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Investor Presentaiton

CAPACITY EXPANSIONS TO SUPPORT DEMAND GROWTH India - Chennai • • • . New 30m m² plant under construction expected to be completed FY20 Leverages our market presence including brand, customer relationships and know how established in Southern India Servicing high growth market with 1.3bn population, country GDP -7% p.a. and one of the lowest plasterboard penetration rates among developing countries Vietnam – Ho Chi Minh Capacity expansion of 17m m² expected to be completed FY20 Upgrading and restarting Ho Chi Minh line 1, currently mothballed Addresses existing supply constraints Supports strong growth, with country GDP -6% p.a. and further penetration and adoption of plasterboard and related products OPERATIONAL COST IMPROVEMENTS INITIATIVES Chennai, India Ho Chi Minh line 1, Vietnam USG BORAL INNOVATION INSPIRED BY YOU." USG BORAL INNOVATION INSPIRED BY YOU." Disciplined project management focus Additional LEAN and 6 Sigma resources Focused plant reliability excellence program Targeted cost reduction capital improvements Continued supply chain excellence focus New focus on SE Asia logistics 77 78
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