Compagnie De Saint-gobain Sa · EURONEXT:SGO
Compagnie De Saint-gobain Sa — Saint-Gobain — Corporate Update (November 2023)
16 slides from Compagnie De Saint-gobain Sa's corporate update, Nov 13, 2023
Slide 1: Saint-Gobain France Site Visits
SAINT-GOBAIN FRANCE SITE VISITS NOVEMBER 13, 2023 Thierry Bernard CEO Construction Chemicals
Slide 2: Continued strong growth and best-in-class profitability; integration with faster synergies
Continued strong growth and best-in-class profitability + Ongoing integration with faster delivery on synergies Reduction of SG&A costs SG&A synergies in line with plan Operations: freight cost reduction and industrial optimization Backward integration of polymerization launched in all countries and
Slide 3: Innovation and sustainability, global scale, synergistic footprints, complementary know-how
INNOVATION AND TRULY GLOBAL SCALE SYNERGISTIC SKILLS AND SUSTAINABILITY AND COMPLEMENTARY KNOW-HOW FOOTPRINTS 21 FRANCE SITE VISITS | NOVEMBER 2023
Slide 4: Durability – Life Cycle
GCP ECLIPSE® DCI® STRUX® Durability – Life Cycle CHRYSO®Convert C GCP Clarena® Concrete returns2 CHRYSO®Fibre UF-500 Biosourcing CHRYSO®AMA 100 EL & CHRYSO®Maturix CHRYSO®Quad CHRYSO®EnviroMix CHRYSO®TurboCast CHRYSO®Dem Ekla CHRYSO®ICARE GCP Clarena® GCP CO2ST® REDUCERS GCP OPTEVA® &TAVERO® GCP CO2
Slide 5: Construction companies have high CO2 ambitions
Concrete production Cement production Construction companies have high ambitions… Contribution of materials by weight and CO2 emissions contribution (%) CO2 emissions (%) Others 7 10 Others 1 - 46% by 2030 - 20% by 2030 90% of very low- 16 Gravel Fuel vs. 2019 vs. 2015 carbon concrete by Sand 3 Clin
Slide 6: A complete technology portfolio for low-carbon concrete and cement
A complete technology portfolio for low-carbon concrete & cement EnviroMix® for low-carbon concrete Innovation to reduce CO2 adds Complete range adapted to different further value to our solutions concrete types • Up to 50% CO2 reduction 30€ • Deployed in 10 countries admixture spend Concrete [€/m3]
Slide 7: Chryso & GCP innovation heritage and Saint-Gobain's network
SAINT-GOBAIN’S POWERFUL NETWORK IS ALSO SUPPORTING THIS CHRYSO & GCP’S STRONG INNOVATION HERITAGE COMBINATION Global leadership in cement additives Saint-Gobain’s worldwide presence in 75 countries Former spin-off from WR GRACE bringing deep chemical knowledge to develop solid collaboration with sta
Slide 8: Top player in high value-add fibers for concrete reinforcement
M&A Top player in high value-add fibers for concrete reinforcement, bringing durability and sustainability Bought by Chryso in 2019 Completes Chryso and GCP’s admixtures offer for sustainable and high-performance concrete Closing expected by year-end 2023 €40m 2 70 2022 Sales Manufacturing Plants Pe
Slide 9: Capture value through innovation and vertical integration
SUSTAINABILITY URBANIZATION + CAPTURE VALUE with increased ready-mix INFRASTRUCTURE GIGA PROJECTS THROUGH INNOVATION concrete penetration Europe & North America Asia, Africa & LATAM North America, Asia, Africa & Middle East LATAM • Leveraging vertical integration • Supply chain optimization 27 FRANC
Slide 10: Accelerating growth through bolt-on M&A
ACCELERATING GROWTH THROUGH BOLT-ON M&A Leverage strong existing positions Further strengthen key geographies 90 years of presence Strong presence of of Saint-Gobain in Saint-Gobain (Glass Brazil / Gyproc) Strong legal and Strong brand in financial support from Construction Chemicals Saint-Gobain Eg
Slide 11: Faster organic growth thanks to Saint-Gobain's footprint
FASTER ORGANIC GROWTH THANKS TO SAINT-GOBAIN’S FOOTPRINT Leverage Saint-Gobain’s strong network Leverage Saint-Gobain’s geographic presence to of existing plants enter new markets RUN 3 ACTIONS IN Development in Africa Next steps PARALLEL Facilitated expansion on existing Saint-Gobain sites Ivory Co
Slide 12: Systems offer accelerating within Saint-Gobain
SYSTEMS OFFER ACCELERATING WITHIN SAINT-GOBAIN TUNNELING WATERPROOFING FLOORING Chryso & GCP combined offer in tunneling Complementary offers with WEBER Cross-selling with WEBER SYSTEMS OFFERINGS ACCELERATING WITHIN SAINT-GOBAIN Preprufe® technical waterproofing for foundations Cemfloor® screed Spra
Slide 13: Digital and CO2 reduction solutions across concrete value chain
CHRYSO®ADDOPT& GCP DASH® ENVIROMIX®IMPACT MATURIX® CEMENT MIX-DESIGN OPTIMIZATION CONCRETE MIX DESIGN OPTIMIZATION CONCRETE MONITORING + CO2 REDUCTION + CO2 REDUCTION Concrete / cement Raw materials Logistics Placement & curing production CHRYSO®QUAD APP VERIFI® MATERIALS LOCAL SOURCING IN-TRANSIT C
Slide 14: Bringing digitalization and process control to the concrete industry
Only in-transit “Measure and Manage” solution for concrete quality control Using edge devices1 and proprietary AI/ML2 driven algorithms to provide visibility, operational savings, and material savings to our users Integration of Verifi on Saint-Gobain’s digital platform, enabling accelerated deploym
Slide 15: Increased growth and profitability
SUSTAINABILITY SUCCESS HAS ALREADY STARTED INNOVATION INCREASED GROWTH AND PROFITABILITY DIFFERENTIATED VALUE PROPOSITION M&A & GEOGRAPHIC EXPANSION GLOBAL SCALE Major commercial wins in the Americas thanks to combined technologies and industrial footprint EFFICIENCY GAINS supported by a unified sal
Slide 16: R&D groups and contacts
Bruno PELLERIN Pascal BOUSTYNGORRY Nicola RIZZO Frédéric GUIMBAL R&D Director Interface Physical Chemistry Team Cement & Concrete technologies Executive Vice President Manager Director GROUP 1 GROUP 2 GROUP 3 GROUP 4 34 FRANCE SITE VISITS | NOVEMBER 2023