STRONG FUNDAMENTALS FUNDAMENTAL STRENGTHS May 1, 2014 Annual General Meeting
Bill Buckley CEO since 2005 Record financial results TRS of 13.3% vs. 7.3% for TSX 2
Retiring Board Directors Heather Shaw, Rob Ritchie, Zoltan Simo Director, Vice Chair & Director, Director, 2008 - 2014 1994 - 2014 1987 - 2014 Thank you for your contribution 3
Board Director Appointment Kevin Forbes Partner, EPI-V LLP Former Schlumberger executive 4
Board Director Appointment Stephen Orr President, ShawCor (September 2013) Former President, Schlumberger Drilling Group 5
STRONG FUNDAMENTALS FUNDAMENTAL STRENGTHS May 1, 2014 Annual General Meeting CEOs Remarks
Disclaimer This presentation contains forward-looking information within the meaning of applicable securities laws. The forward-looking information is based on assumptions, estimates and analysis made in light of the companys…
Highlights of 2013 1. Record HSE Performance 2. Record Financial Performance 3. Unequalled Competitive Position 8
HSE - A Core Commitment 51 sites Incident and Injury Free 9
Record Financial Performance 10
Excellent Project Execution Malaysia Indonesia Major Projects Inpex Ichthys 500M Australia LNG Chevron Wheatstone 170M Safe, On-schedule, Exceeded Bid Margins 11
Strategic Locations, Technology, Execution 12
Growth Focus - Socotherm 13
Growth Focus - Flexpipe Systems MARKET 14
Highlights Q1 2014 vs. Q4 2013 All values in C millions, except EPS Revenue 479 +17% EPS 1.03 +178.4% Backlog 642 +4.1% Dividend 0.60 +20% Positioned for Growth 15
Superior Return to Shareholders ShawCor has significantly outperformed the index 16
ShawCor Talent and Culture 17
Leadership Transition STEVE ORR PRESIDENT & CEO 18
STRONG FUNDAMENTALS FUNDAMENTAL STRENGTHS May 1, 2014 Annual General Meeting Presidents Remarks
Increasing Global Energy Demand High GDP growth in Asia & Africa (5.7%, 5%)1 & Stable consumption in Europe/Americas will drive global energy demand 1 Demand, GDP data from EIA International Energy Outlook 2013 2 GDP Growth Delta…
Oil & Gas Dominance in Energy Mix Energy Demand Fuel Mix - Global 100% 90% 80% 70% 60% 50% 40% 30% 20% 10% 0% 2013 2014 2015 2016 2017 2018 2019 2020 Liquids Gas Coal Nuclear Other Source: EIA International…
Reserve Depletion Replacement Quadrillion BTU Source: IEA World Energy Outlook 2013 22
New Sources of Oil & Gas Supply Additional oil & gas supply will come from mature fields, new frontier regions from a mix of unconventional and conventional sources. Source: EIA International Energy Outlook 2013, IEA World Energy…
Geographical Supply vs. Demand Europe & Eurasia North America Oil Supply Oil Demand Middle East Gas Supply Gas Demand Asia Pacific COATING FACITLITY PORTABLE COATING PLANT Africa OTHER OPERATING FACILITY Central &…
Aging Pipeline Infrastructure Aging pipelines are creating OUTER CIRCLE North America growing demand for pipeline…
Themes of Growth 1. Pipeline Performance Bredero Shaw Canusa-CPS Socotherm 2. Pipeline Integrity Shaw Pipeline Services Zedi Vintri 3. Asset Management Guardian CSI 4. Composite Production Systems Flexpipe Systems 5.…
ShawCors Unique Position Core offering established Technical competency Geographic reach Execution Acquisitions 27
STRONG FUNDAMENTALS FUNDAMENTAL STRENGTHS May 1, 2014 Annual General Meeting
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