Crh Plc · NYSE:CRH

Crh — Merger or Acquisition (June 2026)

15 slides from Crh's merger presentation, June 2026

  1. Slide 1: CRH to Acquire Arcosa

    CRH to Acquire Arcosa Reinforcing CRH as the #1 Infrastructure Player in North America CRH to Acquire Arcosa 1

  2. Slide 2: Disclaimer

    Disclaimer Unless the context otherwise provides, “we,” “us,” “our,” “CRH”, the “Company” and like terms refer to CRH plc and its consolidated subsidiaries. Forward-Looking Statements This presentation and any accompanying oral commentary (collectively, the ‘Presentation’) contains statements that a

  3. Slide 3: Compelling Growth & Value-Creation Opportunity

    CRH to Acquire Arcosa Compelling Growth & Value-Creation Opportunity  Acquiring a leading U.S. provider of building materials & critical infrastructure products  35mt1 of high-quality aggregates; strengthening U.S. aggregates platform to over 265mt of annualized production  Enhanced customer offe

  4. Slide 4: Transaction Overview

    Transaction Overview Accelerating Value-Accretive Capital Deployment • $150 per share in cash; $8.5B enterprise value Acquisition • 11.5x 2026E Adj. EBITDA* including run-rate cost synergies1 Consideration • Intend to fund with available cash and committed debt financing • Strong strategic fit with

  5. Slide 5: Arcosa Overview

    Arcosa Overview ~60% ~40% of Adj. of Adj. Construction Products EBITDA*2 Engineered Structures EBITDA*2 $2.65B 1 A leading U.S. manufacturer of critical ’26E Revenue High-quality, connected, aggregates-led   infrastructure products in the high-growth materials business energy transmission market $

  6. Slide 6: Arcosa Construction Products

    Arcosa Construction Products Scaled Aggregates Platform in High-Growth Markets ~$1.4B ~$380M 27% 109 35MT ~1.3BT ~40yrs Revenue1 Adj. EBITDA*1 Adj. EBITDA Aggs Quarries Aggregates Aggregates Reserve (2026E) (2026E) Margin*1 (2026E) & Yards volumes in 2025 Reserves Life Operating Footprint Aligns wit

  7. Slide 7: Arcosa Engineered Structures

    Arcosa Engineered Structures Strengthens CRH’s Capabilities in U.S. Energy Infrastructure ~$1.3B ~$245M 19% 18 $1.2B Revenue1 Adj. EBITDA*1 Adj. EBITDA Manufacturing Facilities Backlog (Q1’26) (2026E) (2026E) Margin*1 (2026E) Manufacturing Footprint Complementary to CRH’s existing capabilities & inc

  8. Slide 8: Strong Synergy & Value Creation Potential

    Strong Synergy & Value Creation Potential • Proven ability to acquire & integrate at scale Synergies Expected • Uniquely positioned to deliver significant value creation … leveraging unmatched scale & leading performance capabilities • ~$175M run-rate cost synergies expected • Operational: productio

  9. Slide 9: Aligned with our Growth Algorithm

    Aligned with our Growth Algorithm … Growing CRH Leading Megatrends Winning Way Compounder of Capital Infrastructure Transportation Water x = Proven long-term delivery 1 Double-digit earnings growth Reindustrialization For footnoted information, refer to Appendix. CRH to Acquire Arcosa 9

  10. Slide 10: Value-Creating Capital Allocation

    … & Value-Creating Capital Allocation Accelerating Progress Towards 2030 Financial Targets Shareholder Returns 2030 Financial Targets $8.5B 2 30% Revenue Growth ~$40B 7% to 9% Financial Capacity1 Adj. EBITDA Margin* to 2030 22% to 24% Growth Adj. FCF Conversion* Investments 70% >100% *Represents a n

  11. Slide 11: Key Takeaways

    Key Takeaways Compelling Growth & Value-Creation Opportunity  Acquiring a leading U.S. provider of building materials & critical infrastructure products  Strengthening U.S. aggregates platform to over 265mt of annualized production  Enhanced customer offering in attractive, high-growth markets al

  12. Slide 12: Appendix

    Appendix CRH to Acquire Arcosa 12

  13. Slide 13: Endnotes

    Endnotes Page 3 1. FY25 annual aggregates shipments reported in Arcosa’s Form 10-K for the year ended December 31, 2025. Page 4 1. Acquisition multiple reflects Enterprise value divided by pro forma FY26E Adjusted EBITDA including run-rate cost synergies. 2. Before one-off transaction costs. 3. Pro

  14. Slide 14: Source Data – Double-Digit Earnings Growth

    Source Data – Double-Digit Earnings Growth in millions € $ 2015 EBITDA (as defined) (i) 2,219 Less: EBITDA (as defined) from divested businesses Europe Distribution (i) (171) Americas Distribution (i) (140) Building Envelope (ii) (121) 1,787 2015 IFRS based EBITDA (as defined) (iii) (iv) 1,983 2025

  15. Slide 15: Non-GAAP Financial Measures

    Non-GAAP Financial Measures CRH uses a number of non-GAAP financial measures to monitor financial performance. These measures are referred to throughout the discussion of our reported financial position and operating performance on a continuing operations basis unless otherwise defined and are measu

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