Ashtead Group Results Presentation Deck
CANADA TRADING
Underlying Canadian business pure rental revenues declined
only 2% while delivering record profit and margins
▪ Gained share through market outperformance
Established specialty business platform and showing early
results
Lighting, Grip and Studio gaining share and achieving cross
sell wins with broader Sunbelt product lines; best quarter in
'50+ year' history
Canadian building permit values
2019
Market (C$bn)
Market growth
Source: Dodge Data & Analytics (December 2020)
102,864
+3%
2020
17 Full year results ¦ 30 April 2021
95,955 88,297
2021
-7%
-8%
2022
2023
2024
95,971 101,022 104,267
+9%
+5%
+3%
May May Jun Jul
Market growth
Source: IHS Markit (May 2021)
Fleet on rent (excluding William F. White)
Jul
Aug Sep Oct Oct Nov Dec Dec Jan Feb Mar Mar Apr
2019/20
2020/21
2021/22
Canadian rental market forecasts
2019
-1%
2020
-11%
2021
+12%
2022
+8%
2023
+5%
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