{
  "docId": "019de517-bc0b-77ca-bd48-a0e7ef06725c",
  "docSlug": "235777b83274cc7323e3c3560dcc88e8",
  "documentTitle": "Commercial Metals Company | Results Presentation Deck | 27 slides",
  "authorId": "commercial-metals-company",
  "authorName": "Commercial Metals Company",
  "documentKindSlug": "conference-presentation",
  "documentKindLabel": "Conference presentation",
  "sourceTypeSlug": "investor_relations",
  "sourceTypeLabel": "Investor relations",
  "presentationDate": "2024-01-01 00:00:00",
  "orientation": "landscape",
  "aspectRatio": 1.7777778,
  "pageNumber": 7,
  "pageCount": 27,
  "prevPage": 6,
  "nextPage": 8,
  "slideType": "kpi_overview",
  "function": "summarize",
  "density": "overcrowded",
  "nDataPoints": 10,
  "notes": null,
  "elementsJson": null,
  "metadataConfidence": 0.9,
  "imagePath": null,
  "slideHref": "/slides/019de517-bc0b-77ca-bd48-a0e7ef06725c/7",
  "deckHref": "/decks/019de517-bc0b-77ca-bd48-a0e7ef06725c",
  "deckJsonHref": "/decks/019de517-bc0b-77ca-bd48-a0e7ef06725c.json",
  "deckAnchorHref": "/decks/019de517-bc0b-77ca-bd48-a0e7ef06725c#slide-7",
  "components": [
    {
      "bbox": {
        "h": 0.52,
        "w": 0.28,
        "x": 0.69,
        "y": 0.31
      },
      "kind": "chart",
      "text": "Seasonality - % of Annual Total by Quarter. Emerging Businesses seasonality by net sales. North America Steel seasonality by finished steel volumes. Q1: EBG 23%, NA Steel 25%. Q2: EBG 22%, NA Steel 23%. Q3: EBG 27%, NA Steel 26%. Q4: EBG 28%, NA Steel 26%.",
      "attrs": {
        "x_axis_label": "Quarter",
        "y_axis_label": "%"
      },
      "subkind": "bar-grouped",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "733ea896-76a4-49b2-8a68-2973a4276a0b",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.1,
        "w": 0.26,
        "x": 0.709,
        "y": 0.74
      },
      "kind": "list",
      "text": "Activity levels at Emerging Businesses Group have tended to have greater seasonal volatility relative to the North America Steel Group",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "29471309-cf70-4171-af4e-21e745f0b20a",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.06,
        "w": 0.13,
        "x": 0.76,
        "y": 0.19
      },
      "kind": "metric",
      "text": ">85% of FY 2023 EBG Sales Derived from North America",
      "attrs": null,
      "subkind": "big-number",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "6c828a43-fdef-445e-9568-28cd867050e4",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.03,
        "w": 0.16,
        "x": 0.77,
        "y": 0.93
      },
      "kind": "source-note",
      "text": "Q1 FY24 Supplemental Slides January 8, 2024",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "c77eafd9-31e0-4e04-b182-9069f0409d3d",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.75,
        "w": 0.66,
        "x": 0.03,
        "y": 0.137
      },
      "kind": "table",
      "text": "Tensar Geogrid and Geopiers: Geogrids provide soil stabilization for road, foundation, and other construction applications; Geopiers are custom engineered solutions for building foundations in almost all soil types; Commercial access to over 80 countries. Business Drivers: Increased market penetration (currently below 10% of estimated addressable market); Infrastructure investment; Access roads to renewable energy generation sites; General construction spending trends. CMC Construction Services: Retail operations servicing concrete contractors; Provides one of the largest concrete product inventories in the U.S.; 24 locations, mainly focused in Texas. Business Drivers: Construction activity in the South-Central U.S., particularly Texas; Population growth in Texas. CMC Impact Metals: Leader in the production of heat-treated performance steel products; Two production locations. Business Drivers: Truck and trailer fleet expansion; Defense spending; Construction spending. CMC Anchoring Systems: Leading provider of anchoring solutions for the electrical transmission market; Four locations with commercial access to entire continental U.S. Business Drivers: Investments in electrical transmission and distribution; Growth of renewable energy generation requiring connection to U.S. electrical grids; Market share growth of steel monopoles within the transmission market. Performance Reinforcing Steel: Proprietary reinforcing steel products used in critical applications; Engineered for enhanced properties including corrosion resistance, high-strength, and/or extreme temperature resistance. Business Drivers: Coastal bridge and highway construction; Port construction and repairs; LNG investments.",
      "attrs": null,
      "subkind": "data",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "784cc7a5-a6f9-4f74-8d3a-a7c878a76f79",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.03,
        "w": 0.59,
        "x": 0.068,
        "y": 0.068
      },
      "kind": "title",
      "text": "Emerging Businesses Group – In Focus",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "6897a814-723d-4d22-80a3-af6007d800ba",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [
    {
      "name": "Table data",
      "slug": "table-data",
      "agent": null,
      "layer": "slide",
      "matchId": "73678204-7cc2-4254-8a2b-c7038171fcbe",
      "evidence": "table/data: Tensar Geogrid and Geopiers: Geogrids provide soil stabilization for road, foundation, and other construction applications; Geopiers are custom engineered solutions for building foundations in almost all soil",
      "confidence": 0.9
    }
  ],
  "frameworks": [],
  "arcBeats": [
    {
      "to": 9,
      "from": 5,
      "beatId": "563b12ed-79f0-46e3-903d-a816854c6ce0",
      "arcName": "Monroe's Motivated Sequence",
      "arcSlug": "monroes-sequence",
      "beatName": "Need",
      "beatSlug": "monroes-sequence-need",
      "evidence": "The company highlights market challenges and segment realignment",
      "position": 1,
      "confidence": 0.8,
      "parentBeatName": "Complication",
      "parentBeatSlug": "complication"
    }
  ],
  "loops": [],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}