LafargeHolcim 2019 Corporate Presentation

1. NEUE TITEL SLIDE, CROP NICHT IDEAL
--- ZU GROSSER GRÜNER BALKEN
LafargeHolcim
The global leader in building materials and solutions

2. © 2019 – LafargeHolcim at a glance 2
Four business segments: Cement, Aggregates,
Ready-Mix Concrete and Solutions & Products.
The global
leader in
building
materials
and
solutions

3. © 2019 – LafargeHolcim at a glance 3
Demand is driven by population growth,
urbanization, improved living standards and
sustainable construction.
A growing
CHF 2.5
trillion
building
materials
market

4. © 2019 – LafargeHolcim at a glance 4
Largest
footprint in
the
industry
Around 75,000 people work for LafargeHolcim in
around 80 countries with a balanced portfolio
between developing and mature markets.

5. Facts and figures
Listed on SIX and
Euronext
~75,000
employees
~80
countries
~2,300
operating sites
27.5
billion CHF net sales
All figures Full Year 2018
Facts and figures
© 2019 – LafargeHolcim at a glance 5

6. Largest footprint in
the industry
All figures Full Year 2018; figures for operating sites include joint ventures
Middle
East
Africa
11,856
employees
239
operating
sites
CHF 3,080m
net sales
Europe
20,222
employees
905
operating
sites
CHF 7,554m
net sales
Latin
America
8,956
employees
143
operating
sites
CHF 2,731m
net sales
North
America
12,892
employees
561
operating
sites
CHF 5,875m
net sales
Asia
Pacific
21,979
employees
533
operating
sites
CHF 7,446m
net sales
© 2019 – LafargeHolcim at a glance
Cement plant Grinding plant
6

7. 7
Five megatrends shaping the industry
Population growth and changing demographics
Population expected to grow 22% by
2050 from 7.6 billion to 9.7 billion
Urbanization and megacities
Approx. 2.5 billion more people are
expected to live in cities by 2050
Higher living standards
Need for better and more efficient
infrastructure
Digitalization
Transforming the value chain of
building materials
Increasing demand for sustainable construction Reduction of carbon footprint
Source: UN (World Population Prospects Population) 2017; UN (Urbanisation 2017); PWC
© 2019 – LafargeHolcim at a glance 7

8. Four business segments
All figures Full Year 2018
Cement
45,194
employees
221.9
million tonnes
sales volume
270
operating sites
Aggregates
9,639
employees
273.8
million tonnes
sales volume
663
operating sites
Ready-Mix
Concrete
12,800
employees
50.9
million m3
sales volume
1,448
operating sites
Solutions &
Products
• Precast concrete
• Asphalt
• Paving
• Dry mortars
• Contracting &
services
2.4
billion CHF
net sales
© 2019 – LafargeHolcim at a glance 8

9. Cement
From classic masonry cements to high-performance products tailored
for specialized settings, we offer an extensive range of cements and
hydraulic binders.
221.9 million tonnes
45,194 employees
270 operating sites
© 2019 – LafargeHolcim at a glance 9
All figures Full Year 2018

10. © 2018 – LafargeHolcim at a glance
Aggregates
We offer aggregates that serve as raw materials for concrete,
masonry and asphalt, as well as the foundations for buildings,
roads and landfills.
273.8 million tonnes
9,639 employees
663 operating sites
© 2019 – LafargeHolcim at a glance 10
All figures Full Year 2018

11. Ready-Mix Concrete
We deliver a wide range of high-performance, high-quality ready-
mix concrete, flexibly and reliably.
.
50.9 million m3
12,800 employees
1,448 operating sites
© 2019 – LafargeHolcim at a glance 11
All figures Full Year 2018

12. Solutions & Products
The Solutions & Products segment bundles offers such as dry mortar,
precast concrete, asphalt, paving and services that deliver targeted
solutions for our customers’ specific needs.
2.4 CHF bn in net sales
Innovative solutions and products
for projects ranging from small
scale refurbishments to new
builds and large infrastructure
projects
© 2019 – LafargeHolcim at a glance 12
All figures Full Year 2018

13. Answering sectoral needs with specific solutions
Individual
housing
Collective
housing
Industrial &
Commercial
Affordable
housing
Retail E-commerce
& services
Mining Transport Roads Energy Oil & Gas
Distribution
Building &
affordable housing
Distribution & retail
Infrastructure
© 2019 – LafargeHolcim at a glance
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13

14. Major infrastructure partner
LafargeHolcim is a reliable global partner for major infrastructure
projects such as roads, mines, ports, dams, data centers,
stadiums, wind farms and electric power plants. With an
unparalleled geographical footprint, LafargeHolcim is able to
deliver in the most remote areas of the globe.
Sector experts who know
clients and their needs
A partnership approach
on a global scale
World-class excellence
in project execution
© 2019 – LafargeHolcim at a glance 14

15. Making builders’ lives easier
LafargeHolcim’s solutions are designed to help home builders,
masons, and contractors deliver high quality buildings and meet their
daily challenges: getting the job done quicker, at the best cost, and
with the smartest use of resources and the highest environmental
performance.
Solutions that allow
builders to gain time and
maximize space
Materials and techniques
that are more friendly to
the environment
Affordable housing that can
be passed from one
generation to the next
© 2019 – LafargeHolcim at a glance
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15

16. Close to our customers
We innovate for customers working at every level. Masons and
individual homebuilders need materials and solutions close to where
they live and work. We developed local retail networks in emerging
markets, such as Disensa in Latin America and Binastore in Middle
East Africa. E-commerce & services are also increasingly offered for
customers to obtain the best building materials.
E-commerce channels
provide easier access to
our solutions
Retail franchise networks
for smaller contractors and
self-builders
Optimized logistics to deliver
the materials when and
where they’re needed
© 2019 – LafargeHolcim at a glance 16

17. Gotthard tunnel
Switzerland
Supporting vital infrastructure
around the world
A14 carriageway
in Cambridge
United Kingdom
One Belt One Road
project
• 400,000 tonnes of cement
• 1.3 million m3 of custom concrete
• 100% recycled aggregates
• Optimized pavement proposal
• Technical support in asphalt and cement treated layers
• Onsite services to secure construction schedules
• 30 projects in 8 countries in Europe, Africa and Asia
• Global partnership with leading Chinese contractors
(CCCC, PowerChina)
• Roads, rail, airports
© 2019 – LafargeHolcim at a glance 17

18. One World Trade Center
New York, NY
Sustainable cities and iconic buildings
Central Bank of Iraq
Baghdad, Iraq
Elbphilharmonie
Hamburg, Germany
• 65,000 tonnes cement, more than
half of which use recycled materials
• 150,000m3 concrete
• Exclusive supply of RMX
(expected total 148,000 m3)
• 150,000m3 concrete
• 30 custom concrete mixes
© 2019 – LafargeHolcim at a glance 18

19. Brands of
LafargeHolcim
Selected global product brands
Global market brands
© 2019 – LafargeHolcim at a glance 19
Selected local market brands

20. Strategy 2022 – “Building for Growth”
Growth Simplification &
Performance
Financial
Strength
Vision
& People
© 2019 – LafargeHolcim at a glance 20
2022 targets
3-5% >5% >40% >8%
Net Sales Growth Recurring EBITDA Free Cash Flow Return on
Growth to Recurring EBITDA Inv. Capital

21. Innovation
With over 300 researchers working for LafargeHolcim and together
with partners throughout our ecosystem, we aim to find and leverage
innovations along our entire value chain, from processes to products,
from quarry to worksite. In 2018 we launched 94 new products and
filed 13 new patent applications.
>300Researchers working within LafargeHolcim
© 2019 – LafargeHolcim at a glance 21
94new products launched &13 patents filed in 2018

22. Taking the next steps through
digitalization
Digitalization changes our entire value chain, from quarry to
construction site. Our “plant of tomorrow” initiative aims to improve
production across a global network of over 270 integrated cement
plants and grinding stations in more than 50 countries, employing
robotics, artificial intelligence, predictive maintenance and other
cutting-edge techniques. It is the largest deployment of Industry 4.0
technologies in our industry.
© 2019 – LafargeHolcim at a glance
User-centric
Data-driven
22

23. Industry leadership in sustainability
© 2019 – LafargeHolcim at a glance 23
Climate and energy
In 2018 we reduced net CO2 emissions per tonne of cement by
25 percent compared to the 1990 baseline.
Circular economy
We reused 52 million tonnes of waste in our operations in 2018,
making us one of the world’s largest waste solutions companies.
Environment
Our freshwater withdrawal per tonne of cement in 2018 was 19 percent
lower than in 2015.
Community
We reached an additional three million people with our community
investments in 2018.

24. Increased energy
efficiency
Clinker
substitution
Waste-derived
fuels
Low carbon
construction
Innovation
To further reduce carbon
intensity, LafargeHolcim
applies a range of levers:
LafargeHolcim is one of the most carbon-efficient cement
companies in the world
Since 1990, the company has
reduced net carbon emissions
per tonne of cement by
25%*
2030 ambition to reduce net CO2 emissions to
520kg per tonne of cementitious material –
the most ambitious target in our sector
Globally focused on carbon reduction
24© 2019 – LafargeHolcim at a glance
*Equivalent to >40m tonnes CO2 avoided in 2018 compared to 1990 performance levels

25. Focused on waste
We are one of the world’s largest waste solutions companies.
We co-process industrial, municipal and agricultural waste using the
high temperatures of cement kilns to recover energy while safely
recycling the waste.
In 2018 we co-processed:
52 million tonnes of waste
11 million tonnes as fuel and
materials in our kilns
2 million tonnes of which was
plastic waste
© 2019 – LafargeHolcim at a glance 25

26. Created in 2003
Entries received 20,000
Prizes conferred 250
© 2019 – LafargeHolcim at a glance 26
We promote sustainable construction through our LafargeHolcim Foundation
for Sustainable Construction, reaching out to stakeholders along the value
chain of the building materials industry, including the next generation of
decision makers. Flagship of our Foundation is the world’s most significant
competition for sustainable design: The LafargeHolcim Awards.

27. Acting with integrity
With a strong culture of integrity and trust LafargeHolcim acts responsibly and all
employees are committed to the highest ethical standards of business practice.
• Embedded compliance culture
• Comprehensive sanctions policies and procedures
• Vigilant country-specific risk assessments
• Enhanced restricted party screening
• Dedicated committee at Board level (Ethics, Integrity, and Risk Committee)
© 2019 – LafargeHolcim at a glance 27

28. Onsite Fatality
Elimination Today
Zero Harm
Culture
Systems &
Processes
Control
of Health Risks
Road Fatality
Reduction
Contractor Partnerships
Targeting a zero harm culture
© 2019 – LafargeHolcim at a glance 28
In 2018:
• On-site fatalities were 82% lower than in 2017
• Lost time injury frequency rate was 13% lower than in 2017

29. © 2019 – LafargeHolcim at a glance
* Group Executive Committee
29
Leadership team
J. Jenisch
CEO*
M. Kriegner
ASIA*
G. Picaud
CFO*
M. Cobuz
EUROPE*
O. Osswald
LATIN
AMERICA*
M. Gutovic
MEA*
R. Thibault
NORTH
AMERICA*
M. Anderson
HEALTH &
SAFETY
X. Blondot
TRADING
K. Carr
LEGAL &
COMPLIANCE*
J. Diebold
SUSTAINABILITY
F. González
Muñoz
HR*
CHINA
M. Lo B. Eitel
COMMUNICATION
P. Leutiger
DIGITAL PROCUREMENT
J.P. Benard
BUSINESS
EXCELLENCE
J. Hofmann

30. © 2019 – LafargeHolcim at a glance
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2018 Performance
Progressing towards Strategy 2022 targets
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1) Variance on a like-for-like basis
2) Variance calculated on 2017 Recurring EBITDA restated for the inclusion of the Group share of net income of Huaxin (CHF 126 million in FY 2017)
3) EPS LH Group share before impairment and divestments
Net Sales
+11.9%+3.6%1)
+5.1%1)
+1,703 m
Recurring
EBITDA 2) EPS 3) Free cash flow
CHF 27,466 m CHF 6,016 m CHF 2.63 per share Cash conversion 28%
CHF

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