{ "docId": "019de515-6900-73da-9453-c7bbfec5c967", "docSlug": "cf5611dbf85390bacc14ede6dd79e3fa", "documentTitle": "Commercial Metals Company | Investor Presentation Deck | 25 slides", "authorId": "commercial-metals-company", "authorName": "Commercial Metals Company", "documentKindSlug": "deck", "documentKindLabel": "Deck", "sourceTypeSlug": "investor_relations", "sourceTypeLabel": "Investor relations", "presentationDate": "2023-04-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 12, "pageCount": 25, "prevPage": 11, "nextPage": 13, "slideType": "other", "function": "analyze_data", "density": "overcrowded", "nDataPoints": 2, "notes": null, "elementsJson": null, "metadataConfidence": 1, "imagePath": null, "slideHref": "/slides/019de515-6900-73da-9453-c7bbfec5c967/12", "deckHref": "/decks/019de515-6900-73da-9453-c7bbfec5c967", "deckJsonHref": "/decks/019de515-6900-73da-9453-c7bbfec5c967.json", "deckAnchorHref": "/decks/019de515-6900-73da-9453-c7bbfec5c967#slide-12", "components": [ { "bbox": { "h": 0.74, "w": 0.81, "x": 0.088, "y": 0.149 }, "kind": "chart", "text": "Core EBITDA - Trailing 4 Quarters", "attrs": { "x_axis_label": "Quarter", "y_axis_label": "Core EBITDA (trailing four quarters) - $ millions" }, "subkind": "bar-vertical", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "8ddb3eb5-5158-4374-94f7-bb5445f8f15c", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.74, "w": 0.81, "x": 0.088, "y": 0.149 }, "kind": "chart", "text": "AMM Rebar to Shredded Scrap Spread - Trailing 4 Quarters", "attrs": { "x_axis_label": "Quarter", "y_axis_label": "Rebar Metal Margin (AMM rebar index minus AMM Chicago shred) - $ / Ton" }, "subkind": "line", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "9e51c3ef-30c6-4bf0-91b4-55269f83fce8", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.03, "w": 0.05, "x": 0.047, "y": 0.92 }, "kind": "image", "text": "CMC", "attrs": null, "subkind": "logo", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "9525149b-1a6a-4da7-908a-171328e8836e", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.412, "w": 0.409, "x": 0.14, "y": 0.149 }, "kind": "list", "text": "CMC has significantly increased its earnings and cash flow capabilities\nSince the beginning of FY 2020, average Core EBITDA has increased 150% compared to the prior three-year period\nDuring those same time periods, average rebar metal margin has increased by only 34%\nExtensive strategic transformation drove the performance improvement and included the exit of non-core businesses, construction of a state-of-the-art micro mill, and an acquisition that increased CMC's North America operational footprint by over 50%\nCMC is currently investing in attractive projects that are expected to drive further value-accretive growth", "attrs": null, "subkind": "bullet", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "c6eabb96-c408-4a80-9eac-d391cf13a217", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.018, "w": 0.035, "x": 0.45, "y": 0.53 }, "kind": "metric", "text": "+34%", "attrs": null, "subkind": "big-number", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "0d3e0f23-9c1d-45e6-bfaf-1f9ae286d4bf", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.018, "w": 0.045, "x": 0.45, "y": 0.47 }, "kind": "metric", "text": "+150%", "attrs": null, "subkind": "big-number", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "140bc4bb-f6a8-4e76-83e6-3ff2eac00fb6", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.025, "w": 0.15, "x": 0.195, "y": 0.689 }, "kind": "metric", "text": "Average: $370 million", "attrs": null, "subkind": "big-number", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "228a52fb-7072-40fb-b062-3d39682bb914", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.025, "w": 0.11, "x": 0.705, "y": 0.56 }, "kind": "metric", "text": "Average: $450/t", "attrs": null, "subkind": "big-number", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "7896af84-b3fa-44ce-93b9-05b500cd5c07", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.025, "w": 0.11, "x": 0.37, "y": 0.665 }, "kind": "metric", "text": "Average: $335/t", "attrs": null, "subkind": "big-number", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "8f009e91-d4b7-48e4-94fa-3aa9f0eb731e", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.025, "w": 0.15, "x": 0.61, "y": 0.47 }, "kind": "metric", "text": "Average: $925 million", "attrs": null, "subkind": "big-number", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "a430bd62-3367-407a-931c-6ee4a5553ef8", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.013, "w": 0.156, "x": 0.047, "y": 0.11 }, "kind": "paragraph", "text": "(trailing four quarter basis)", "attrs": null, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "6db9ba2d-4187-40ea-8e7c-4b3cb4dcdb99", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.013, "w": 0.12, "x": 0.84, "y": 0.94 }, "kind": "source-note", "text": "CMC: Investor Overview 12", "attrs": { "numbered": true }, "subkind": null, "toolName": null, "toolSlug": null, "confidence": null, "componentId": "a859ca2f-0a63-44cc-9c26-dc6d317e196d", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.035, "w": 0.907, "x": 0.047, "y": 0.047 }, "kind": "title", "text": "Significant Increase in Through-the-Cycle Earnings Capability", "attrs": null, "subkind": "headline", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "7c58dd10-2017-4ff6-ab64-885e54553dd5", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.02, "w": 0.56, "x": 0.047, "y": 0.09 }, "kind": "title", "text": "Core EBITDA Generation Compared to Rebar Metal Margin", "attrs": null, "subkind": "subtitle", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "db4c9118-1323-4025-b830-06adb91d9ed2", "frameworkName": null, "frameworkSlug": null } ], "metrics": [], "tools": [ { "name": "Chart Selection Guide", "slug": "chart-selection-guide", "agent": "Designer", "layer": "slide", "matchId": "17b46a70-9ed3-4a17-a453-5b02d900ab77", "evidence": "chart/line: AMM Rebar to Shredded Scrap Spread - Trailing 4 Quarters", "confidence": 0.7 }, { "name": "Waterfall chart", "slug": "waterfall-chart", "agent": null, "layer": "slide", "matchId": "d35a6418-1417-42bb-b306-b56cf49e0d44", "evidence": "chart/bar-vertical: Core EBITDA - Trailing 4 Quarters", "confidence": 0.6 } ], "frameworks": [], "arcBeats": [ { "to": 13, "from": 7, "beatId": "984cf5fd-dcca-42fc-965c-df7b2a5ccd84", "arcName": "The Sequoia Pitch", "arcSlug": "sequoia-pitch", "beatName": "Solution", "beatSlug": "sequoia-pitch-solution", "evidence": "The deck outlines a clear strategic growth plan and highlights the company's capabilities and strengths as a solution.", "position": 1, "confidence": 0.8, "parentBeatName": "Turn", "parentBeatSlug": "turn" } ], "loops": [ { "to": 13, "from": 7, "name": "Quick Win Big Bet", "slug": "47-quick-win-big-bet", "bestFor": "Transformation planning, 100-day plans, resource allocation", "matchId": "56fed0c7-8e54-4944-82da-7c474999d0f8", "evidence": "The deck outlines a clear strategic growth plan and highlights the company's capabilities.", "position": 2, "objective": "Present growth strategies", "structure": "The Full List -> Quick Wins (Low effort, High impact) -> Big Bets (High effort, High impact) -> Sequenced Roadmap", "confidence": 0.6, "description": "Separate initiatives into immediate wins and longer-term strategic bets" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }