Heidelberg Materials Ag · XETR:HEI

Heidelberg Materials — HeidelbergCement — Merger or Acquisition (September 2021)

19 slides from Heidelberg Materials's merger presentation, Sep 29, 2021

  1. Slide 1: Building the Digital Ecosystem for the Heavy Building Materials Industry

    Building the Digital Ecosystem for the Heavy Building Materials Industry – HeidelbergCement partners with Thoma Bravo and invests in Command Alkon Dr. Dominik von Achten, CEO Dennis Lentz, CDO Analyst/Investor Call, 29 September 2021

  2. Slide 2: Our strategic framework "Beyond 2020" sets the stage for this deal

    THOMA BRAVO PARTNERSHIP - COMMAND ALKON MINORITY INVESTMENT Our strategic framework “Beyond 2020“ sets the stage for this deal Simplify & Improve Innovate 1 2 3 4 5 Business Portfolio People & Digital Excellence Management Organization Sustainability Transformation Further improving Shifting portfol

  3. Slide 3: The first industrial tech company in the sector

    THE FIRST INDUSTRIAL TECH COMPANY IN THE SECTOR. WE ARE ACCELERATING THE PACE. Copyright © 2020 by Boston Consulting Group. All rights reserved. 3 Analyst call | Thoma Bravo Partnership - Command Alkon Minority Investment |29.09.2021

  4. Slide 4: We are already leading the way in the digitalization of our industry

    H CONNECT WE CREATE THE BEST END-TO-END WE ARE ALREADY LEADING EXPERIENCE FOR OUR CUSTOMERS WITH WEB AND MOBILE APPS THE WAY IN THE DIGITALIZATION OF OUR H PRODUCE INDUSTRY WE DRIVE EFFICIENCY IN OUR OPERATIONS THROUGH SMART, DIGITAL SOLUTIONS Copyright © 2020 by Boston Consulting Group. All rights

  5. Slide 5: From zero to 18,000+ monthly active users in two years

    FROM ZERO TO 18,000+ MONTHLY Hub OnSite ACTIVE USERS IN TWO YEARS… ± 50% GLOBAL SALES COVERAGE > 80% CUSTOMER RETENTION LIVE IN 12 COUNTRIES Copyright © 2020 by Boston Consulting Group. All rights reserved. …ON ONE GLOBAL, Orders, tickets and invoices— Manage and track deliveries in CENTRAL CUSTOMER

  6. Slide 6: Vertical integration: We bring a second, digital life to our assets

    THOMA BRAVO PARTNERSHIP - COMMAND ALKON MINORITY INVESTMENT Vertical integration: We bring a second, digital life to our assets UNTIL NOW OUR OFFLINE MATERIAL DATA UNLOCKS NEXT GENERATION FLOWS HAVE BEEN THE SYNERGETIC OF VERTICAL INTEGRATION FOR FUEL TO DRIVE VERTICAL INTEGRATION HEIDELBERGCEMENT 6

  7. Slide 7: Taking our digital strategy to the next level with Thoma Bravo

    THOMA BRAVO PARTNERSHIP - COMMAND ALKON MINORITY INVESTMENT Taking our digital strategy to the next level with Thoma Bravo A LEADING GLOBAL BUILDING MATERIALS PLAYER LEADING SOFTWARE INVESTMENT FIRM (over $83 billion in AUM) COMPETENCIES COMPETENCIES  DEEP DOMAIN KNOW-HOW OF THE INDUSTRY  EXTENSIV

  8. Slide 8: Our industry-changing first move

    OUR INDUSTRY- CHANGING FIRST MOVE.  INVEST IN LARGE INSTALLED USER BASES  DEVELOP NEW PRODUCTS IN PORTFOLIO COMPANIES  MORE TO COME SOON 45% 8 Analyst call | Thoma Bravo Partnership - Command Alkon Minority Investment |29.09.2021

  9. Slide 9: Command Alkon is the ideal fit to realize our ambitious strategy

    THOMA BRAVO PARTNERSHIP - COMMAND ALKON MINORITY INVESTMENT Command Alkon is the ideal fit to realize our ambitious strategy Most widely used ‘system of record’ in our industry Company Profile Revenue Streams System of record for RMC, aggregates, cement Sale of licenses and maintenance for industry-

  10. Slide 10: Command Alkon covers core digital needs of the Heavy Building Materials Industry

    THOMA BRAVO PARTNERSHIP - COMMAND ALKON MINORITY INVESTMENT Command Alkon covers core digital needs of the Heavy Building Materials Industry MOBILEsales, Insights Batch, Libra, Apex, supplyCONNECT − Business intelligence, Data aggregation, − Plant/ Quarry automation, Materials Forecasting control, S

  11. Slide 11: The pole position to build the digital ecosystem for our industry

    THE POLE POSITION TO BUILD THE DIGITAL LARGEST INSTALLED USER BASE IN HEAVY BUILDING MATERIALS INDUSTRY ECOSYSTEM FOR OUR INDUSTRY. Copyright © 2020 by Boston Consulting Group. All rights reserved. 20K+ SITES 75K+ TRUCKS 60M+ TICKETS USING AT LEAST ONE SHARED ON CONNEX WITH TELEMATICS PRODUCT TO DRI

  12. Slide 12: 5 growth levers in the partnership with Command Alkon

    THOMA BRAVO PARTNERSHIP - COMMAND ALKON MINORITY INVESTMENT 5 growth levers in the partnership with Command Alkon COMMAND ALKON ORGANIC GROWTH HEIDELBERGCEMENT PRODUCT ADOPTION Margin improvement through SaaS (Software as a Service) Adoption of Command Alkon products​ Cross-selling opportunity Setti

  13. Slide 13: Deep dive into Command Alkon Products – COMMANDassurance

    THOMA BRAVO PARTNERSHIP - COMMAND ALKON MINORITY INVESTMENT Deep dive into specific Command Alkon Products – COMMANDassurance INDUSTRY KNOW-HOW PAVE WAY TOWARDS INJECTED INTO NON-US MARKETS, MAKE CONTINUOUS PRODUCT QUALITY PREDICTIONS DEVELOPMENT ACCEPTED BY LOCAL AUTHORITIES  3 sensors on a truck

  14. Slide 14: Deep dive into Command Alkon products – CONNEX Jobsite

    THOMA BRAVO PARTNERSHIP - COMMAND ALKON MINORITY INVESTMENT Deep dive into specific Command Alkon products – CONNEX Jobsite NETWORK EFFECT PAVE WAY TOWARDS CAUSED BY 7.7 MILLION NON-US MARKETS HC TICKETS IN NAM  Seamless digital connection of all contributing parties CREATE ONLINE CREATE OFFLINE to

  15. Slide 15: 'The Big Plus' – How do HeidelbergCement customers benefit?

    THOMA BRAVO PARTNERSHIP - COMMAND ALKON MINORITY INVESTMENT ‘The Big Plus’ – How do HeidelbergCement customers benefit? INCREASED EASE OF DOING BUSINESS BETTER SOLUTIONS BEST OF BOTH WORLDS: “DEEP” FOR DAY-TO-DAY BEST-IN-CLASS AND “BROAD” PAIN POINTS STANDARD SOLUTIONS QUICKER AVAILABILITY MORE DIGI

  16. Slide 16: Pathway to building the digital ecosystem for Heavy Building Materials Industry

    THOMA BRAVO PARTNERSHIP - COMMAND ALKON MINORITY INVESTMENT Pathway to building the digital ecosystem for Heavy Building Materials Industry Strategic partnership Anchor investment Better together Vision Thoma Bravo as established Investment in the Command Alkon’s strong First step for HC innovation

  17. Slide 17: Synergies from HC's contribution of offline assets make the deal very attractive

    THOMA BRAVO PARTNERSHIP - COMMAND ALKON MINORITY INVESTMENT Synergies from HC’s contribution of offline assets make the deal very attractive HeidelbergCement Deal Contribution Approx. $1.7 billion valuation for Command Alkon Cash contribution Approx. $250 million cash out for HC for 45% stake & syne

  18. Slide 18: HC & Thoma Bravo team up to build the digital ecosystem of Heavy Building Materials

    THOMA BRAVO PARTNERSHIP - COMMAND ALKON MINORITY INVESTMENT HC & Thoma Bravo team up to build the digital ecosystem of Heavy Building Materials  First anchor investment in Command Alkon, the leading supply chain digital solutions provider for heavy building materials  Contributing its digital and

  19. Slide 19: Disclaimer

    Disclaimer Unless otherwise indicated, the financial information provided herein has been prepared credit business and, in particular, additional uncertainties arising out of the subprime, under International Financial Reporting Standards (IFRS). financial market and liquidity crises; the outcome of

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