Andrew F. Maser's questions to Vulcan Materials Co (VMC) leadership • Q1 2025
Question
Andrew Maser, on for Brian Brophy at Stifel, asked for an update on the plant automation journey, including the timeline for implementation and any way to frame the expected benefits.
Answer
CEO James Hill clarified that while instrumentation for the 'Vulcan Way of Operating' is in place at 120-125 key plants, it is only fully implemented and yielding efficiencies at about 20-30% of them. He expects the full rollout and benefit realization to take through 2025 and into 2026. While it's too early to quantify the exact benefit in dollars or tons, he anticipates 'degrees of good,' with efficiency gains varying by plant from 4% to 12%.