Amrize Ltd · NYSE:AMRZ
Amrize — Investor Day (2025)
14 slides from Amrize's investor day presentation, Mar 27, 2025
Slide 1: Accelerating Expansion in Building Envelope
Section 3 ACCELERATING EXPANSION IN BUILDING ENVELOPE Jake Gosa President, Building Envelope Logistics center, Toronto, ON Amrize inside
Slide 2: Building Envelope Overview
BUILDING ENVELOPE OVERVIEW $3.4B Commercial Residential 2024 Revenues 1 $3.4B 2024 Revenues New Construction Repair & Refurbishment 39
Slide 3: Building Envelope Highlights
BUILDING ENVELOPE HIGHLIGHTS Advanced building envelope systems with 1 iconic brands 2 State-of-the-art operational platform Uniquely innovative solutions to meet 3 market needs 4 Positioned for above market growth 40
Slide 4: Advanced Building Envelope Systems with Iconic Brands
1 ADVANCED BUILDING ENVELOPE SYSTEMS WITH ICONIC BRANDS LEADING BRANDS IN BOTH COMMERCIAL AND RESIDENTIAL APPLICATIONS Polyiso Roof Metal Panels Insulation Green Roof PMA Modified System Roofing Shingles Underlayment Housewrap Spray Foam Metal panels Single-ply & Green Roof Asphalt Roofing Systems S
Slide 5: Systems Drive Value and Increase Customer Loyalty
1 ADVANCED BUILDING ENVELOPE SYSTEMS WITH ICONIC BRANDS SYSTEMS DRIVE VALUE AND INCREASE CUSTOMER LOYALTY Commercial roofing advanced system selling Amrize self-adhered roofing system EPDM membrane ~33% of revenue generated from the membrane, with 67% of revenue from system components Fasteners Adhe
Slide 6: State-of-the-Art Operational Platform
2 STATE-OF-THE-ART OPERATIONAL PLATFORM STRONGLY POSITIONED FOR CONTINUED PROFITABLE GROWTH 45 manufacturing and distribution facilities 100% of North America serviced Built a $3.4B Business in just 4 years Over $200M Capital Deployed for growth and efficiency since 2021 Building Envelope facilities
Slide 7: Investing in Growth and Reaching New Markets
2 STATE-OF-THE-ART OPERATIONAL PLATFORM INVESTING IN GROWTH AND REACHING NEW MARKETS New Elevate Plant & New Duro-Last Fabrication New Malarkey Shingles Warehouse Plant Plant Utah North Carolina Indiana LEED-certified ISOGARD manufacturing and Expanded PVC custom and metal edge New entry into Midwes
Slide 8: Investing in Supply Chain Capacity and Automation
2 STATE-OF-THE-ART OPERATIONAL PLATFORM INVESTING IN SUPPLY CHAIN CAPACITY AND AUTOMATION Acquired Glassmat Plant New EPDM Packaging New TPO Self-Adhered In-Line Maryland Automation Coating Production Arkansas Alabama Expanded Malarkey’s fiberglass mat production Added fully automated finishing line
Slide 9: Megatrends Driving Demand
3 UNIQUELY INNOVATIVE SOLUTIONS TO MEET MARKET NEEDS MEGATRENDS DRIVING DEMAND Aging US building stock Strong re-roofing demand expected to ~75% continue 90 of commercial Buildings 20+ years old buildings are 25+ enter prime roofing years old 75 replacement period through 2030 Increase of aging buil
Slide 10: Delivering Innovation – Faster, Stronger, Greener
3 UNIQUELY INNOVATIVE SOLUTIONS TO MEET MARKET NEEDS DELIVERING INNOVATION – FASTER, STRONGER, GREENER Faster Stronger Greener Tight labor market is driving More frequent severe weather Customers are demanding demand for solutions that events are driving demand for more energy efficient solutions ar
Slide 11: Track Record of Revenue Growth and Margin Expansion
4 POSITIONED FOR ABOVE MARKET GROWTH TRACK RECORD OF REVENUE GROWTH AND MARGIN EXPANSION Revenues Adjusted EBITDA1 Adjusted EBITDA Margin1 +32% +52% +790 CAGR CAGR bps $3.4B $770M 22.8% 14.9% $1.5B $219M 2021 2024 2021 2024 2021 2024 48 . See appendix for non-GAAP reconciliation. 1
Slide 12: Significant Potential for Growth in Complementary Solutions
4 POSITIONED FOR ABOVE MARKET GROWTH SIGNIFICANT POTENTIAL FOR GROWTH IN COMPLEMENTARY SOLUTIONS Proven track record of successful M&A With significant runway to expand into adjacent markets 7 15% 23% $60B+ Acquisitions in Building Adjusted EBITDA margin1 Total addressable market Envelope platform
Slide 13: Building Envelope Key Takeaways
BUILDING ENVELOPE KEY TAKEAWAYS Advanced building envelope systems with iconic brands State-of-the-art operational platform Uniquely innovative solutions to meet market needs Positioned for above market growth 50 Apple Park, Cupertino, CA Amrize inside
Slide 14: Safe Harbor Statement
SAFE HARBOR STATEMENT This presentation (and the information contained herein or provided to you in connection herewith) contains forward-looking statements with respect to the future financial or business performance, strategies, or expectations of Amrize AG (the “Company”). Forward-looking stateme