Holcim Ltd · SIX:HOLN
Holcim — Shareholder Meeting (May 2025)
11 slides from Holcim's shareholder meeting presentation, May 14, 2025
Slide 1: Planned Listing of the North American Business
Parque La Mexicana - Urban park in Mexico City built with Fuerte high-strength cement PLANNED LISTING OF THE NORTH AMERICAN BUSINESS SAMUEL POLETTI PROJECT MANAGEMENT 14 MAY 2025
Slide 2: Next Step of Growth and Value Creation
NEXT STEP OF GROWTH AND VALUE CREATION SUPERIOR EARNINGS PROFILE WITH INDUSTRY-LEADING MARGINS & STRONG BALANCE SHEET Superior earnings profile and strong balance sheet → Delivering industry-leading margins Accelerated growth in most attractive markets → Above 20% annual growth rate in North America
Slide 3: Two Growth Champions with Distinct Strategies
TWO GROWTH CHAMPIONS WITH DISTINCT STRATEGIES AMRIZE AND HOLCIM’S STRATEGIC PRIORITIES NORTH AMERICA’S LEADING THE LEADING PARTNER FOR BUILDING SOLUTIONS COMPANY SUSTAINABLE CONSTRUCTION 100% focus on North American Market Focused investments in attractive markets 1 1,000+ sites and facilities acros
Slide 4: Amrize at a Glance
AMRIZE AT A GLANCE NORTH AMERICA’S LEADING BUILDING SOLUTIONS COMPANY 100% #1 #2 #1 or #2 Focus on the North Cement company Commercial roofing In 85% of Aggregate American market with industry-leading company within markets served1 footprint 4 years of entry1 $11.7B +13% $3.2B +16% 2024 Revenues Rev
Slide 5: Why Invest in Amrize
AMRIZE WHY INVEST IN AMRIZE TRACK RECORD OF A UNIQUE INVESTMENT DRIVING SHAREHOLDER PROFITABLE GROWTH OPPORTUNITY VALUE Mid-Term Financial Targets $11.7B ~13% 1 100% focus on the North America market FY 2025 - FY 2028 2024 Revenues Revenue CAGR 2021-24 Unparalleled footprint and 2 resources 5 - 8% 8
Slide 6: Holcim Post US Listing: The Leading Partner for Sustainable Construction
HOLCIM POST US LISTING THE LEADING PARTNER FOR SUSTAINABLE CONSTRUCTION Building Building Serving customers across the Materials Solutions built environment ▪ Infrastructure ▪ Industry ▪ Buildings Decarbonized Energy-efficient cement building systems High-performance Circular concrete & aggregates s
Slide 7: Post US Listing: A Highly Compelling Investment
HOLCIM POST US LISTING A HIGHLY COMPELLING INVESTMENT Investment Profile NextGen Growth 2030 targets Leader in the most attractive markets Financial Sustainability 1 with a sustainable offering powered by premium brands 3% to 5% >50% Net sales growth1 ECOPact and ECOPlanet Best positioned to profit
Slide 8: Update on the Planned Listing: On Track to List
UPDATE ON THE PLANNED LISTING ON TRACK TO LIST IN THE US BY THE END OF H1 2025 1 Holcim is progressing on the full capital market separation of Amrize, planned by way of a 100% spin-off 2 Listing on the New York Stock Exchange, with an additional listing on the SIX Swiss Exchange 3 Amrize to comply
Slide 9: Update on the Planned Listing: Most Efficient Structure
UPDATE ON THE PLANNED LISTING MOST EFFICIENT STRUCTURE RESULTING IN DIRECT HOLDING OF AMRIZE SHARES ● Amrize shares are issued through the U.S. settlement system with a Swiss International Securities Identification Number (ISIN) ● Distribution ratio of 1:1 - each shareholder will receive one (1) Amr
Slide 10: Holcim Share Price
HOLCIM SHARE PRICE STRONG SHARE PRICE DEVELOPMENT WELL AHEAD OF KEY U.S. AND SWISS INDICES
Slide 11: HOLCIM
HOLCIM