1 [LETTERHEAD - LOGO] MEDUSA CORPORATION LEE AND MONTICELLO - CLEVELAND HEIGHTS, OHIO 44118 - 216/371-4000 Fax 216/371-2912 MAIL ADDRESS P.O. BOX 5668 CLEVELAND 44101 TO OUR SHAREHOLDERS: For the fifth consecutive year, Medusa achieved record revenues and earnings. Revenues increased 16% to $376.0 million, resulting from continued strong market conditions for both cement and aggregates and additional sales from our three minerals acquisitions made during the year. Net income increased 5% to $57.0 million, or $3.41 per diluted share. This compares with net income in 1996 of $54.3 million or $3.15 per share, before an extraordinary charge of $1.8 million or $0.10 per share related to the early retirement of debt. Our results for this year reflect a pretax charge of approximately $4 million principally related to certain environmental matters at our Charlevoix, Michigan plant. Our cement operations had another excellent year, with record production and sales. The record production is the result of our incremental capacity expansion program which we continued this year. This program has increased our production levels by 8% over 1993 levels, the year we began the program. We continue to use our strong cash flow for the benefit of shareholders. Cash flow from operations was $76.9 million, up 20% from last year. Capital spending this year totaled $24.5 million, 24% higher than last year. We have begun a major modernization and expansion of our Clinchfield, Georgia cement plant and related distribution facilities. This $56 million project will significantly reduce the cash costs of the Clinchfield complex and increase clinker capacity by 175,000 tons annually to about 760,000 tons. We expect this project will reach full production in the second half of 1999. We have made significant progress in making Medusa Minerals the premier supplier of limestone-related lawn and garden products in the eastern United States. In January, 1997, we acquired the Sparta, New Jersey-based Lime Crest Corporation. In late August, we acquired the stock of White Stone Company, with operations in Castlewood, Virginia and Paradise, Pennsylvania. In October, we acquired Lee Lime Corporation, based in western Massachusetts. In early January, 1998, we acquired Commonwealth Stone, an aggregates producer located in Bowling Green, Kentucky. In total, we have invested nearly $73 million in these operations. 2 With these acquisitions, we have increased our capacity of high quality chemical and white stone reserves to better serve the industrial minerals and lawn and garden markets. In addition, these new operations have allowed us to expand our core construction aggregates business into new markets. We have also gained pelletized lime technology and capabilities along with significant bagging, materials handling and warehousing expertise. We feel that with the combination of these businesses we will provide an excellent return to shareholders. The turnaround at James H. Drew Corporation continues. In 1997, Drew continued to strive to be the low-cost supplier of quality construction services for highway safety. Costs have been reduced by consolidating operations into a single location in Indiana and divesting low-margin product lines. Drew's strategic plan includes making the company less seasonal by increasing its activities in warmer-climate states. Enclosed is a press release announcing the proposed merger between Medusa and Southdown, Inc. Your Board of Directors believes that the merger represents a unique strategic opportunity for Medusa, creating the largest publicly-owned cement company in the United States. The larger, financially strong combined company should benefit from significant synergies while affording investors enhanced investment liquidity and diversification of risk. A special shareholders meeting to request approval of the proposed transaction is anticipated within 60 to 90 days. You will be sent a proxy statement that will provide detailed information on the transaction. We urge you to read it carefully. In closing, we thank our dedicated employees for their hard work and commitment, and our shareholders for their continuing support. Robert S. Evans, Chairman of the Board George E. Uding, Jr., President Cleveland, Ohio March 25, 1998