Grupo Argos (GRUPOARGOS) Corporate presentation summary

Portfolio and operating scale

• Cement footprint: 7 plants, 14.4 MTPA grinding capacity; 31% stake in Summit Materials, the fourth-largest US cement producer and sixth-largest aggregates producer.

• Infrastructure platforms span 2.0 GW of generation capacity, over 75% renewable; 47,000 km of distribution networks; 1.3m energy customers; road, airport and real estate assets.

• Cement operations have direct presence in 16 countries, with ~50% of revenues in USD; #1 cement and ready-mix concrete producer in Colombia, with ~35% market share.

Portfolio reshaping

• Infrastructure grew from 56% to 70% of portfolio value following the Nutresa divestment and Summit Materials transaction; portfolio value rose COP 2.8tn over the prior year.

• Nutresa framework agreement closed; liquidation of Sociedad Portafolio was expected to deliver 13.7m Grupo Sura treasury shares and economic rights to 10.3m additional shares.

• Share swap generated a COP 2.6tn net gain in consolidated ERI and COP 1.4tn in separate ERI; S&P Global and Fitch confirmed AAA ratings after the transaction.

• Infrastructure asset-management consolidation aims to create a regional leader seeking global capital; Argos USA and Summit Materials combination makes Cementos Argos the leading company's main shareholder.

Infrastructure platforms

• Energy platform includes generation, transmission and distribution, commercialization, and asset management; Celsia reported 1,486 MW installed capacity and 1.3m clients.

• Odinsa's road and airport platforms, each 50% owned with Macquarie Asset Management, reported 105k average daily road traffic and 46m airport passengers LTM.

• Colombian private-initiative pipeline exceeds US$6bn, spanning El Dorado airport expansion, a new Cartagena airport, tunnels, roads and regional connectivity projects.