CRH (CRH) investor relations material

Deal rationale and strategic fit

• Acquisition accelerates growth strategy and reinforces leadership in North American infrastructure and U.S. aggregates markets, expanding presence in high-growth U.S. regions and MSAs.

• Highly complementary businesses with strong cultural alignment, expanding connected product offerings and deepening relationships with a shared customer base.

• Advances a connected portfolio strategy aligned with infrastructure megatrends such as transportation, water, grid modernization, and electrification.

• Over 265 million tons of annualized aggregates production in the U.S., supporting core materials strategy.

• Over 90% of Arcosa's aggregates are virgin, supporting core materials strategy.

Financial terms and conditions

• All-cash transaction valued at $8.5 billion, or $150 per share, representing a 25% premium to Arcosa’s 60-day VWAP.

• EV/EBITDA multiple of 11.5x based on 2026 guidance and expected synergies.

• Funded with available cash and committed debt; pro forma 2026 net debt/EBITDA ratio of 2.4x, normalizing to 2x within a year post-close.

• Expected to be accretive to earnings, margins, and cash flow within 12 months post-completion.

• Committed to maintaining investment-grade credit rating and disciplined capital allocation.

Synergies and expected cost savings

• $175 million in run-rate cost synergies expected by year three, with $60 million in the first year.

• Synergies to be realized through operational improvements, logistics, procurement, SG&A savings, and network optimization.

• Revenue synergies anticipated in both Engineered Structures and traditional materials businesses.

• Integration and self-supply opportunities to enhance value creation.