Ashtead Group Results Presentation Deck

SPECIALTY MARKET SIZING, RENTAL PENETRATION AND SHARE REVENUE WILL GROW BY $1BN IN 3.0 WITH AMPLE OPPORTUNITY BEYOND CURRENT, PROJECTED AND ILLUSTRATIVE RENTAL REVENUE BY BUSINESS LINE, $M FY21 total rental revenue Incremental projected FY24 total rental revenue via existing locations and greenfields Incremental illustrative Sunbelt potential total rental revenue Power & HVAC Climate Control & Air Quality Scaffold Services Pump Solutions Flooring Solutions Shoring Solutions Industrial Tool Lighting, Grip & Studio Ground Protection HI 0 600 ¹ Market size and rental penetration levels indicated herein validated by Verify Markets 2 Scaffold Services rental penetration not meaningful 23 Full year results ¦ 30 April 2021 200 1,000 1,400 1,800 2,200 RENTAL PENETRATION¹ Now 5% Future 35% 32% MARKET SHARE Now Future 15% 13% 20% 25% 6% 20% 15% nm² nm² 11% 25% 25% 35% 5% 20% 25% 2% 27% 20% 45% 40% 4% 20% 7% 20% 5% 10% 45% 5% 40% 6% 10% 15% 10% Current rental penetration for all of Specialty c.$2.4bn Specialty revenue in FY24 $6bn+ Revenue potential at more mature rental penetration levels and market share gains Ashtead group

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