Investor Presentaiton
Content
BORAL®
1. Overview of the transaction / strategic rationale
2. USG's IP/Technology and adjacent products
3. JV's combined footprint and markets
4. Synergies
5. Key transaction terms
6. Company specific factors
7. Summary
Appendix
USG
USG: A history of differentiating
through innovation
☐
USG has led every major industry innovation¹
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BORAL®
USG
•
☐
US$170m invested in R&D since 2003 with 2,000+ patents received
Dedicated research & development facility in Libertyville, Illinois, US
Significant recognition received for innovations
2011 Global Gypsum Magazine's Product of the Year Award and The Home Depot's Product Innovation of the
Year Award (SHEETROCK® Brand UltraLight Panels)
2013- Ranked a Top Innovator in the Industrial Materials Sector by the Patent Board
Superior performing, lower weight products in plasterboard, cement board and joint compound
UltraLight products command a price premium, can be produced at equivalent cost² and reduce freight
Better score and snap, superior sag resistance, and lighter weight characteristics improve contractor and
distributor productivities
2010:
SHEETROCK® Brand
UltraLight Panels up to 30%
lighter
2012:
SHEETROCK® Brand
UltraLightWeight
All Purpose Joint Compound up to
40% lighter
2009:
DurockⓇ
Cement Board
Next-Gen up to
25% lighter
2011:
SHEETROCK® Brand
UltraLight Panels
FIRECODE® 30 up to
30% lighter
1. See slide in appendix for an overview of USG's technology journey and leading innovations
2011:
SHEETROCK® Brand
UltraLight Panels
FIRECODE® X up to 15%
lighter
2. Equivalent cost compared to USG's previous generation technology plasterboard, but at a lower cost relative to industry standard / Boral Gypsum plasterboard
2013:
SHEETROCK® Brand
UltraLight Panels
Mold Tough up to
20% lighter
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