Wienerberger Ag · VIE:WIE
Wienerberger — Shareholder Meeting (May 2023)
87 slides from Wienerberger's shareholder meeting presentation, May 2023
Slide 1: We care for a better tomorrow
Record results cau Our vision & Our values We care for a better tomorrow.
Slide 2: We care for a better tomorrow
Slide 3: We care for a better tomorrow
Record results cau Our vision & Our values We care for a better tomorrow.
Slide 4: Record results 2022
Record results 2022
Slide 5: Challenging market environment 2022
Market Challenging market environment 2022 Interest rates increased Inflation increased Demand decreased
Slide 6: Interest rates increased
Se Interest rates increased Excellent cost management driven by forward looking procurement strategy
Slide 7: Inflation increased
Depending on Region 2-10:, Inflation increased
Slide 8: Demand decreased
Depending on Region 5-25% Demand decreased
Slide 9: Record results 2022 in >200y history
Record results 2022 in >200y history
Slide 10: Return to shareholders
Return Wienerberger - an attractive investment 300 0.90. mn € dividend returned to for 2022 shareholders in 2022 (+20% vs. 2021)
Slide 11: We care for a better tomorrow
Record results cau Our vision & Our values We care for a better tomorrow.
Slide 12: Our vision & Our values
. Our vision & Our Our values vision
Slide 13: Our vision
Our vision We improve people’s quality of life N Innovative Sustainable Solutions For » Convenience LD
Slide 14: Innovative Sustainable Solutions
Innovative Sustainable Solutions
Slide 15: Our contribution to climate neutral buildings and water management
Our contribution to: Climate neutral buildings Water management ——_ Inclusion in ESG 2026 roadmap
Slide 16: For the Planet
Slide 17: Our contribution to a healthy planet
Our contribution to a healthy planet Wienerberger ESG strategy 2023 Targets v Decarbonization y Circularity y Biodiversity y Training & Development v Diversity yv CSR
Slide 18: For the People
Slide 19: The focus is on people and relationships
The focus is on people and relationships with people! Our solutions are developed by people, for people
Slide 20: For Convenience
[ @) For Convenience
Slide 21: Our system solutions
n - 7) = ~ t) ~ © £ 5 5D © ° s really need! Our system solutions: 71) increase the energy efficiency save the valuable resource water are innovative, sustainable and easy to apply 7)
Slide 22: Our values
Our values Every decision we take and every contribution we make is driven by this set of shared values. Passion drives us.
Slide 23: Trust grounds us
Trust grounds us.
Slide 24: Trust is the foundation
Slide 25: Respect connects us
Respect connects US.
Slide 26: Respect means appreciation and responsibility
Slide 27: Passion drives us
Passion drives us.
Slide 28: Passion drives innovative strength
Slide 29: Creativity brings us to life
Creativity brings us to life.
Slide 30: Creativity opens up new perspectives
Creativity opens up new perspectives - we are never satisfied with the status quo and have the courage to leave familiar paths.
Slide 31: We care for a better tomorrow
Record results cau Our vision & Our values We care for a better tomorrow.
Slide 32: We put people first!
We put people first!
Slide 33: Training & Benefits
Training & Benefits
Slide 34: Diversity
Diversity >1 9.000 employees 28 countries 60 nationalities 25 spoken languages > 1 5. females in senior management >30. females in white collar positions
Slide 35: Health & Safety
Health & Safety ZE RO deadly accidents 200.000 training hours per year -6» accident frequency rate
Slide 36: Training & Benefits
Training & Benefits >1 6 training hours per employee / year Group-wide training & development programs 819,000 shares for employees
Slide 37: We care for a better tomorrow
Record results cau Our vision & Our values We care for a better tomorrow.
Slide 38: Innovation
Innovation Revenue share of innovative products >30% Solar Roofs Hydrogen
Slide 39: Hydrogen
Hydrogen Gamechanger: Green hydrogen with Wienerberger @ World's first plastic pipe system for transporting hydrogen @ Completely corrosion resistant 2.5 times lower COz emissions over life cycle
Slide 40: Robotics
Robotics We are revolutionizing construction A) Development of a mobile construction robot @ Robotics as part of our digitization strategy @ Faster, more precise and aoe ae more sustainable construction ie. processes
Slide 41: Solar Roofs
Solar Roofs Energy systems of the future A) Use the entire roof for energy generation @ Combination of our know-how in ceramics, electrics & solar energy A) Our solutions: aesthetic, efficient and easy to apply
Slide 42: We care for a better tomorrow
Record results cau Our vision & Our values We care for a better tomorrow.
Slide 43: Track Record shareholder
Track Record sharsholder 2012 - 2012-2022 cai mat Dividend formation Organic growth
Slide 44: Successful portfolio transformation
Successful portfolio transformation
Slide 45: Successful portfolio transformation
Successful portfolio transformation Infrastructure 15% Renovation 20% Newbuild 65% 2012 € 2.4 bn revenues
Slide 46: Successful portfolio transformation
Successful portfolio transformation Infrastructure 15% Renovation 20% Newbuild 65% 2012 € 2.4 bn revenues Infrastructure 22% Renovation 29% 2022 € 5.0 bn revenues Newbuild 49%
Slide 47: Strong organic growth & value creation for shareholders
Strong organic growth & value creation for shareholders
Slide 48: Strong organic growth & value creation for shareholders
Strong organic growth & value creation for shareholders REVENUE +10% CAGR €5.0 mn € 2.400 |i | 2012 2022
Slide 49: Strong organic growth & value creation for shareholders
Strong organic growth & value creation for shareholders REVENUE EBITDA +10% +34% CAGR CAGR E50 €1.0» € 2.400 2012 2022 2012 2022
Slide 50: Strong organic growth & value creation for shareholders
Strong organic growth & value creation for shareholders REVENUE EBITDA ROCE +10% +34% +17.7 CAGR CAGR Percent points €5.0in € 1.0m 18.1% € 2.400 € 0.200 0.4% 2012 2022 2012 2022 2012 2022
Slide 51: Attractive dividend
Attractive dividend
Slide 52: Attractive dividend
Attractive dividend @ 60., € 0.90 Growth p.a. amu 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022
Slide 53: Strong share price development
Strong share price development
Slide 54: Strong share price development
Strong share price development + 2 9 2% 03.05.2023 31.12.2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023
Slide 55: Shareholder return 2012 - until today
Shareholder return 2012 - until today
Slide 56: Shareholder return
Shareholder return 2012 - until today >350.. Total Shareholder Return
Slide 57: We care for a better tomorrow
Record results cau Our vision & Our values We care for a better tomorrow.
Slide 58: M&A
Slide 59: M&A Track Record
M&A Track Record 2012 - YTD 2023 CA) 40 acquisitions @ Several thousand employees taken on
Slide 60: Our M&A criteria
- Our ia M&A iteri cri @ Human & cultural fit 7 7 Increase market share fe p= 00 c wo = yp Ww) wo 2 Pp © > (e) Cc = wv vA) is) P) = 1S) &
Slide 61: M&A success story: Meridian
M&A succes story: Meridian
Slide 62: M&A success story: Meridian
M&A success story: Meridian Successful turnaround Market entry in most important US brick markets Texas and Oklahoma New market leader for masonry solutions Significant operational & commercial synergies Tripled Revenues & EBITDA for masonry solutions e800 0
Slide 63: M&A success story: Meridian
M&A success story: Meridian @ Purchase price ~200 Mio. $ @ Payback <3y @ © Maa Payback 5y
Slide 64: Wienerberger together with Terreal
Wienerberger together with Terreal becoming Europe's first true pitched roof expert Strategic fit
Slide 65: Strategic opportunity
Strategic opportunity Transformational growth opportunity in largest & growing renovation markets France & Germany @ Complementing existing roofing and rainwater portfolio with roofing accessories and solar solutions @ Immediately EPS accretive
Slide 66: Sales & ESG
Sales & ESG New platform achieves every year 75 = 225,000 million m2 tons roof sales CO, reduction
Slide 67: Strategic fit
Strategic fit Significant expansion towards growing renovation business
Slide 68: Strategic fit
Strategic fit Significant expansion towards growing renovation business Wienerberger 2022 Infrastructure 22% Newbuild 49% Renovation 29%
Slide 69: Strategic fit
Strategic fit Significant expansion towards growing renovation business Wienerberger 2022 Wienerberger + Terreal 2022 Infrastructure Infrastructure 22% 20% Newbuild Newbuild 49% 46% Renovation ae Renovation 34% Combination fully in line with our value-creating growth strategy
Slide 70: Financials
Financials Adding to the Wienerberger platform 740 150 mn € mn € Revenues EBITDA (after synergies)
Slide 71: We care for a better tomorrow
Record results cau Our vision & Our values We care for a better tomorrow.
Slide 72: Outlook
Outlook Wienerberger 2026 Water management Scenario 2023 Energy efficiency
Slide 73: Market outlook: Scenario 2023
Market outlook: Scenario 2023 North America Newbuild @ -20% Renovation >) -3% Infrastructure © -5% Even in this challenging market environment, Wienerberger will perform strong thanks to its innovative strength.
Slide 74: Q1 2023
Q1 2023 @ Q1 in the range of the expected scenario for 2023 A) Partially strong decline in new build —> decline in volume @ Wienerberger nevertheless maintains margin and EBITDA
Slide 75: EBITDA 2023
EBITDA 2023 Based on scenario 2023, our 1,020 EBITDA will be > € 800 million 910 2022 2022 2023 EBITDA Sustainable EBITDA EBITDA
Slide 76: New reporting structure 2023
New reporting structure 2023 Wienerberger Wienerberger North America Building Solutions Piping Solutions 54% revenue 27% revenue 19% revenue New reporting structure Building envelope Building envelope Building envelope e Water and energy management e Water and energy management © Water and energy ma
Slide 77: Climate neutral housing
Climate neutral housing
Slide 78: Climate neutral housing
Climate neutral housing @ 22-26°C the whole year long @ No heating or cooling required
Slide 79: Building renovation
Building renovation
Slide 80: Building renovation
Building renovation A) Buildings in the EU account for 36% of CO2 emissions @ With our complete system solutions for the roof & the facade we improve the thermal efficiency by >80% A
Slide 81: Water management
Slide 82: Water management: Don't waste a single drop
Slide 83: Water management: collect, store, re-use
Slide 84: Future roofs
Slide 85: Future roofs
Slide 86: Wienerberger 2026
Slide 87: We care for a better tomorrow