Presentation to the analysts and investors - Lafarge
Presentation to the analysts and investors - Lafarge Presentation to the analysts and investors - Lafarge
10 Summary � Macroeconomic forces, primarily financing constraints, are creating significant business uncertainties across our industry. As a result, most producers are curtailing current production and slowing cement capacity additions around the world � Most markets should still show increases in cement consumption in 2009 and 2010 � There might be some local supply-demand imbalances, depending on the speed of implementation of the economic stimulus packages already announced by most governments and on the ability of the cement industry to adjust production to demand � The cement industry already experienced such local imbalances in the past, without Lafarge being severely hurt. The size and geographical spread of our portfolio of assets as well as our successful cement / ReadyMix product differentiation policy of the last years should give Lafarge enough flexibility to mitigate the impacts of these potential local imbalances on our earnings
11 Agenda I. Supply II. Demand III. In what conditions could the current slow down significantly impact our industry? IV. How do we manage the situation?
- Page 1 and 2: Credit: Rudy Ricciotti (Architect)
- Page 3 and 4: 3 Analyst & Investor Days Tuesday,
- Page 5 and 6: Keynote Address Bruno Lafont Chairm
- Page 7 and 8: 7 Orascom Reinforces the Group �
- Page 9: Supply and Demand: Managing in Toda
- Page 13 and 14: 13 World Net Capacities Additions (
- Page 15 and 16: 15 Net Global Cement Supply Evoluti
- Page 17 and 18: 17 Americas and Europe � North Am
- Page 19 and 20: 19 Asia � China � India � Dem
- Page 21 and 22: 21 III - In What Conditions Could t
- Page 23 and 24: 23 Conclusion � Uncertainty is ca
- Page 25 and 26: 25 Orascom - A Major Step for Lafar
- Page 27 and 28: 27 Orascom - A Major Step for Lafar
- Page 29 and 30: 29 Synergies Have Been Implemented
- Page 31 and 32: 31 Synergies Have Been Implemented
- Page 33 and 34: 33 Solid Market Fundamentals 2008 M
- Page 35 and 36: New capacity management 35 4 MT of
- Page 37 and 38: 37 Managing Costs and Margins � I
- Page 39 and 40: 39 Managing Costs and Margins � U
- Page 41 and 42: 41 Aggregates & Concrete Opportunit
- Page 43 and 44: 43 Egypt ReadyMix Developing for th
- Page 45 and 46: Orascom A Major Step for Lafarge Fo
- Page 47 and 48: 47 Cement - Realizing New Potential
- Page 49 and 50: Leading Through Innovation in Ready
- Page 51 and 52: 51 The Rationale for Innovation in
- Page 53 and 54: 53 Boosting Innovation via TURBO
- Page 55 and 56: 55 Innovation Works in all Economic
- Page 57 and 58: 57 Continuous Deployment of Branded
- Page 59 and 60: 59 Pipeline is Also Full of New Pro
11<br />
Agenda<br />
I. Supply<br />
II. Dem<strong>and</strong><br />
III. In what conditions could <strong>the</strong> current slow down<br />
significantly impact our industry?<br />
IV. How do we manage <strong>the</strong> situation?
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