holcim in latin america andreas leu member of the executive committee 2012 holicim ltd

Strength. Performance. Passion.

© 2012 Holcim Ltd

Holcim in Latin America

Andreas Leu, Member of the Executive Committee

© 2012 Holcim Ltd

© 2012 Holcim Ltd

Agenda

Latin America from a Macroeconomic Perspective 3

Holcim in Latin America 16

- A Rich History 16

- A Promising Future 31

Concluding Remarks 40

Investor and Analyst Day 2012 2

© 2012 Holcim Ltd

Mexico

Guatemala Honduras

Costa Rica

El Salvador

Nicaragua

Panama

Ecuador

Colombia

Chile

Peru

Venezuela

Guayanas

Brazil

Argentina

Uruguay

Paraguay

Bolivia

Cuba

Haiti/ Dom.Rep.

Puerto Rico

Jamaica

~8‘000 km

~10‘700 km

Latin America, a large region…

Latin America covers an

area of around 21 Mio km2

Argentina accounts for

roughly 13% of Latin America

in terms of size and is roughly

16% smaller than India

Brazil accounts for roughly

40% of Latin America in

terms of size and is nearly

12% larger than Australia

Investor and Analyst Day 2012 3

© 2012 Holcim Ltd

…with a young and growing population…

40.8 Mio people

196.7 Mio people

114.8 Mio people

17.3 Mio people

29.4 Mio people

46.9 Mio people

Buenos Aires (13.4 Mio)

Bogota (8.5 Mio)

Lima (9.0 Mio)

Mexico D.F. (20.1 Mio)

Rio de Janeiro (11.9 Mio)

Sao Paulo (19.7 Mio)

Santiago (6.0 Mio)

Belo Horizonte (5.4 Mio)

Caracas (5.0 Mio)

Source: : BMI Country Business Forecast 3Q12, United Nations World Urbanization Prospects report (data: 2011)

0

100

200

300

400

500

600

700

2011 2020E

< 25 years old > 25 years old

327 384

268 267

• An increasing number of people

is entering the middle class

• The continued strong youth base

offers future growth

Mio people

Investor and Analyst Day 2012 4