Ashtead Group Investor Day Presentation Deck
A LOOKBACK AT PROJECT 2021
DELIVERED A BROAD FOUNDATION TO BUILD UPON
2021 OBJECTIVES
5
1 Investment in existing locations
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Growth through well-understood location expansion strategy
Enter geographies without prior presence
Establish a platform for our Specialty business lines
Strategic drive to advance market clusters
Diversify and broaden end-markets
Capital Markets Day 2021
NORTH AMERICA SUCCESSES
29% of rental revenue growth came from locations in existence in FY16
71% of rental revenue growth driven by greenfield and bolt-ons
(428 locations added during FY17-FY21)
Entered 41 new Designated Market Areas (DMAs)
Established a framework for our 9 Specialty business lines while more than doubling
Specialty rental revenue
58% of rental revenue came from clustered markets in FY21 (vs 21% in FY16)
Reduced our reliance on construction creating larger addressable market in lower
penetrated, less cyclical areas. Success best demonstrated through the COVID-19 period
SUNBELT.
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