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    Robert Gardiner

    Research Analyst at Davy Group

    Robert Gardiner is the former Head of Industrials in Equity Research and Equity Research Analyst at Davy, where he specialized in covering leading building materials companies such as CRH. Over a tenure spanning from September 2006 to May 2022 at Davy, he was recognized for his authoritative sector insights and strategic analysis, contributing to high-profile recommendations within the construction and industrials space. In May 2022, Gardiner transitioned to become Vice President of Investor Relations at CRH, leveraging his deep market expertise and industry relationships cultivated over more than 15 years of experience. While specific quantitative performance metrics and professional credentials are not publicly disclosed, his long-term leadership in equity research and subsequent executive appointment at a FTSE-listed company underscore his industry standing.

    Robert Gardiner's questions to COMPAGNIE DE SAINT GOBAIN (CODYY) leadership

    Robert Gardiner's questions to COMPAGNIE DE SAINT GOBAIN (CODYY) leadership • Q1 2021

    Question

    Robert Gardiner from Davy Group asked for a breakdown of the drivers behind the increased cost inflation forecast of EUR 600-700 million. He also inquired about the nature and impact of supply chain disruptions mentioned in the report.

    Answer

    CFO N. Sreedhar detailed that the inflation is broad-based, attributing it roughly in thirds to chemicals/metals, oil-related costs/transportation, and other raw materials like paper and gypsum. He acknowledged supply challenges from the Texas winter storm and chip shortages but stated that the new local organization has managed the situation effectively with minimal impact on business so far.

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