Akcansa Cimento Sanayi Ve Ticaret A.s. · BIST:AKCNS
Akcansa Cimento Sanayi Ve Ticaret A.s — Investor Presentation (July 2026)
28 slides from Akcansa Cimento Sanayi Ve Ticaret A.s's investor presentation, Jul 16, 2026
Slide 1: Starting A New Era
AKÇANSA Starting A New Era Hakan Gürdal – Chairman Tayfun Öneş - CEO 16 Jul 2026
Slide 2: Leadership
Leadership New Leadership for a New Era 01
Slide 3: Introduction of the new Chairman and CEO
New Leadership for a New Era Introduction of the new Chairman and CEO Hakan Gürdal – Chairman • 30+ years of cement industry leadership • Held several leadership positions at Akçansa, including General Manager between 2008 and 2014 • Served as Head of Sabancı Cement Group before joining Heidelberg M
Slide 4: A New Akçansa: What we will present today
A New Akçansa: Stronger leadership, deeper Heidelberg Materials integration What we will and a clear pathway to materially higher earnings, cash present today: flow and shareholder returns. New leadership. New ambition. Akçansa: A proven value creation platform The Heidelberg Materials advantage Cle
Slide 5: Akçansa at a Glance
Akçansa at a Glance 30 Years of Creating Value 02
Slide 6: Key pillars driving sustainable long-term value creation
30 Years of Creating Value Key pillars driving sustainable long-term value creation Strategic logistics Integrated platform 30 years of Strong corporate network enables positioned to benefit uninterrupted governance and market-leading from urban dividends supported sustainability flexibility and exp
Slide 7: Akçansa footprint: Strategically located & vertically integrated network
30 Years of Creating Value Akçansa footprint: Strategically located & vertically integrated network supporting domestic and export flexibility İstanbul – Büyükçekmece 3 Integrated Cement Plants Cement Clinker 2.528 1.943 Samsun – Ladik Tekirdağ – Saray Thousand Ton/year Cement Clinker 26 Ready-mix 1
Slide 8: Çanakkale: Strategic export and domestic distribution platform
30 Years of Creating Value Camera outline Çanakkale: Strategic export and domestic distribution platform Export Domestic 55% 55% 67% 64% 75% 76% Ambarlı Terminal Yarımca 45% 45% 33% 36% Terminal 25% 24% Yalova Terminal 2020 2021 2022 2023 2024 2025 ÇNK Port Çanakkale Plant Rapid allocation between d
Slide 9: Büyükçekmece Plant & Ambarlı Port
Camera outline 30 Years of Creating Value Büyükçekmece Plant & Ambarlı Port: Ambarlı Port Istanbul’s cement and global logistics hub Akçansa's Büyükçekmece plant is the only cement plant located in Istanbul. Büyükçekmece Plant Ambarlı Port Unique position in the heart of Istanbul Leading position in
Slide 10: Ladik: Growth platform for Black Sea and export markets
30 Years of Creating Value Ladik: Growth platform for Black Sea and export markets Capacity Expansion ~1 mt clinker potential by 2028 Export Gateway Access to Black Sea export markets Sustainability Pre-calcination investment unlocks significant clinker capacity potential and Lower-carbon production
Slide 11: Strong track record of BETONSA in Türkiye's mega infrastructure projects
30 Years of Creating Value Strong track record of BETONSA as the preferred supplier in Türkiye’s mega infrastructure projects Canakkale Bridge Uskudar Metro Sinpaş Bosphorus High Speed Train Project Galatasaray Arena 3rd Istanbul Bridge (Halkalı – Kapıkule) Completed In Progress 11 16 Jul 2026 Start
Slide 12: Heidelberg Materials Ownership
Heidelberg Materials Ownership Why It Matters 03
Slide 13: Leading positions
Why It Matters Backed by a global building materials leader; Scale, expertise and capital support for the next phase of growth ~49,000 employees on 5 continents 2,600 locations worldwide Leading positions in cement, aggregates, and ready-mixed concrete 13 16 Jul 2026 Starting the New Chapter Toge
Slide 14: Heidelberg Materials in a nutshell
Why It Matters Heidelberg Materials in a nutshell 01 02 03 04 05 The only The deepest The tech one The fastest The trusted global one decarbonising growing one one one 14 16 Jul 2026 Starting the New Chapter Together with Heidelberg Materials
Slide 15: About Heidelberg Materials
About Heidelberg Materials We are executing a strategy that generates real and sustainable value for customers and shareholders Our mid-term targets for 2030 7-10% ~12% < 400 kg RCO growth p.a. ROIC CO2/t CEM We accelerate profitable growth 15 16 Jul 2026 Starting the New Chapter Together with Heide
Slide 16: Our Motto: Across the globe – Around the clock
HMT Overview Our Motto: Across the globe – Around the clock GMT-5 GMT+1 GMT+8 Heidelberg Istanbul Miami Dubai Singapore Heidelberg: Global HQ, Europe & Africa Hub Miami: Americas Hub Singapore: Asia Pacific Hub Dubai: Trading, Shipping, Trade Ops, Accounting Istanbul: East Mediterranean, Black Sea &
Slide 17: Beyond 2026
Beyond 2026 Unlocking Value 04
Slide 18: Transforming Akçansa into a more agile and profitable company
Unlocking Value Transforming Akçansa into a more agile and profitable company Operational Excellence HM Synergies Lower costs, higher profitability and Faster capability transfer and stronger cash generation accelerated value creation Asset Optimization Sustainability Higher asset utilization and Ex
Slide 19: Operational Excellence: Value creation impact
Unlocking Value Operational Excellence Margin expansion through operational excellence and portfolio optimization. Operational Higher More Greater Value Excellence margins cash shareholder creation value impact △ ● ▣ ◉ ◆ ◎ + Faster execution Raw material Fuel mix Product mix Customer Value-added Lea
Slide 20: Asset Optimization: Monetizing strategic logistics assets
Unlocking Value Asset Optimization Monetizing the value of strategic logistics assets Marmara powerhouse • Unmatched logistics footprint in Black sea outlets Marmara Ukraine and Georgia • Advantage of BCM & Ambarlı despite Istanbul traffic issue İstanbul • International Ro-Ro operation Büyükçekmece
Slide 21: HM Synergies
Unlocking Value HM Synergies Unlocking value through Heidelberg Materials integration 01 02 03 04 Best Practice Global Scale Digital New Growth Transfer Benefits Productivity Gains Opportunities • Global expertise • Procurement leverage • Digitalization & AI • New building materials & best practices
Slide 22: Lower Carbon. Lower Cost. Higher Value.
Unlocking Value Sustainability as a profit driver Calcined Clay Alternative Fuels Pre-calcination Green Energy Decarbonization Digital & Green & Raw Materials in Ladik & CBAM Readiness Transformation Potentially one of the • RDF and slag directly ~1 million tons clinker Renewable energy Lower carbon
Slide 23: Driving the next phase of value creation
Unlocking Value Driving the next phase of value creation 2025 2028 2030 Target EBITDA % 13.6% >20% > 25% WCAP over sales % 11% ~10% < 10% Net Capex (average p.a.) ~40 €m ~35 €m 25 – 35 €m Cash conversion rate 43% ~45% > 50% From 2025 Integration Optimization Growth To 2030 23 16 Jul 2026 Starting th
Slide 24: Clear focus towards cash generation and shareholder return
Unlocking Value Clear focus towards cash generation and shareholder return FCF generation and dividends (m€) Solid capital deployment driven by FCF: operational result improvement >100% increase Disciplined CapEx 189 Dividend: CAGR >25% Strict working capital management 93 Major focus on shareholder
Slide 25: Building a Stronger Akçansa
Building a Stronger New Leadership, Clear Accountability Akçansa Full Heidelberg Materials Integration Significant Margin Expansion Potential Higher Cash Flow & Dividend Capacity Unlocking Hidden Asset Value Sustainability-Led Competitive Advantage 25 16 Jul 2026 Starting the New Chapter Together wi
Slide 26: Strong Governance as the Foundation of Trust and Sustainable Shareholder Value
Strong Governance as the Foundation of Trust and Sustainable Shareholder Value Hakan Gürdal Christian Mikli Akçansa's corporate governance framework is founded on Chairman of the BOD Member of BOD & Vice four core principles: Transparency, Reliability, Accountability Chairman and the Protection of S
Slide 27: Starting the New Chapter Together with Heidelberg Materials
27 16 Jul 2026 Starting the New Chapter Together with Heidelberg Materials
Slide 28: Disclaimer
This presentation has been prepared by Akçansa Çimento Sanayi ve Ticaret A.Ş. ("Akçansa" or the "Company") solely for the purpose of providing information regarding Akçansa. The presentation is based on publicly available information and data generated by Akçansa, and primarily contains forward-look
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