Ashtead Group Results Presentation Deck
SPECIALTY MARKET SIZING, RENTAL PENETRATION & SHARE
REVENUE WILL GROW BY $1BN IN 3.0 WITH AMPLE OPPORTUNITY BEYOND
CURRENT, PROJECTED AND ILLUSTRATIVE RENTAL BY BUSINESS LINE, $M
FY21 total rental
Incremental projected FY24 total rental via existing locations and greenfields
Incremental illustrative Sunbelt potential total rental
Power & HVAC
Climate Control &
Air Quality
Scaffold Services
Pump Solutions
Flooring Solutions
Shoring Solutions
Industrial Tool
Lighting, Grip & Studio
Ground Protection
600
¹ Market size and rental penetration levels indicated herein validated by Verify Markets
2 Scaffold Services rental penetration not meaningful
33 First quarter results ¦ 31 July 2022
0 200
1000
1400
1800
2200
RENTAL
PENETRATION¹
Now
5%
6%
nm²
25%
2%
27%
7%
35%
32%
Future
15%
20%
nm²
35%
20%
40%
20%
45%
40%
MARKET
SHARE
Now
13%
15%
11%
5%
45%
4%
5%
5%
6%
Future
20%
25%
25%
20%
25%
20%
10%
10%
15%
10%
Current rental
penetration for
all of Specialty
~$2.4bn
Specialty revenue
in FY24
$6bn+
Revenue potential at
more mature rental
penetration levels and
market share gains
Ashtead
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