Ppc Limited · JSE:PPC
Ppc — Exane BNP Paribas Conference 2013
15 slides from Ppc's conference presentation, Sep 10, 2013
Slide 1: The Cement Majors of the Future
The Cement Majors of the Future Exane BNP Paribas Conference London 10 September 2013
Slide 2: Overview of PPC
South Africa Botswana Zimbabwe Mozambique Overview of PPC 2
Slide 3: Overview of PPC
Overview of PPC During 2013, PPC celebrated its 121st birthday and 103 years as a listed company on the JSE Limited Concrete structures endure and given PPC’s history, 40- 50% of all structures in southern Africa would have 1. Jupiter been built with PPC cement 2. Hercules Rwanda 3. Slurry 4. Dw
Slide 4: Overview of PPC (cont.)
Overview of PPC (cont.) PPC operates through three key product segments Revenue split per division 2012 11% Cement 4% Lime Aggregates In addition to serving the southern African domestic 85% markets, cement is exported to other African countries Cement Aggregates Lime For the year ended
Slide 5: Overview of PPC (cont.)
Overview of PPC (cont.) Listed on the Johannesburg Stock Exchange (JSE) and the Zimbabwe Stock Exchange (ZSE) 605 million shares in issue with 76% free float Market capitalisation ~ZAR18bn 6 Month daily average volume traded 1,186,643 Institutional investors are split 50% SA and 50% intern
Slide 6: Overview of PPC (cont.)
Overview of PPC (cont.) Cement South Africa PPC’s product range includes Ordinary Portland Cement (OPC) for specialised application in the infrastructural market (52.51), market-leading Surebuild (42.51) for general-purpose application, and the new SureRoad brand for exclusive use in road construc
Slide 7: Overview of Southern African cement industry
Overview of Southern African cement industry 7
Slide 8: Strategic focus
South Africa Botswana Zimbabwe Mozambique Strategic focus 8
Slide 9: Strategic focus: The Enablers and The Deliverables
Strategic focus The Enablers Our People Company Structure Reducing the income gap To meet the future needs of PPC as a Ensuring acceptable minimum wage multinational we are: Ensuring all employees have decent housing implementing a new management structure and; Recruitment of globally co
Slide 10: Enhancing our industry-leadership position in southern Africa
Enhancing our industry-leadership position in southern Africa Strategic focus required due to current operating environment in this region South Africa During PPC’s H1 ending March 2013, industry cement sales volumes grew 1.2% and PPC 6% PPC is continuing to experience similar growth in 2013
Slide 11: Enhancing our industry-leadership position in southern Africa (cont.)
Enhancing our industry-leadership position in southern Africa (cont.) Investing in businesses with good strategic fit: Pronto Building Materials Largest independent RMC supplier in Gauteng – key RMC market in SA Ulula Ash which gives PPC access to ash for cement manufacture and sale to blend
Slide 12: Expanding our operational footprint into other parts of Africa
Expanding our operational footprint into other parts of Africa Tunisia Morocco Algeria Libya Egypt Western Sahara Projects/ feasibility studies: Mali Mauritania Ethiopia Niger Chad Sudan Eritrea Senegal Djibouti Rwanda Guinea Burkina Faso Gambia Nigeria Ethiopia Zimbabwe/Mozambique Sierra Le
Slide 13: Expanding our operational footprint into other parts of Africa (cont.)
Expanding our operational footprint into other parts of Africa (cont.) Tunisia Morocco Algeria Libya Egypt Habesha Cement Western Sahara • PPC acquired 27% for $12m • Project cost: ~$130m for construction of 1.4mtpa Mauritania Mali • 30% equity, 70% debt Niger Chad Eritrea • Construction: start Oct’
Slide 14: Cimerwa Limited, Rwanda
Cimerwa Limited, Rwanda Progress on the new 600 000tpa plant 14
Slide 15: Disclaimer
Disclaimer This document including, without limitation, those statements concerning the demand outlook, PPC’s expansion projects and its capital resources and expenditure, contain certain forward- looking statements and views. By their nature, forward-looking statements involve risk and uncertainty