Ashtead Group Results Presentation Deck
MEGA SIZED PROJECTS POWERING CONSTRUCTION LANDSCAPE
Offices, healthcare and data centres
Total building starts ($bn)
700
600
500
400
300
200
100
0
1996
50.0
40.0
Source: Dodge Data & Analytics
30.0
20.0
10.0
Store and warehouses
Construction starts (millions of square feet)
0.0
2000
2004
2017 2018
2008
2019
Stores
wwwwy
2012
2016
Manufacturing
Total building starts ($bn)
Warehouses
Source: Dodge Data & Analytics
18 Full year results | 30 April 2022
- Manufacturing
2020
2020 2021 2022 2023 2024 2025 2026
2024
60.0
50.0
40.0
30.0
20.0
10.0
0.0
2017 2018 2019 2020 2021 2022 2023
Offices (exc. data centres)
Source: Dodge Data & Analytics
6%
9%
Federal infrastructure package (incremental)
7%
4%
8%
10%
$550bn
11%
20%
Source: Dodge Data & Analytics
12%
Healthcare
13%
2024 2025 2026
Data centres
▪ Roads and bridges
- Power / grid
▪ Rail
■ Broadband
■ Water / sewers
■ Transit
■ Infrastructure resilience
▪ Airports
■ Environmental remediation
■ Infrastructure spend
■
Projects over $400 million
represent ever increasing
proportion of total spend
(30% today compared with
13% in 2000 - 2009)
▪ From retail store front to
warehouse and distribution
centre door front
▪ eCommerce and broader web
demand creating continued
strength in data centre market
■ Electric vehicle revolution in
early days of vehicle and battery
manufacturing
▪ Federal infrastructure package
will extend large project
strength
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