CAPITAL

MARKETS DAY

16 MARCH 2023

AGENDA

09:00

Start

Overview

01

Roland van Wijnen | CEO

15 mins

South Africa & Botswana

02

Mokate Ramafoko | MD Industrial and Innovation &

Dave Miles | Head of Materials Business

30min & 15 min Q&A

Zimbabwe

03

Chrissie Moloseni | Non-executive director PPC Zimbabwe

20min & 10 min Q&A

10:30-11:00

Break

04

05

06

07

Rwanda (CIMERWA)

Albert Sigei | Former CEO CIMERWA 20min & 10 min Q&A

Decarbonisation

Delon Perumal | Head of Operations 10min & 5 min Q&A

Financial lens

Brenda Berlin | CFO 30min & 15 min Q&A

Closing & looking forward

Roland van Wijnen | CEO 15min & 15 min Q&A

13:00-14:00

Lunch

2

OVERVIEW 01

Roland van Wijnen | CEO

OVERVIEW

Purpose led and performance driven

PPC's purpose is to empower people to experience a better quality of life

Capital provided

Purpose and corporate social

responsibility

customer people Process excellence

Governance and compliance

Financial

performance

Capital Markets Day 16 March 2023 4

OVERVIEW

Key considerations

Legacy issues behind us

  • Deleveraging substantially complete
  • Southern Africa focus
  • Legacy issues in DRC resolved - no further claims or recourse
  • Significantly improved governance

Volume versus price challenges in SA continue

  • Price increase lower than required, but still implemented
  • PPC's goal is to maintain rather than grow SA cement market share
  • Margin pressure as input cost inflation remains high
  • SA government role not positive yet - spend, import tariffs, SOE performance

Capital allocation and returns

  • Returns on SA investments not fully optimised at current margins
  • Sound cash flow outside South Africa repatriated consistently
  • No funding required for Rwanda and Zimbabwe from South Africa
  • All decarbonisation projects are value accretive

Culture and team

  • Depth in the teams across all jurisdictions
  • Performance driven culture

South Africa Cash allocation

Cash used for

Sound balance sheet shifts

deleveraging to distributions

deleveraging

to shareholders*

2019 - 2022

2023 - 2025

Capex

Debt repayment

Shareholder returns

Capital Markets Day 16 March 2023 5

Attachments

  • Original Link
  • Original Document
  • Permalink

Disclaimer

PPC Ltd. published this content on 16 March 2023 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 16 March 2023 05:52:00 UTC.