Commercial Metals Company Results Presentation Deck slide image

Commercial Metals Company Results Presentation Deck

Europe Segment Shipments Remain Supported by Strong Cost Position CMC has maintained strong volumes by leveraging a favorable cost position and advantageous commercial and operational flexibility, even in challenging industrial end markets. Poland and Germany Manufacturing PMIS¹ 65 60 55 50 45 40 35 Poland Construction Volume Index² (May 2021-100) 130 120 110 100 90 80 May-21 Jul-21 Sep-21 CMC Jan-22 Nov-21 Poland Mar-22 Germany May-22 Jul-22 Sep-22 Nov-22 Jan-23 [1] Data from S&P Global manufacturing PMI report [2] Data from Eurostat Mar-23 CMC Europe Steel Shipments (Trailing 4-quarter basis in short tons) 550,000 500,000 450,000 400,000 350,000 300,000 250,000 200,000 150,000 Q1-15 Long-term average Q3-15 Q1-16 Investment in an additional rolling line has improved ability to navigate today's dynamic market Q3-16 Q1-17 Q3-17 Q1-18 CMC Commissions 3rd Rolling Line Q3-18 Q1-19 Q3-19 Q1-20 Q3-20 Q1-21 Q3-21 Q1-22 Q3-22 Q1-23 Q3-23 Shipment Breakdown (Quarterly average in short tons) 500,000 450,000 400,000 350,000 300,000 250,000 200,000 150,000 100,000 50,000 0 Billet Wire MBQ Rebar The Polish government passed a measure to support the housing market by offering first time homebuyers 2% interest rates on mortgage debt. This compares to the current rate of 9%. The legislation is expected to go into effect in July and could provide a meaningful benefit to the Polish construction sector. FY 2013 to Q4 '21 to Q3' 21 Q3 '23 Q3 FY23 Supplemental Slides | June 22, 2023 10
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