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PowerPoint Presentation · 2018-04-21 · PowerPoint Presentation Author: mark walker Created Date: 3/28/2018 1:03:32 PM

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Page 1: PowerPoint Presentation · 2018-04-21 · PowerPoint Presentation Author: mark walker Created Date: 3/28/2018 1:03:32 PM
Page 2: PowerPoint Presentation · 2018-04-21 · PowerPoint Presentation Author: mark walker Created Date: 3/28/2018 1:03:32 PM

Page 3: PowerPoint Presentation · 2018-04-21 · PowerPoint Presentation Author: mark walker Created Date: 3/28/2018 1:03:32 PM
Page 4: PowerPoint Presentation · 2018-04-21 · PowerPoint Presentation Author: mark walker Created Date: 3/28/2018 1:03:32 PM

Page 5: PowerPoint Presentation · 2018-04-21 · PowerPoint Presentation Author: mark walker Created Date: 3/28/2018 1:03:32 PM
Page 6: PowerPoint Presentation · 2018-04-21 · PowerPoint Presentation Author: mark walker Created Date: 3/28/2018 1:03:32 PM
Page 7: PowerPoint Presentation · 2018-04-21 · PowerPoint Presentation Author: mark walker Created Date: 3/28/2018 1:03:32 PM

Page 8: PowerPoint Presentation · 2018-04-21 · PowerPoint Presentation Author: mark walker Created Date: 3/28/2018 1:03:32 PM

0

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40

60

80

100

120

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0

500

1,000

1,500

2,000

2,500

3,000

3,500

4,000

4,500

2010 2011 2012 2013 2014 2015 2016E 2017F 2018F

Australasia Central America Central Europe Eastern Europe

Indian Sub-continent Middle East North Africa North America

North Asia South America South Asia Sub-Saharan Africa

Western Europe Sub-Saharan Africa (RH scale)

Page 9: PowerPoint Presentation · 2018-04-21 · PowerPoint Presentation Author: mark walker Created Date: 3/28/2018 1:03:32 PM

0

10

20

30

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60

70

2012 2013 2014 2015 2016 2017E 2018F

Cameroon Congo Ethiopia Ghana Nigeria

Senegal Sierra Leone South Africa Tanzania Zambia

Cem

ent

con

sum

pti

on

(M

t)

Page 10: PowerPoint Presentation · 2018-04-21 · PowerPoint Presentation Author: mark walker Created Date: 3/28/2018 1:03:32 PM

Page 11: PowerPoint Presentation · 2018-04-21 · PowerPoint Presentation Author: mark walker Created Date: 3/28/2018 1:03:32 PM
Page 12: PowerPoint Presentation · 2018-04-21 · PowerPoint Presentation Author: mark walker Created Date: 3/28/2018 1:03:32 PM

Page 13: PowerPoint Presentation · 2018-04-21 · PowerPoint Presentation Author: mark walker Created Date: 3/28/2018 1:03:32 PM
Page 14: PowerPoint Presentation · 2018-04-21 · PowerPoint Presentation Author: mark walker Created Date: 3/28/2018 1:03:32 PM
Page 15: PowerPoint Presentation · 2018-04-21 · PowerPoint Presentation Author: mark walker Created Date: 3/28/2018 1:03:32 PM
Page 16: PowerPoint Presentation · 2018-04-21 · PowerPoint Presentation Author: mark walker Created Date: 3/28/2018 1:03:32 PM

• ₦

• ₦

₦ ₦

₦ ₦

Page 17: PowerPoint Presentation · 2018-04-21 · PowerPoint Presentation Author: mark walker Created Date: 3/28/2018 1:03:32 PM

₦ ₦ ₦ ₦ ₦ ₦

₦ ₦ ₦ ₦ ₦ ₦

Page 18: PowerPoint Presentation · 2018-04-21 · PowerPoint Presentation Author: mark walker Created Date: 3/28/2018 1:03:32 PM

₦ ₦

Page 19: PowerPoint Presentation · 2018-04-21 · PowerPoint Presentation Author: mark walker Created Date: 3/28/2018 1:03:32 PM

₦₦ ₦

₦₦ ₦

Page 20: PowerPoint Presentation · 2018-04-21 · PowerPoint Presentation Author: mark walker Created Date: 3/28/2018 1:03:32 PM

₦B

Page 21: PowerPoint Presentation · 2018-04-21 · PowerPoint Presentation Author: mark walker Created Date: 3/28/2018 1:03:32 PM

₦ ₦ ₦

Page 22: PowerPoint Presentation · 2018-04-21 · PowerPoint Presentation Author: mark walker Created Date: 3/28/2018 1:03:32 PM

₦ ₦

Page 23: PowerPoint Presentation · 2018-04-21 · PowerPoint Presentation Author: mark walker Created Date: 3/28/2018 1:03:32 PM

Page 24: PowerPoint Presentation · 2018-04-21 · PowerPoint Presentation Author: mark walker Created Date: 3/28/2018 1:03:32 PM

₦ 19,780

₦ 23,743

₦ 25,738

₦ 28,192

₦ 37,817

₦ 40,412

₦ 45,070 ₦ 44,960 ₦ 44,023

₦ 12,060

₦ 14,674 ₦ 13,729

₦ 12,407₦ 24,859

₦ 26,175

₦ 29,630₦ 28,972

₦ 29,176

2,500

3,000

3,500

4,000

4,500

5,000

₦ 0

₦ 5,000

₦ 10,000

₦ 15,000

₦ 20,000

₦ 25,000

₦ 30,000

₦ 35,000

₦ 40,000

₦ 45,000

₦ 50,000

Q4 2015 Q1 2016 Q2 2016 Q3 2016 Q4 2016 Q1 2017 Q2 2017 Q3 2017 Q4 2017

Revenue per tonne EBITDA per tonne* Volume ('000 tonnes)

61.8% 53.3%44.0%

65.7%

64.8%

61.0%

65.7%

64.4% 66.3%

Page 25: PowerPoint Presentation · 2018-04-21 · PowerPoint Presentation Author: mark walker Created Date: 3/28/2018 1:03:32 PM

Page 26: PowerPoint Presentation · 2018-04-21 · PowerPoint Presentation Author: mark walker Created Date: 3/28/2018 1:03:32 PM
Page 27: PowerPoint Presentation · 2018-04-21 · PowerPoint Presentation Author: mark walker Created Date: 3/28/2018 1:03:32 PM
Page 28: PowerPoint Presentation · 2018-04-21 · PowerPoint Presentation Author: mark walker Created Date: 3/28/2018 1:03:32 PM
Page 29: PowerPoint Presentation · 2018-04-21 · PowerPoint Presentation Author: mark walker Created Date: 3/28/2018 1:03:32 PM

• ₦

Page 30: PowerPoint Presentation · 2018-04-21 · PowerPoint Presentation Author: mark walker Created Date: 3/28/2018 1:03:32 PM

Cameroon Congo Ethiopia

Page 31: PowerPoint Presentation · 2018-04-21 · PowerPoint Presentation Author: mark walker Created Date: 3/28/2018 1:03:32 PM

Ghana Senegal Sierra Leone

Page 32: PowerPoint Presentation · 2018-04-21 · PowerPoint Presentation Author: mark walker Created Date: 3/28/2018 1:03:32 PM

South Africa Tanzania Zambia

Page 33: PowerPoint Presentation · 2018-04-21 · PowerPoint Presentation Author: mark walker Created Date: 3/28/2018 1:03:32 PM
Page 34: PowerPoint Presentation · 2018-04-21 · PowerPoint Presentation Author: mark walker Created Date: 3/28/2018 1:03:32 PM

Page 35: PowerPoint Presentation · 2018-04-21 · PowerPoint Presentation Author: mark walker Created Date: 3/28/2018 1:03:32 PM

0

5

10

15

20

25

1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017

Manufactured Imported

Page 36: PowerPoint Presentation · 2018-04-21 · PowerPoint Presentation Author: mark walker Created Date: 3/28/2018 1:03:32 PM
Page 37: PowerPoint Presentation · 2018-04-21 · PowerPoint Presentation Author: mark walker Created Date: 3/28/2018 1:03:32 PM
Page 38: PowerPoint Presentation · 2018-04-21 · PowerPoint Presentation Author: mark walker Created Date: 3/28/2018 1:03:32 PM