Westlake Growth & Investment Strategy
Closer to the Customer with Value-Added Name Brands
Flagship Brands
Growth Opportunities
Name Value
Brands make up the
majority of Westlake
Royal Building
Products offering that
drive higher and more
stable margins
Siding &
Accessories
Trim &
Molding
Roofing
US TAM*
Market Positions
•
ROYAL
Siding
Vinyl siding provides lowest installed cost
Majority is driven by stable R&R spend
~$10B
TruExterior
•
Siding & Irim
Strong housing construction demand
#1 Non-wood Shutters
#3 Premium Siding
ROYAL
Trim & Mouldings
KLEER
Displacing wood and other alternatives
•
Strong housing construction demand
Stable R&R spend
~$3B
#1 Premium PVC Trim
#1 Poly-Ash Trim
NEWPOINT
CONCRETE ROOF TILE
USTile
Clay Roofing Products
DAVINCI
Roufaxopes
#1 Concrete & Clay Tile
Displacing natural slate and other alternatives
Strong housing construction demand
Majority is driven by stable R&R spend
~$15B
#1 Composite Tile
#2 Stone Coated Metal
STONECRAFT
~80% of Sales
Go through 1 Step
distributors who sell
to the final customer
enhancing margins over
two-step distribution
Decorative
Stone
•
ELDORADO STONE
•
VERSETTA
STONE
Legacy Collection
Windows
Krestmark Collection
Outdoor
Living
ZURI
KINDRED
CUTDOORS
SURROLES
REMILY DECKING
60
Housing construction and R&R spend
Market leading brands support demand
Westlake's innovation in cultured stone
~$4B
#1 Architectural Stone
Veneer
Magnolia Collection
Leveraging strength in Texas and other regions
New home construction demand
Stable R&R spend provides additional support
•
Displacing wood decking
•
Growing outdoor trends post-pandemic
Market leading brands appeal to consumers
•
Attractive aesthetics
Leading position in attractively
growing Texas market and
surrounding areas
Leveraging leading brands
driving higher penetration in
Outdoor Living
Westlake
Source: Principia, Freedonia, Fortune Business Advisors. *TAM: Total addressable marketView entire presentation