Investor Presentaiton

3 Large Market Opportunity with Strong Tailwinds and Demand Drivers ORION Favorable drivers across business segments include the Infrastructure & Jobs Act, with a regional focus in rapidly growing regions and other key developments Orion's Core Markets (1) Marine Market Vertical Construction Market ~$11 billion Addressable market ~$20 billion Addressable market ROA Marine Growth Drivers U.S. Navy expansion in the Pacific Port expansion and maintenance (as a result of Panama Canal expansion) Bridges and dredging (aging infrastructure and reoccurring maintenance) Downstream energy (LNG and renewables) Coastal rehabilitation (increased disaster recovery from regional weather events, environmental remediation and sea level rise) Concrete Growth Drivers Rapidly growing Texas market (strong population growth) Distribution center expansion in Texas Economic growth and expansion (leading job growth rates in Texas) Industrial developments (trends of on-shoring and manufacturing growth) Civil and public construction (aging infrastructure and reoccurring maintenance) Additional upside from the federal infrastructure bill, which is not included in current market growth estimates, is expected to significantly boost spending in Orion's core markets $1.2 trillion Infrastructure Investment and Jobs Act Source: IBIS. (1) Marine market is inclusive of: U.S. Marine Construction, Conservation & Development Construction, Harbor & Port Facilities and Port Expansion, Maintenance and Dredging markets. Concrete market is inclusive of: TX Commercial Building Construction and Industrial Building Construction markets. 8

View entire presentation