Ashtead Group Results Presentation Deck
SPECIALTY TRADING
Power and HVAC
Climate Control and Air Quality
Flooring Solutions
Scaffold
Pump Solutions
Industrial Tool
Shoring Solutions
Ground Protection
US ex. Temporary Structures
Total US²
Q1
14 Nine month results ¦ 31 January 2022
+24%
+25%
+53%
-11%
+27%
+32%
+8%
+61%
+22%
+22%
Lighting, Grip and Studio
1 Rental only revenue presented on a billing day basis
2 Including Temporary Structures
nm - not meaningful
nm
Rental revenue growth¹
Q2
+22%
+31%
+59%
-8%
+20%
+38%
+13%
+31%
+23%
+23%
+38%
Q3
+30%
+17%
+58%
+10%
+25%
+52%
+20%
-9%
+25%
+34%
-26%
Nine
months
+25%
+25%
+57%
-4%
+24%
+41%
+14%
+24%
+24%
+27%
49%
■
■
Unique portfolio of Specialty businesses take advantage of ongoing
growth opportunities in lowly penetrated markets: 48 locations added
(42 greenfields and 6 acquisition locations)
H
Early stages of structural change; amplifying the Power of Sunbelt,
providing a reliable alternative to ownership with a long runway for
sustainable growth serving broad range of end markets and
applications, which are principally non-construction
▪ Acquisition of Mahaffey creates foundation for tenth Specialty
business line, Temporary Structures, which has ample room for
growth in a remarkably complementary space to many of our existing
Specialty lines and General Tool business. Q3 benefitted from a large
one-off project
Acquisition of Com Rent added the market leading load bank
business to better address the exciting and rapidly advancing
electrification environment
▪ Lighting, Grip and Studio (WFW), impacted adversely by Covid
induced production restrictions in Q3
Ashtead
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