Heidelberg Materials Ag · XETR:HEI
Heidelberg Materials — Investor Presentation (October 2026)
40 slides from Heidelberg Materials's investor presentation, Oct 12, 2026
Slide 1: Heidelberg Materials Group Presentation 2026
Heidelberg Materials Group Presentation 2026 Group Presentation 12 October 2026
Slide 2: We drive change through innovation
We drive change through innovation Heidelberg Materials Headquarters – Heidelberg, Germany Built of concrete which actively reduces the level of air pollutants. 2 12 October 2026 Group Presentation
Slide 3: We make cities more sustainable
We make cities more sustainable Biblioteca degli Alberi park – Milan, Italy The water-draining concrete guarantees higher water permeability, provides high mechanical resistance and improves the appearance of the pavement. 3 12 October 2026 Group Presentation
Slide 4: We enable encounters in an outstanding ambience
v We enable encounters in an outstanding ambience Elbphilharmonie – Hamburg, Germany 30,000 m2 of concrete for the © Thies Rätzke imposing concert hall in the Hanseatic city. 4 12 October 2026 Group Presentation
Slide 5: We protect historical heritage from nature forces
We protect historical heritage from nature forces Mose – Venice, Italy Underwater concrete specifically developed for the Mose project. Guarantees a lifespan up to 100 years. © Thies Rätzke 5 12 October 2026 Group Presentation
Slide 6: We cross borders and build connections
We cross borders and build connections Frederick Douglass Memorial Bridge – Washington DC, USA This 440 metres long structure is the largest infrastructure project in DC’s history. Designed for a 100-year service life, it has 3 above deck arches, 2 piers, 6 traffic lanes, and a pedestrian/ bicycle l
Slide 7: We see challenges as opportunities to find new solutions
We see challenges as opportunities to find new solutions 3D printed house – Beckum, Germany Less material, lower carbon footprint. 7 12 October 2026 Group Presentation
Slide 8: We develop intelligent building materials that inspire
We develop intelligent building materials that inspire Phillip & Patricia Frost Museum of Science – Miami, USA Our materials allow to create new levels of architecture. The Museum covers 23,200 m2 and is divided into 4 buildings: a planetarium, an aquarium, and 2 separate wings for the science museu
Slide 9: Content
Content 1. About Heidelberg Materials 2. Sustainability 3. Our targets 4. Appendix 9 12 October 2026 Group Presentation
Slide 10: About Heidelberg Materials
1 About Heidelberg Materials
Slide 11: Concrete is essential for building a sustainable society
About Heidelberg Materials Concrete is essential for building a sustainable society • Second most used material after water • Locally produced and sold • 100% recyclable • Durable • Sound absorbent • Designable • Flexible 11 12 October 2026 Group Presentation
Slide 12: Strong megatrends propelling growth
Strong megatrends Energy transition propelling Advanced infrastructure growth Housing and urbanisation Defence revamping Digitalisation 12 12 October 2026 Group Presentation © Maxwell Osabo
Slide 13: Heidelberg Materials is one of the world's largest building materials companies
About Heidelberg Materials Heidelberg Materials is one of the world’s largest building materials companies 49,000 2,600 Leading positions in cement, employees locations aggregates, and ready-mixed on 5 continents worldwide concrete 13 12 October 2026 Group Presentation
Slide 14: Our purpose: Material to build our future
Our purpose: Material to build our future The world is undergoing profound changes. Our building materials and solutions shape significant development worldwide. We build on more than one and a half centuries of experience. Now is the time to lay the foundation for our future. At the centre of our a
Slide 15: We look back on a successful year 2025
We look back on a successful year 2025 +1% +6% +4% -3% Revenue RCO EPS (adjusted1) Free cashflow €21.5bn €3.4bn €12.4 €2.1bn +10% PY: 9.9 % -3% Shareholder return ROIC CO2 €1.1bn 10.4% 512 kg/t CEM 1 EPS adjusted for “additional ordinary result” and “provision for obligations attributable to discont
Slide 16: Demand continues to vary across regions
About Heidelberg Materials Demand continues to vary across regions North America -1.3% Europe -0.4% €5,327m €9,550m Africa-Mediterranean- +10.6% Asia-Pacific -0.6% +1% Western Asia Group (Revenue) €2,622m €3,392m €21,460m 16 12 October 2026 Group Presentation
Slide 17: Result in Africa-Mediterranean-West Asia shows overproportional growth
About Heidelberg Materials Result in Africa-Mediterranean-West Asia shows overproportional growth North America +1.1% Europe +3.5% €1,045m €1,395m Africa-Mediterranean- +29.7% Asia-Pacific +0.4% +6% Western Asia Group result (RCO) €610m €388m €3,381m RCO = Result from current operations before depre
Slide 18: Sustainability
2 Sustainability
Slide 19: Decarbonisation targets
Decarbonisation targets Delivering material impact with ambitious targets By 2030 Specific net CO2/t of cementitious Share of revenue from material (scope 1) sustainable products <400 kg >50% 2025: 512 kg 2025: 37% Alternative fuel rate >50% 2025: 34% Clinker incorporation 64% 2025: 68% 2030 target
Slide 20: The Net Zero Pathway
Net Zero We are pulling all levers on our path to Net Zero The Net Zero Pathway Levers to reach our targets 2030 Clinker Measures Increase efficiency of plants Alternative fuel rate: >50% Proportion of biomass: 20% Cement Measures Clinker incorporation: 64% Drive circularity Breakthrough technologie
Slide 21: Building a net-zero future
Net Zero Building a net-zero future We drive the decarbonisation of our sector and provide low- carbon products. Our reduction strategy is based on solid measures at plant and product levels, the implementation of which is well underway. Pioneering CCS: Our CCS project in Brevik, Norway, has been in
Slide 22: Why are carbon capture, utilisation and storage technologies indispensable in our sector?
Why are carbon capture, utilisation and storage technologies The cement industry belongs indispensable in to the so-called “hard to abate” sectors. This means that we can our sector? not reach Net Zero without making use of carbon capture, utilisation and storage (CCUS). 22 12 October 2026 Group Pre
Slide 23: We have the most advanced CCUS project portfolio
CCUS projects We have the most advanced CCUS project portfolio – driving global advantage Advanced Operational FID1 taken Close to FID1 stage development Brevik, Norway Padeswood, UK Edmonton, Canada Devnya, Bulgaria CCS, 400kt CO2 p.a. 800kt CO2 p.a. 1,100kt CO2 p.a. 800kt CO2 p.a. Lengfurt, German
Slide 24: evoZero: first carbon captured near-zero cement at scale
Net Zero evoZero®: We are the first to offer carbon captured near-zero cement at scale Applies to cement and concrete products • Globally unique product: CCS technology, applied for the first time at a large scale in Brevik, enables near-zero carbon footprint of evoZero®. • Broadest product applicat
Slide 25: With evoBuild, we apply the same clear criteria for sustainable products
Net Zero | Circular & Resilient With evoBuild®, we are applying the same clear criteria for sustainable products across the world 25 12 October 2026 Group Presentation
Slide 26: Building a Circular & Resilient Future
Circular & Resilient Building a Circular & Resilient Future We drive circularity to reduce and reuse materials and natural resources We are strengthening circularity along the entire value chain and are advancing our portfolio towards more circular products. Through resource efficiency, co-processin
Slide 27: Building a Nature Positive Future
Nature Positive Building a Nature Positive Future We contribute to a nature positive world through our biodiversity programme and sustainable water management For many years, we have been committed to protecting and preserving native animal and plant species, with targets aimed to help nature recove
Slide 28: Building a Safe & Inclusive Future
Safe & Inclusive Building a Safe & Inclusive Future We place the health and wellbeing of employees, communities, and suppliers at the core of our business operations Our declared aim: zero harm. With effective preventive measures, we intend to minimise the risk of accidents and injuries. When select
Slide 29: Appendix
3 Appendix
Slide 30: Heidelberg Materials in a nutshell
About Heidelberg Materials Heidelberg Materials in a nutshell 01 02 03 04 05 The only The deepest The tech one The fastest The trusted global one decarbonising growing one one one 30 12 October 2026 Group Presentation
Slide 31: Making a Material Difference
Unique Positioning Strategy 2030 Material Radical Collective Value Making a Impact Focus Strength Creation Material Difference Global Advantage 31 12 October 2026 Group Presentation
Slide 32: Strategy 2030 - Making a Material Difference
About Heidelberg Materials Strategy 2030 - Making a Material Difference Value Creation generating sustainable value for our customers and shareholders Collective Strength excelling in local entrepreneurship and global innovation as one team Unique Positioning Radical Focus Global Advantage capitalis
Slide 33: Mid-term targets for 2030
About Heidelberg Materials We are executing a strategy that generates real and sustainable value for customers and shareholders Our mid-term targets for 2030 7-10% ~12% < 400 kg RCO growth p.a. ROIC CO2/t CEM We accelerate profitable growth 33 12 October 2026 Group Presentation
Slide 34: Digital strategy
About Heidelberg Materials Digitalisation is a key pillar enabling our strategy and future-proofing our operations Revenue growth Cost optimisation HConnect HProduce HService We provide connected solutions We drive efficiency We optimise our back-office Digital for our customers in our operations pr
Slide 35: Our organisational structure
About Heidelberg Materials Our organisational structure 35 12 October 2026 Group Presentation
Slide 36: Heidelberg Materials Trading
About Heidelberg Materials Heidelberg Materials Trading Heidelberg Materials Trading is one of the largest trading companies serving the global cement industry Availability across the globe: Covering over 100 countries with our trading hubs in Heidelberg, Miami, Singapore, Dubai, Istanbul, and Shang
Slide 37: Our Managing Board
About Heidelberg Materials Our Managing Board Dr Dominik von Achten René Aldach Dr Katharina Beumelburg Chairman of the Managing Board Chief Financial Officer & Chief Sustainability & New Australia Technologies Officer Roberto Callieri Axel Conrads Hakan Gurdal Chief Technical Officer Africa-Mediter
Slide 38: Thank You.
Thank You.
Slide 39: Heidelberg Materials
Heidelberg Materials
Slide 40: Disclaimer
Disclaimer Unless otherwise indicated, the financial information provided herein has outcome of pending investigations and legal proceedings and actions been prepared under International Financial Reporting Standards (IFRS). resulting from the findings of these investigations; events of force majeur
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