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
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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.