Replay available

Amrize Ltd Ordinary Shares (AMRZ) Q1 2025 Earnings Call

Amrize Ltd Ordinary Shares (NYSE: AMRZ) Q1 2025 earnings conference call, held 2025-04-25. Replay captured from the company's public earnings webcast.

Fri, April 25, 2025 at 12:00 AMendedReplay
Amrize Ltd Ordinary Shares (AMRZ) Q1 2025 Earnings Call

Hosted by

Featured presenters

Bernd Pommerin

Head of Investor Relations

Miljan Gutovic

CEO

Stefan Kindler

CFO

Luis Prieto

Analyst at Kepler Chevrolet

Yacine Touari

Analyst at Onfield Investment Research

Elodie Rawl

Analyst at JP Morgan

Arno Lehmann

Analyst at Bank of America

Ephraim Ravi

Analyst at Citigroup

Investor webinar replay

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Replay transcript excerpt

WEBVTT 00:00:00.031 -- 00:00:05.557 Welcome to Holcim's first quarter 2025 trading update. 00:00:05.557 -- 00:00:11.383 My name is Bernd Pommerin, and I'm pleased to be here with our CEO, Miljan Gutovic, 00:00:11.383 -- 00:00:16.529 and our CFO, Stefan Kindler. After their presentations of our results, you 00:00:16.529 -- 00:00:20.193 will have the opportunity to ask your questions. 00:00:20.193 -- 00:00:24.978 If you want to ask a question, please click the button Request to Speak. 00:00:24.978 -- 00:00:29.410 We would encourage you to already now register for a question. 00:00:29.410 -- 00:00:32.153 And with this, I'll directly hand it over to Miljan. 00:00:32.153 -- 00:00:34.356 Miljan, please. 00:00:34.356 -- 00:00:39.782 Thank you, Bernd. Good morning to all of you and welcome to Holcim's 00:00:39.782 -- 00:00:42.445 Q1 Trading Update. 00:00:42.445 -- 00:00:47.411 Stefan and I are pleased to be presenting our results to you today. 00:00:47.411 -- 00:00:52.374 And of course, there will be time afterwards for your questions. 00:00:53.538 -- 00:00:58.030 To start with, let me take you through the key highlights. 00:00:58.030 -- 00:01:03.418 We had a good start to the year in Q1. Our net sales were stable versus 00:01:03.418 -- 00:01:05.161 Q1 24, 00:01:05.161 -- 00:01:10.670 despite unfavorable weather conditions in North America. 00:01:10.670 -- 00:01:14.576 We achieved overproportional growth in recurring EBIT. 00:01:14.576 -- 00:01:18.242 This increased by 1.7% in 00:01:18.242 -- 00:01:23.377 local currency versus a year ago. As you can see, 00:01:23.377 -- 00:01:28.408 we continued with our strong M&A momentum with another 00:01:28.408 -- 00:01:32.512 five value accretive acquisitions. 00:01:32.897 -- 00:01:36.565 We are well positioned to navigate today's 00:0...