Commercial Metals Company Results Presentation Deck
Strategic Growth - Tensar Year in Review
First Year Highlights
• EBITDA contribution of $61 million since acquisition close¹
Successful launch of new InterAx geogrid product line
- InterAx offers industry-leading value proposition to customers
- Rapid customer adoption; product now constitutes a meaningful and growing portion of Tensar geogrid revenue
- 15+ years of patent protection remaining
Excellent commercial capabilities and customer service culture
• May 2023 was the most profitable month under CMC ownership
Acquired BOSTD plant in Oklahoma, providing enhanced supply chain coordination and
opportunity for low-cost capital upgrades
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Opportunities
Product demand exceeds production capabilities; opportunity to add capacity
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• Significant organic growth potential
- Underpenetrated markets in the U.S. and overseas
Execution on commercial synergies
Pipeline of synergistic M&A opportunities exist over the long-term
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CMC
[1] Covers period from May FY 2022 to May FY 2023 and excludes purchase accounting adjustments
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GEOPER
Q3 FY23 Supplemental Slides | June 22, 2023View entire presentation