Ashtead Group Results Presentation Deck
DELIVERED A STRONG YEAR DESPITE UNIQUELY CHALLENGING DYNAMICS
RENTAL IS POSITIONED WELL TO BENEFIT
Dynamic
SUPPLY CHAIN
CONSTRAINTS
INFLATION
SKILLED TRADE
SCARCITY
24
Full year results | 30 April 2022
Anticipated duration
12 18 months
-
Moderation in
quarters to come
Foreseeable future
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■
■
I
■
Our advantage
■
Partnership and trust with OEMs
Sunbelt 3.0 fleet plans
Financial strength
W Increased rental rates
$14bn rental fleet pre-inflation
Managed pressures through scale and
efficiencies
Focus on people during good and tough
times
Employment brand
Labour shortage results in projects taking
longer
THESE DYNAMICS ARE ALL
TAILWINDS TO RENTAL
PENETRATION AND WILL
FAVOUR BIGGER BUSINESSES
WITH STRENGTH IN BALANCE
SHEET, ACCESS TO CAPITAL
AND EXPERIENCE TO EXECUTE
Ashtead
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