Investor Presentaiton
First Year Progress
We celebrated our one year anniversary as a public company on November 1st and remain encouraged by our
progress and focused on the future
Building our new Arcosa culture
✓ Entrepreneurial and growth-minded
Executing on our Stage 1 Priorities
Grow
Construction
Products
Transportation
Products
✓ Acquired ACG Materials + 3 additional
complementary acquisitions to expand regional
footprint
✓ Grew Adjusted Segment EBITDA margins from 10%
in 2018 to 15% in LTM 2019
✓ Turning focus to growth in adjacent product lines
✓ Ramped up barge facilities to grow revenue ~80% in
2019, with healthy backlog headed into 2020
✓ Focused on integrating ESG
initiatives into our long-term strategy
Improve
Energy
Equipment
margins
✓ Performance accountability
Expand
✓ "We win together"
See Adjusted Segment EBITDA reconciliation in Appendix.
10
/ Moving Infrastructure Forward - Investor Presentation, November 2019
Operate a flat
corporate
structure
✓ Streamlined corporate structure to reduce layers
ARCOSAView entire presentation