Investor Presentaiton
October 12, 2021
DALTILE: SNAPSHOT
GBM
Daltile
.
•
daltileⓇ
Daltile is a ceramic producer with over 55 years of experience in the ceramic tile manufacturing
business. In 2002, the company was acquired by Mohawk Industries, the most important player in the
floor covering industry worldwide. Together, they produce almost 700 million m² of covering products
annually.
Daltile sales represent -5% of Mohawk Industries' revenues. It has a production capacity of ~45
million m² per year in Mexico and, despite it holds a large share of the domestic market, it also serves
the United States via exports.
Mohawk Industries
MOHAWK
INDUSTRIES, INC.
Mohawk Industries is the largest flooring and ceramic producer in the world and has built leading market
positions in North America, Europe, Russia, Brazil, Australia, and New Zealand. It commercializes its
products in more than 170 countries around the world.
2020 Sales by Geography
•
In MXN terms, Daltile has a market share of -13%, according to our estimates.
Daltile sales as a % of its peers
55%
35%
90%
16%
26%
58%
United States
Europe
Other
LAMOSA
INTERCERAMIC
VITROMEX
daltile
Brands
AMERICAN OLEAN
PROVEN IN TILE"
Optima
Daltile aims to be distributed by
companies like The Home Depot.
American Olean is exclusively
distributed by Lowe's.
Optima is a best value flooring
and wall brand.
Source: Company data
2020 Sales by Segment
26%
38%
O
36%
Mohawk Ceramic Brands
Flooring North America
Global Ceramic
Flooring Rest of the World
E EMILGROUP MARAZZI daltile®
ceramica
POLCOLORIT
AMERICAN OLEAN
PROVEN IN TILE"
eliane RAGNO
ARTFULLY REIMAGINED
GROUP
LAMOSA/CERAMIC: THE ROAD TO GROWTH IS PAVED WITH TILES. | 59View entire presentation