Ashtead Group Results Presentation Deck

MARKET DYNAMICS ENHANCE STRUCTURAL OPPORTUNITY Dynamic SUPPLY CHAIN CONSTRAINTS INFLATION SKILLED TRADE SCARCITY 30 Nine month results | 31 January 2023 Anticipated duration 12 - 18 months Moderation in quarters to come Foreseeable future I H ■ I W ■ ■ Our advantage Partnership and tru with OEMs Long range fleet planning where supply constraints mitigate industry over-fleeting Financial strength $15bn rental fleet Managed pressures through scale and efficiencies Increased rental rates 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 BALANCE SHEET STRENGTH, ACCESS TO CAPITAL AND EXPERIENCE TO EXECUTE Ashtead group

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