Wienerberger Ag · VIE:WIE
Wienerberger — Investor Day (October 2024)
12 slides from Wienerberger's investor day presentation, Oct 17, 2024
Slide 1: wienerberger in the UK & Ireland: Market Presence and Expansion Opportunities
WIENERBERGER IN THE UK & IRELAND MARKET PRESENCE AND EXPANSION OPPORTUNITIES wienerberger Investor Day 2024 October 17, 2024
Slide 2: UK & Ireland - In a Nutshell
WIENERBERGER IN THE UK/IRELAND UK & IRELAND - IN A NUTSHELL £ 489 m 2023 External revenues 2,150 More than 2,150 employees 18 Manufacturing locations across the region 2
Slide 3: UK & Ireland External Revenues Development in Last Decade
WIENERBERGER IN THE UK/IRELAND UK & IRELAND EXTERNAL REVENUES DEVELOPMENT IN LAST DECADE 600 External revenues in£ million 500 400 300 200 100 0 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 3
Slide 4: Significantly Increased Its Renovation Exposure Over the Years
WIENERBERGER IN THE UK/IRELAND WIENERBERGER SIGNIFICANTLY INCREASED ITS RENOVATION EXPOSURE IN THE UK & IRELAND OVER THE YEARS… 600 External revenues in£ million 500 400 300 200 100 0 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 New build RM&I 4
Slide 5: Reduced Its Reliance on Facing Brick Sales
WIENERBERGER IN THE UK/IRELAND …AND REDUCED ITS RELIANCE ON UK & IRELAND FACING BRICK SALES 300 External revenues in£ million 250 200 150 100 50 0 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 Facing brick sales revenues Other regional sales revenues 5
Slide 6: UK Pitched Roof Market by End-Use 2023
WIENERBERGER IN THE UK/IRELAND UK PITCHED ROOF MARKET BY END-USE 2023 Non-housing RM&I 7,7% › UK pitched roof 66% concrete New build housing 36,5% › >60% exposure to RM&I compared with 30% for bricks › Concrete and clay account for more than 75% by volume Housing RM&I 52,9% New build non-housing 2,9
Slide 7: FloPlast Addressable Market Is Large: ~£1.4 BN
WIENERBERGER IN THE UK/IRELAND FLOPLAST ADDRESSABLE MARKT IS LARGE: ~£ 1.4 BN UK Pipe and Fittings market: ~£ 1.4 BN ~£ 300 MN 73% of FloPlast wienerberger/FloPlast UK revenues come from this ~£ 230 MN segment › Strong renovation ~£ 290 MN focus drives growth ~£ 610 MN › Additional expansion potenti
Slide 8: Pipelife Ireland Product Portfolio
WIENERBERGER IN THE UK/IRELAND PIPELIFE IRELAND PRODUCT PORTFOLIO Heating and Cooling Water Gas Cable Portfolio focused on Sewage emerging growth areas: Soil Renewables, Waste Roofline and low-temperature Rainwater heating & water management 8
Slide 9: Where Will the Future Growth Come From?
WIENERBERGER IN THE UK/IRELAND WHERE WILL THE FUTURE GROWTH COME FROM? RENOVATION NEW BUILD 80% of the buildings we Future Homes Standard will use in 2050 have will ensure that new already been built and homes built from 2025 require renovations to produce 75-80% less achieve net-zero emissions carb
Slide 10: Commercial Strategy
WIENERBERGER IN THE UK/IRELAND COMMERCIAL STRATEGY Double our share of the building envelope by 2030 We are committed to building a better tomorrow for future generations PROTECT AND GROWTH THROUGH GROW THE CORE DIVERSIFICATION One Operational Merger Innovation Decarbonisation wienerberger Excellenc
Slide 11: Comprehensive System Solutions for the Entire Building
WIENERBERGER IN THE UK/IRELAND COMPREHENSIVE SYSTEM SOLUTIONS FOR THE ENTIRE BUILDING 11
Slide 12: UK & Ireland: Way Forward
WIENERBERGER IN THE UK/IRELAND UK & IRELAND: WAY FORWARD M&A PRODUCT OFFER › New products and services › Innovation › Increased capacity create new ways › Decarbonization COMMERCIAL to grow OFFERING ORGANIZATION AND PEOPLE meet growth opportunities › Bundling products into value-based commercial › S