Ashtead Group Results Presentation Deck

US TRADING General tool Specialty Oil & gas May Q1 Jun Jul -62% Q2 Total -8% -3% 1 Rental only revenue presented on a billing day basis -9% +6% +18% +6% -53% -7% Rental revenue¹ FY21 Q3 Q4 -4% +7% -4% +18% +13% -40% -25% -44% -3% +8% -2% Aug Sep 2019/20 14 Half year results | 31 October 2021 Sunbelt US: fleet on rent Oct Nov 2020/21 FY Dec Jan Q1 +13% +13% +14% +22% +23% +23% +86% +62% +72% +16% +16% +16% Feb FY22 2021/22 Q2 Mar Apr YTD Strong growth in General Tool, while Specialty delivers another exceptional quarter Very strong demand environment coupled with ongoing supply constraints contributing to high utilisation levels ▪ Rental rate improvements progressing better than anticipated Customers' trends to opex rather than capex heightened during prolonged period of supply constraints, accelerating structural shift from ownership to rental Elevated demand in the quarter, particularly in Specialty, as we responded to events including supporting the markets impacted by hurricane Ida Specialty worth a closer look... Ashtead group

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