Presentation to the analysts and investors - Lafarge

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10 Summary � Macroeconomic forces, primarily financing constraints, are creating significant business uncertainties across our industry. As a result, most producers are curtailing current production and slowing cement capacity additions around the world � Most markets should still show increases in cement consumption in 2009 and 2010 � There might be some local supply-demand imbalances, depending on the speed of implementation of the economic stimulus packages already announced by most governments and on the ability of the cement industry to adjust production to demand � The cement industry already experienced such local imbalances in the past, without Lafarge being severely hurt. The size and geographical spread of our portfolio of assets as well as our successful cement / ReadyMix product differentiation policy of the last years should give Lafarge enough flexibility to mitigate the impacts of these potential local imbalances on our earnings
11 Agenda I. Supply II. Demand III. In what conditions could the current slow down significantly impact our industry? IV. How do we manage the situation?
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: Supply and Demand: Managing in Toda
Page 13 and 14: 13 World Net Capacities Additions (
Page 15 and 16: 15 Net Global Cement Supply Evoluti
Page 17 and 18: 17 Americas and Europe � North Am
Page 19 and 20: 19 Asia � China � India � Dem
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
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Capital Expenditures Jean Carlos AN
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63 Overview of Group’s 2009 Capex
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65 Cement Internal Development Plan
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Page 77 and 78:
Cost Reduction Program Tom Farrell
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79 Lafarge Cost Reduction Program i
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81 Cost Reduction Target 2005 - 200
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83 The 2005 - 2008 Cost Reduction P
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85 Savings are Delivered Thanks to
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87 Cost Consciousness is Now Well E
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89 These Further Savings are Made P
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91 Priorities are Being Converted i
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93 Cement Division will Contribute
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95 Solid Fuel Optimization: Ashaka
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97 Reduce Electricity Bill: Sonadih
Page 99 and 100:
99 Reduce Fixed Costs and SG&A: A P
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101 Gypsum Division will Generate
Page 103 and 104:
Cost Reduction Program: Aggregates
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105 1 A Comprehensive ROCK Operatin
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107 1 ROCK Operating Model Example
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109 2 Capacity Optimization Example
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111 2 Capacity Optimization � Rig
Page 113 and 114:
113 3 Logistics Improvement Quick W
Page 115 and 116:
Credit: Rudy Ricciotti (Architect)
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Presentation to the analysts and investors - Lafarge

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