&E Intemational Raudev ‘SPH Kundalila Raubex Renovo Burma Plant Hire Empa Structures Retail and omv Westforce _ hospitality Metadynamics Construction Building Electricity Housing Gypsum Se Iron ore Materials Cy Division Final product
Slide 5: Materials Division Business segments
Materials Division Business segments Diamond Gold Iron ore Materials Commercial quarries Contract crushing Materials handling and processing for mines Copper Coal Sand Aggregates Gypsum Platinum
Slide 6: Roads and Earthworks Division Business segments
Roads and Earthworks Division Full road construction cyclesegments Business Road construction and earthworks Earthworks 1 Mobile crushing 2 Compaction 3 Structures 4 Milling 5 Asphalt production 6 Asphalt paving 7 Bitumen 8 Road marking 9 Final product 10
Slide 7: Infrastructure Division Business segments
Infrastructure Division Business segments Renewable Energy Electrical Infrastructure Commercial Buildings Infrastructure Housing Shopping Malls Bridge Structures Services Infrastructure Mine Infrastructure Water Infrastructure
Slide 8: Geographical footprint
=x GQ Raubex operates in South Africa, Namibia, Botswana, Zimbabwe, Zambia, Mozambique. Cameroon and Wester Australia.
Slide 9: Order book
Order book ORDER FY15BOOK Divisional Operating Profit FY 2020 H1 2021 International 9% SANRAL International 13% 10% SANRAL 28% Concessions 17% Private Private 30% 27% Concessions 13% Provincial Municipal 23% Municipal 7% Provincial 8% 15% Timing R10,137bn Timing R11,735bn FY 2021 R6,850bn FY 2021 (6
Slide 10: Order book trend to August 2020
Order book Order book trend to 31 August 2020 14 000 12 000 10 000 Rand million 8 000 6 000 4 000 2 000 - Feb-10 Feb-11 Feb-12 Feb-13 Feb-14 Feb-15 Feb-16 Feb-17 Feb-18 Feb-19 Feb-20 Aug-20 INTERNATIONAL 893 624 843 330 1 678 2 207 2 130 1 903 2 548 1 132 935 1 123 PRIVATE 622 756 740 1 523 1 628 1
Slide 11: Opportunities in the renewable energy sector
Opportunities in the renewable energy sector Source: IRP 2019 | Government Gazette 18 October 2019 | page 39 of 94
Slide 12: Project Photos
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Slide 13: Raubex Building: Preller Mall Development, Bloemfontein
Raubex Building: Preller Mall Development, Bloemfontein
Slide 14: Raubex Building: Douala Grand Mall in Cameroon
Raubex Building: Douala Grand Mall in Cameroon
Slide 15: Raubex Building: Riverside View BNG housing units
Raubex Building: Riverside View BNG housing units
Slide 16: Raudev: Woodwind Estates Development
Raudev: Woodwind Estates Development (871 residential opportunities)
Slide 17: Raubex Infra: Droogfontein PV farm
Raubex Infra: Droogfontein PV farm
Slide 18: Raubex Construction: N1-29 Musina Ring Road for SANRAL
Raubex Construction: N1-29 Musina Ring Road for SANRAL
Slide 19: Raubex Construction: N1-29 Musina Ring Road for SANRAL
Raubex Construction: N1-29 Musina Ring Road for SANRAL
Slide 20: Raubex Construction: N4 Bakwena Platinum Corridor
Raubex Construction: N4 Bakwena Platinum Corridor
Slide 21: Tosas: N4 Bakwena Platinum Corridor
Tosas: N4 Bakwena Platinum Corridor
Slide 22: B&E International: Crushing for Raubex Construction on N3TC
B&E International: Crushing for Raubex Construction on N3TC
Slide 23: National Asphalt: Bon Accord fixed plant
National Asphalt: Bon Accord fixed plant
Slide 24: B&E International: Crushing for coal mine, Mpumalanga Province
B&E International: Crushing for coal mine, Mpumalanga Province
Slide 25: SPH Kundalila: Crushing at Pilansberg Platinum Mine
SPH Kundalila: Crushing at Pilansberg Platinum Mine
Slide 26: Raubex Construction: Onslow landfill infrastructure, Western Australia
Raubex Construction: Onslow landfill infrastructure, Western Australia
Slide 27: Conclusion
Conclusion • The South African government’s economic recovery strategy in response to Covid-19 is encouraging • Strategy is stated to include “a substantial infrastructure build programme” • 18 Strategic Integrated Projects including 50 sub-projects have been gazetted • Raubex is well positioned to
Slide 28: Q&A
Q&A
Raubex Group — BofA 22nd Annual Sun City Conference 2021 on 6ix