Moving Infrastructure Forward - Investor Presentation
Capital Allocation Priorities.
How we assess potential acquisitions
Strategic alignment
Market growth potential
Profitability
& returns
Market
dynamics
Culture and capabilities
Fit with broader
strategy of growing
in attractive
infrastructure-
related markets
■ Re-positioning of
portfolio to more
stable, less cyclical
profile
• Leverage from
current
Exposure to fast-
growing submarkets
within broader
infrastructure market
Attractive top line
growth
Platform for
additional acquisition
growth opportunities
Attractive returns on
invested capital over
an economic cycle
Current EBITDA
margins
Path to grow EBITDA
margins
■ Market dynamics
leading to
attractive returns
on capital
■ Cultural potential to
thrive within Arcosa's
operating model
(e.g., safety,
compliance,
sustainability
commitments)
High ethics and
integrity
■ Brings additional
talent to Arcosa
66
manufacturing or
mining/processing
platforms
/ Moving Infrastructure Forward - Investor Presentation, October 2018
ARCOSAView entire presentation