Ashtead Group Results Presentation Deck
SPECIALTY MARKET SIZING, RENTAL PENETRATION & SHARE
REVENUE WILL GROW BY $1BN IN 3.0 WITH AMPLE OPPORTUNITY BEYOND
CURRENT, PROJECTED AND ILLUSTRATIVE RENTAL BY BUSINESS LINE, $M
FY22 total rental
Incremental projected FY24 total rental via existing locations and greenfields
Incremental illustrative Sunbelt potential total rental
Power & HVAC
Climate Control &
Air Quality
Scaffold Services
Pump Solutions
Flooring Solutions
Shoring Solutions
Industrial Tool
Lighting, Grip & Studio
Ground Protection
600
¹ Market size and rental penetration levels indicated herein validated by Verify Markets
2 Scaffold Services rental penetration not meaningful
38
0 200
Half year results ¦ 31 October 2022
1000
1400
1800
2200
RENTAL
PENETRATION¹
Now
Future
15%
20%
nm²
35%
20%
40%
20%
45%
40%
MARKET
SHARE
Now
Future
20%
25%
25%
20%
25%
20%
10%
10%
15%
10%
Current rental
penetration for
all of Specialty
~$2.4bn
Specialty revenue
in FY24
$6bn+
Revenue potential at
more mature rental
penetration levels and
market share gains
Ashtead
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