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  • REGION ASIA/PACIFIC HEINZ GISEL REGIONAL MANAGER ASIA/PACIFIC SIKA CAPITAL MARKETS DAY 2016

  • NET SALES ASIA/PACIFIC STRONG PERFORMANCE, CHINA SLOWED DOWN GROWTH IN 2015

    838

    932

    974

    1,040 1,017

    800

    850

    900

    950

    1'000

    1'050

    1'100

    11 12 13 14 15 16FC

    In CHF mn Growth in percent in LC

    +6.6% +12.7% +12.9% +2.1% +4.6% (HY 2016)

    2

  • ASIA/PACIFIC ACCELERATED BUILD-UP OF PRESENCE

  • Source: UN data, OICA, IEA 4

    ASIA A HUGE MARKET WITH LARGE GROWTH POTENTIAL

    650 million PEOPLE LIVE IN SOUTHEAST ASIA

    47% OF PEOPLE LIVING IN URBAN AREAS , INCREASING TO >60% BY 2050

    60% OF THE WORLDS TOTAL POPULATION LIVES IN ASIA

    16 OF WORLDS TOP 29 MEGA CITIES IN ASIA

    ASIA SOUTHEAST ASIA

  • 0

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    Cambodia Indonesia Malaysia Myanmar Philippines Singapore Thailand Vietnam

    GDP (expenditure), real growth % 20162017

    Source : IMA Asia and Worldbank 5

    GDP DEVELOPMENT OF SOUTHEAST ASIA

  • 6

    COUNTRIES WITH THE GREATEST POTENTIAL INCREASED INFRASTRUCTURE SPENDING

    Population: 260 million (4th largest population)

    Longest distance: 5,300 km (from East to West)

    GDP growth: 5.3% (2016) and 6.3% (2017)

    Reforms are gaining momentum

    Strong capital inflows expected with growth in manufacturing sector

    Total construction will be buoyed by residential and infrastructure construction

    Population: 103 million (12th largest population)

    Longest distance: 1,900 km (from North to South)

    GDP growth: 6.3% (2016) and 6.0% (2017)

    Strong growth outlook has fuelled a surge in capital inflows

    Commitment by new government to spend 5% of GDP on infrastructure

    Growth in building permits and increased activity in non-residential and infrastructure spending

    INDONESIA PHILIPPINES

  • 7

    COUNTRIES WITH THE GREATEST POTENTIAL INVESTMENTS IN ALL SECTORS

    Population: 70 million (top 20)

    Longest distance: 1,700 km (from North to South)

    GDP growth: 3.3% (2016) and 3.8% (2017)

    Strong growth outlook with governments heavy spending on public infrastructure master plan

    Private sector to receive a boost including mass rapid transit lines, motorways, renewable energy power plant, seaports, airport expansion, etc.

    Positive private investments, mostly in residential buildings

    Population: 95 million (top 20)

    Longest distance: 1,700 km (from North to South)

    GDP growth: 5.6% (2016) and 6.1% (2017)

    Rising wealth resulting in a surge in residential sector

    Development of refinery and petrochemical complex

    Strong growth in manufacturing sector

    THAILAND VIETNAM

  • SOUTHEAST ASIA ACCELERATED BUILD-UP OF PRESENCE

  • 9

    SOUTHEAST ASIA KEY INITIATIVES & ACTIONS

    Strengthen the manufacturing footprint

    Open a national subsidiary in Myanmar

    Open a regional manufacturing facility for polymers in Vietnam

    Open a Regional Technology Center for mortar products in Singapore

    Engage architects, engineers and key customers in technical seminars and training sessions

  • 10

    STRONG MANAGEMENT TEAMS EXPANSION BASED ON LONG EXPERIENCE AND KNOW-HOW

    Local management averages

    13 years of service with Sika

    50 average hours of training annually per management team member

  • KEY INVESTMENTS

  • New plants 2012-2015:

    4th plant Australia (Melbourne, June 2012)

    6th plant Japan (Shunan, June 2012)

    1st plant Mongolia (Ulaanbaatar, December 2012)

    11th plant China (Chongqing, August 2013)

    2nd plant Vietnam (Hanoi, September 2013)

    5th plant Australia (Adelaide, December 2013)

    2nd plant Indonesia (Surabaya, May 2014)

    3rd plant Malaysia (Ipoh, May 2014)

    6th plant India (Jhagadia, June 2014)

    2nd plant Singapore (Singapore, October 2014)

    1st plant Sri Lanka (Ekala, March 2015)

    8th plant Japan (Osaka, July 2015)

    KEY INVESTMENTS ACCELERATED BUILD-UP OF MANUFACTURING FOOTPRINT

  • 1st plant in Cambodia

    Production of concrete admixtures

    Sika is tapping into the potential in Cambodia's

    booming construction industry, which grew by

    20% in 2015

    Increased investments in construction sector as

    the younger generation is growing and moving

    to the cities

    CONTINUED EXECUTION OF SUPPLY CHAIN EXPANSION PHNOM PENH, CAMBODIA - FEBRUARY 2016

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  • 1st plant in Myanmar

    Production of concrete admixtures

    Sika is the first construction chemicals supplier

    to manufacture locally in Myanmar

    Customers benefit from short production and

    delivery times, as well as concrete admixture

    compositions that are tailored to the local raw

    materials

    CONTINUED EXECUTION OF SUPPLY CHAIN EXPANSION YANGON, MYANMAR - FEBRUARY 2016

    14

  • 2nd plant in Thailand

    One of Sikas biggest factories in Southeast Asia

    production capacity of 100,000 tons of

    mortars and 65,000 tons of concrete

    admixtures

    Will meet the needs of Thailands booming

    construction market and expand local product

    portfolio

    CONTINUED EXECUTION OF SUPPLY CHAIN EXPANSION SARABURI, THAILAND - JUNE 2016

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  • Increased capacities for concrete admixtures

    and synthetic fibers

    The facility combines two existing plants and

    three regional warehouses that had reached

    the limit of their capacity

    By developing and expanding the product

    portfolio, Sika is responding to the strong

    demand from customers in Western Australia

    CONTINUED EXECUTION OF SUPPLY CHAIN EXPANSION PERTH, AUSTRALIA - JULY 2016

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  • New national subsidiaries since 2012:

    2012

    Mongolia

    2014

    Sri Lanka

    2015

    Myanmar

    KEY INVESTMENTS EXPANSION WITH OWN NATIONAL SUBSIDIARIES

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  • Acquisitions since 2012:

    2012

    South Korea: Yean-Il (Waterproofing)

    2013

    Singapore/Malaysia: LCS Optiroc (Mortar Products)

    Australia: Radmix Resources Pty Ltd (Concrete synthetic fibers)

    India: Texsa India Ltd (Roofing, Waterproofing)

    2014

    South Korea: World Industries (Flooring, Coating)

    2015

    Australia: CTA (Mortar Products)

    KEY INVESTMENTS ACQUISITIONS AS GROWTH PLATFORM

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  • KEY PROJECTS

  • KEY PROJECT MAHANAKHON BUILDING, BANGKOK, THAILAND

    Project Description Luxury mixed-development project 314 meters high with 77 storeys, to open in late 2016

    Sika Products 620,000 liters of Sikament range concrete admixtures

    Waterproofing and Roofing: 41,000 m2 area with Sika TopSeal -107 and Sikalastic-560

    Mortars: 100 tons of Optiroc tile adhesive and Sika Levelling Mortar

    High-performance flooring: Sikafloor-21 PurCem TH

    Sealing&Bonding: Sikaflex Construction

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  • KEY PROJECT CA PASS TUNNEL, VIETNAM

    Project Description CA Pass consists of 2 single tunnels, each at 4 km in length, started in 2015, to be completed in 2017 Sika Products Concrete admixtures: 3,400,000 liters of Sika ViscoCrete, Sigunit, Sikament, Sikaplast, Plastocrete, Plastiment

    Waterproofing: 90,000 m2 with Sikaplan and 50 tons with Sika TopSeal-107

    60 tons of mortars

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  • KEY PROJECT MANILA BAY RESORTS (OKADA MANILA), PHILIPPINES

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    Project Description World-class integrated resort consists of a luxury hotel with 993 rooms and a 90,000 square-feet entertainment venue scheduled for a grand opening in late 2016 (Phase 1) Sika Products High-performance flooring for an area of 8,000 m2 with Sikafloor-263 SL

    50 tons of various mortar products

    Sealing and Bonding: Sikaflex-Construction and Sika Firerate

    Waterproofing: Sika TopSeal -107

  • KEY PROJECT NEAK LOEUNG RIVER CABLE BRIDGE, CAMBODIA

    Project Description Neak Loeung Bridge spanning over 2 km is the longest cable bridge crossing over Mekong River. It opened to traffic in 2015. Sika Products Concrete admixtures: 450,000 liters of Sikament range Mortars: 50 tons of SikaGrout, Sikadur, SikaRep S, SikaLatex, Sika-102, etc. Waterproofing: Sika Raintite Sealing & Bonding: Sikaflex Construction Protective coating: Sika Igolflex

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  • KEY PROJECT DUO RESIDENCES, SINGAPORE

    Project Description Exciting mixed-development project 192 meters high with 37 storeys, scheduled for completion in 2017 Sika Products Waterproofing: 13,000 m2 area with Sarnafil G476, Sikalastic-560

    Mortars: 7,800 tons of various Optiroc mortar products - floor screed eco, render eco, tile adhesive & tile grout

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  • KEY PROJECT LIGHT RAILWAY TRANSIT (LRT) PALEMBANG, INDONESIA

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    Project Description Palembang LRT is a 25-km long LRT system currently under construction in Palembang - the 2nd largest city in Sumatera, Indonesia. This LRT infrastructure project is constructed for the 2018 Asian Games. Sika Products High-performance concrete admixtures with 300,000 liters of Sika ViscoCrete Segmental bridge adhesive with 10 tons of Sikadur-31 SBA 60 tons of concrete repairs, grouting, mortars

  • KEY PROJECT HONG KONG ZHUHAI

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