Presentation to the analysts and investors - Lafarge

12
I – Supply
� Net actual capacity increases result from a variety of factors
� Producers try to anticipate or even preempt growth and/or
modernize obsolete equipment
� Closure of old production equipment (VSK, wet kilns)
� Temporary downtime or mothballing capacity
� Over the last three months, we have seen players accelerating
the rate of plant closures and delays in launching new capacity
to adjust to market and financing conditions
� Taking into account cancellations announced,
total net supply trends towards 3.1 billion tons in 2009,
versus 2.9 billion tons in 2007
� Current capacity additions are concentrated for 2008 and 2009
in China, India, MENA, and Latin America
� For 2010, capacity additions are more diversified;
new suspensions or delays to be expected