Crh Plc · NYSE:CRH
Crh — Investor Day (September 2025)
20 slides from Crh's investor day presentation, September 2025
Slide 1: Proven Growth Capabilities
Investor Day 2025 New York Proven Growth Built for Growth Capabilities Powered by Performance
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 In order to utilize the “Safe Harbor” provisions of the United States Private Securities Litigation Reform Act of 19
Slide 3: Today's Speakers
Today’s Speakers JP San Agustín Tim Ortman Group Executive, Strategic Planning, President, CRH Americas Innovation and Venturing Building Products Investor Day 2025 2
Slide 4: Our Growth Algorithm
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. Investor Day 2025 3
Slide 5: Proven Growth Capabilities
Proven Growth Capabilities A deeply embedded mindset throughout our organization • Empowered teams & local relationships … the acquirer of choice >1,250 Acquisitions since 1970 • Disciplined & value-focused approach • Unmatched acquisition, integration & synergy delivery capabilities 30 transactions
Slide 6: Building Growth Platforms of Scale
Building Growth Platforms of Scale A deliberate & strategic customer centric approach Attractive growth markets … South & West U.S., Central & Eastern Europe, Australia Aggregates Cementitious Roads Water Leveraging benefits of scale & our uniquely connected portfolio Investor Day 2025 5
Slide 7: Building a Growth Platform in a High Growth Region (Texas)
Building a Growth Platform in a High Growth Region (Texas) Investor Day 2025 6
Slide 8: Superior Strategy
Superior Strategy Deliberate approach to capital allocation CRH identified Texas as a key growth opportunity Strong fundamentals … … with megatrend drivers Robust Growing Strong Public Significant Water Re- Economy Population Funding Road Infra Needs industrialization Demand Investor Day 2025 7
Slide 9: CRH in Texas
CRH in Texas 1 Strengthening our connected portfolio through acquisition … Since 2014 Certain assets of Capitol Ash Grove Angel East Texas Eco Aggregates Cement Brothers Asphalt Material >25 May-14 Jun-18 Mar-21 Dec-22 Sep-25 acquisitions >1,000bps Oct-15 Asphalt Dec-20 Martin Apr-22 Certain assets
Slide 10: Building from Aggregates
… Building from Aggregates … 7.5m Tons annual production Aggregates Cementitious ~3x Revenue growth since acquisition1 Marble Falls Quarry 2014 Acquisition ~7x Roads Water Adj. EBITDA growth since acquisition1 For footnoted information, refer to Appendix. Investor Day 2025 9
Slide 11: Increasing our Cementitious Supply
Increasing our Cementitious Supply … Aggregates Cementitious Ash Grove Hunter cement Eco cement & RMC Material acquisition acquisition acquisition (2018) (2024) (2025) Including 1mt 2mt cement plant, Market leader Roads Water cement plant in 20 RMC plants, in SCMs in Midlothian, Texas network of Nor
Slide 12: Connected to Roads
Connected to Roads … 2021 2022 Roads acquisition with Roads acquisition with Aggregates Cementitious operations in Houston, operations in East Texas San Antonio & Austin & Louisiana +350bps +730bps Adj. EBITDA margin Adj. EBITDA margin expansion since acquisition1 expansion since acquisition2 Roads
Slide 13: Connected to Water
Connected to Water … >300k Tons of products manufactured p.a. Aggregates Cementitious ~1.5x Revenue growth since acquisition1 Rinker Assets, Houston 2022 Acquisition ~2x Roads Water Adj. EBITDA growth since acquisition1 For footnoted information, refer to Appendix. Investor Day 2025 12
Slide 14: Creating a Connected Platform in Texas
Creating a Connected Platform in Texas … The Leading Building Materials Business in Texas Connected Portfolio Aggregates Cementitious Products Roads Aggregates Cementitious Water Building Products Roads Water Investor Day 2025 13
Slide 15: With Significant Growth Over the Last Decade
… With Significant Growth Over the Last Decade CRH Texas in 2014 CRH Texas in 2025 (FY14) 1 (TTM Q2’25) 1 $0.6B +16% $3.0B Revenues CAGR Revenues $0.1B +24% $0.8B Adj. EBITDA CAGR Adj. EBITDA 60 181 Locations Locations2 For footnoted information, refer to Appendix. Investor Day 2025 14
Slide 16: The Growth Opportunity: Replicating at Scale
The Growth Opportunity: Replicating at Scale Investor Day 2025 15
Slide 17: Unrivaled Growth Opportunities
Unrivaled Growth Opportunities Fragmented markets … ~65% US aggregates players have <1% share2 ~$40B ~$28B ~70% US asphalt players have <1% share2 Financial Capacity1 Growth Investments to 2030 ~75% US water players Value-accretive Growth Capex have <1% share2 and M&A in fragmented markets … with co
Slide 18: Building CRH's Future Growth Platforms
Building CRH’s Future Growth Platforms Deliberate & strategic approach … Strong Market Dynamics Attractive Target Companies Driving Superior Value #1 + x Secular Growth Tailwinds Market-Leading Positions Leading Performance Attractive Markets Strong Local Brands Connected Portfolio Synergies … super
Slide 19: Key Takeaways
Key Takeaways Proven Growth Capabilities We apply a deliberate & strategic approach as we build growth platforms … CRH has unmatched scale & M&A experience Our connected portfolio provides higher synergy potential & greater avenues for growth, positioning CRH as the acquirer of choice CRH has signif
Slide 20: Appendix: Endnotes
Appendix: Endnotes Slide 3 1. ‘Double-digit earnings growth’ refers to CRH’s compound annualized growth rate of Adjusted EBITDA for the period from December 31, 2014 to December 31, 2024. Metrics from the financial year ended December 31, 2014 are based on IFRS. 2014 EBITDA (as defined) has been mod