Investor Presentation
Summit Materials Overview
Pure-Play, Vertically-Integrated Heavy Materials Business
Our Value Proposition
✓Materials-based positions in well-structured, early-cycle markets
Integrated supplier of construction materials (aggregates, cement), products (ready-mix concrete, asphalt) and paving services
Favorable long-term industry dynamics within private and public end-markets
2/3 of net revenue = early cycle residential/non-residential end markets; 1/3 of net revenue = state public infrastructure spending
Exceptional record of financial growth and operational execution
Since IPO (2015), generated significant growth in net revenue, adjusted EBITDA, net income, all while reducing net leverage
✓ Unique acquisition strategy with proven integration experience
Focused on acquiring/integrating/improving assets in well-structured markets
Proven management team with decades of industry experience
Founded by Tom Hill (current CEO) and former CEO of OldCastle Materials
Leading Positions In Early-Cycle Markets
Top 4 Market By Net Revenue (2017)
Market Exposure
2
Consolidating Fragmented Materials Markets
1
12
8
9
8
h..Ali
4
3
2
2014
14
2009 2010 2011 2012 2013
Number of Acquisitions
11
2015 2016 2017 2018
Cumulative Spend ($MM)
$3,500
$3,000
$2,500
$2,000
$1,500
$1,000
$500
$0
SUMMIT
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