Sigmaroc Plc · LSE:SRC
Sigmaroc — Merger or Acquisition (June 2021)
13 slides from Sigmaroc's merger presentation, June 2021
Slide 1: Nordkalk Acquisition
SIGMAROC PLC NORDKALK ACQUISITION June 2021 SIGMAROC PLC 2021 SIGMAROC PLC 2021 STRICTLY CONFIDENTIAL STRICTLY CONFIDENTIAL 1
Slide 2: Presentation Disclaimer
PRESENTATION DISCLAIMER The information contained in these slides and the accompanying oral presentation (together, the "Presentation") have not been approved by an authorised person within the meaning of the Financial Services and Markets Act 2000 ("FSMA"). If any person is in any doubt as to the c
Slide 3: Presentation Disclaimer
PRESENTATION DISCLAIMER Certain statements in the Presentation are forward-looking statements, and the Presentation itself has been based upon a number of assumptions, forecasts and projections of the Company which by their nature are forward looking. Forward-looking statements are typically identif
Slide 4: Building a Leading Specialist Quarried Materials Group
BUILDING A LEADING SPECIALIST QUARRIED MATERIALS GROUP 1. Combining two high performing businesses…. 2. …through a transformational transaction… ▪ SigmaRoc has created significant value as a UK and Europe focussed ▪ SigmaRoc to acquire Nordkalk for €470m: construction materials buy and build vehicle
Slide 5: SigmaRoc – Proven, Scalable Model for Growth
SIGMAROC – PROVEN, SCALABLE MODEL FOR GROWTH Clear track record of both organic and acquisitive growth, with underlying EBITDA increasing by > 430% between FY2017 and FY2020 Market Cap (£m) and Underlying EPS (pence) Underlying EBITDA Growth By Type Versus Prior Year 300 * 5.10* 5.5 Acquisition +4%
Slide 6: Nordkalk Adds a Sixth Platform to Transform Footprint
NORDKALK ADDS A SIXTH PLATFORM TO TRANSFORM FOOTPRINT Nordkalk immediately establishes scale and coverage across key Scandinavian and North-European markets EUROPEAN QUARRIED MATERIALS GROUP ▪ 6 Platforms focused on quarried materials and downstream products. ▪ 37 quarries in 9 countries, 76 operati
Slide 7: Key Product Trends by Market
KEY PRODUCT TRENDS BY MARKET Key growth trends forecast per product and market ▪ The Pulp and Paper market growth forecast of 24% between 2021 and 2026. HIGH GRADE LIMESTONE ▪ Metals and Mining market growth forecast of 23% between 2021 and 2026. PRODUCTS ▪ Environmental/Agriculture market growth fo
Slide 8: Lime and Limestone Usage Outside of Construction
LIME AND LIMESTONE USAGE OUTSIDE OF CONSTRUCTION On a typical breakfast table, almost all items require limestone – based products in some form PAINT WATER ▪ Fine grinded limestone is a large part ▪ Lime applications vary from the of the filler and the colour of white processing of drinking water to
Slide 9: Acquisition Rationale: Why Nordkalk?
ACQUISITION RATIONALE: WHY NORDKALK? Nordkalk’s high performance business fits the strict investment criteria set by the Group Self ✓ Long history as an independent business dating back to 1898. Contained ✓ Presently owned by a financial shareholder. Asset ✓ 23 quarry sites, 15 grinding plants, 11 k
Slide 10: Target with Strong Sustainability Credentials
TARGET WITH STRONG SUSTAINABILITY CREDENTIALS Committed to future best practices and sustainability through measurement, analysis, disclosure and improvement ENVIRONMENTAL SOCIAL GOVERNANCE ▪ cf. appendix for CO2 absorption. ▪ ISO 18001 and 45001 compliance. ▪ Certified management systems with exter
Slide 11: Group Outlook for 2021
GROUP OUTLOOK FOR 2021 2021 performance to date driven by strong market dynamics and management actions ▪ £36.7m revenues in Q1 2021: 12% like-for-like* increase over the same period in 2020, strong demand across SIGMAROC all products and platforms. TRADING ▪ Revenues and EBITDA trends remain in lin
Slide 12: Summary: Significant & Sustainable Value Creation
SUMMARY: SIGNIFICANT & SUSTAINABLE VALUE CREATION Addition of Nordkalk transforms the Group, creating a platform for enhanced growth and returns CREATES A BUILDING FROM A LEADING LONG TERM COMPLEMENTARY VALUE THROUGH PROVEN EUROPEAN GROWTH BUSINESSES INTEGRATION PLATFORM SPECIALIST STRATEGY MATERIAL
Slide 13: Questions & Answers – Thank You
QUESTIONS THANK YOU & ANSWERS SIGMAROC PLC Contact us: 7 - 9 Swallow Street, W1B 4DE London +44 207 129 78 28 ir@sigmaroc.com SIGMAROC PLC 2021 STRICTLY CONFIDENTIAL 13