Ashtead Group Investor Day Presentation Deck

SPECIALTY MARKET SIZING, RENTAL PENETRATION & SHARE REVENUE WILL GROW BY $1B IN 3.0 WITH AMPLE OPPORTUNITY BEYOND CURRENT, PROJECTED AND ILLUSTRATIVE RENTAL BY BUSINESS LINE, $M FY21 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 H!! 0 200 600 ¹ Market size and rental penetration levels indicated herein validated by Verify Markets 2 Scaffold Services rental penetration not meaningful 44 Capital Markets Day 2021 1000 1400 1800 2200 RENTAL PENETRATION¹ Now 5% 6% nm² 25% 2% 27% 7% 35% 32% Future MARKET SHARE 45% 40% Now 15% 13% 20% 20% 15% 25% nm² 11% 25% 35% 5% 20% 20% 45% 25% 40% 4% 20% 20% 5% 10% Future 5% 6% 10% 15% 10% Current rental penetration for all of Specialty ~$2.4B Specialty revenue in FY24 $6B+ Revenue potential at more mature rental penetration levels and market share gains SUNBELT. RENTALS

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