Presentation to the analysts and investors - Lafarge
Presentation to the analysts and investors - Lafarge Presentation to the analysts and investors - Lafarge
18 MENA and Sub-Saharan Africa � MENA + Turkey � Demand growth rates among the highest � Capacity additions to cope with demand growth in most markets � Imbalances in Turkey � Trading, a key lever for Lafarge � Sub-Saharan Africa � Strong growth continues � No delays in Lafarge’s investment plans
19 Asia � China � India � Demand resilient, supported by stimulus package and lower interest rates � End of overheating is favorable � Uneconomic capacity closures accelerate � Large demand in Sichuan � Lafarge accelerates its investment program � Significant over-capacity, mainly focused in the Center and the North West, mostly landlocked � Lafarge, located in the East, continues its investment program � South-East Asia � Modest growth and continued surpluses, similar to past downturns
- 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 and 10: Supply and Demand: Managing in Toda
- Page 11 and 12: 11 Agenda I. Supply II. Demand III.
- Page 13 and 14: 13 World Net Capacities Additions (
- Page 15 and 16: 15 Net Global Cement Supply Evoluti
- Page 17: 17 Americas and Europe � North Am
- 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
- Page 61 and 62: Capital Expenditures Jean Carlos AN
- Page 63 and 64: 63 Overview of Group’s 2009 Capex
- Page 65 and 66: 65 Cement Internal Development Plan
- Page 67 and 68: 67 Cement Internal Development Plan
19<br />
Asia<br />
� China<br />
� India<br />
� Dem<strong>and</strong> resilient, supported by stimulus package<br />
<strong>and</strong> lower interest rates<br />
� End of overheating is favorable<br />
� Uneconomic capacity closures accelerate<br />
� Large dem<strong>and</strong> in Sichuan<br />
� <strong>Lafarge</strong> accelerates its investment program<br />
� Significant over-capacity, mainly focused in <strong>the</strong> Center<br />
<strong>and</strong> <strong>the</strong> North West, mostly l<strong>and</strong>locked<br />
� <strong>Lafarge</strong>, located in <strong>the</strong> East, continues its investment program<br />
� South-East Asia<br />
� Modest growth <strong>and</strong> continued surpluses, similar <strong>to</strong> past downturns
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