Amrize Ltd Ordinary Shares (AMRZ) Q2 2025 Earnings Call

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Replay transcript excerpt

WEBVTT 00:00:00.031 -- 00:00:04.676 Good morning, everyone. I'm pleased to be here with our CEO, Mirjan Gutovic, and our 00:00:04.676 -- 00:00:09.782 CFO, Stefan Kinzer. They will provide an overview of our strong first half 00:00:09.782 -- 00:00:14.748 year 2025 results. Then we'll provide an update on our strategy. 00:00:14.748 -- 00:00:19.473 And last but not least, we'll give an outlook for the full year 2025. 00:00:19.473 -- 00:00:23.137 And with this very short intro, I'm already handing it over to Mirjan. 00:00:23.137 -- 00:00:25.850 Mirjan, please. Thank you, Ben. 00:00:25.850 -- 00:00:32.297 Good morning to all of you and a warm welcome to Holcim's half-year results. 00:00:32.297 -- 00:00:37.643 Stefan and I are pleased to be presenting our earnings to you today. 00:00:37.643 -- 00:00:42.726 And, of course, there will be time afterwards for your questions. 00:00:42.888 -- 00:00:49.075 To start with, we will walk you through the business review, followed by a strategy 00:00:49.075 -- 00:00:53.439 update and, of course, as Ben mentioned, 2025 00:00:53.439 -- 00:00:55.229 guidance. 00:00:55.229 -- 00:01:00.114 First, let's look at the first half business review. 00:01:00.114 -- 00:01:04.338 We had a really strong first half of 2025. 00:01:04.338 -- 00:01:08.402 Highlights include, as you can see, robust 00:01:08.402 -- 00:01:13.987 net sales growth, strong over-proportional recurring EBIT growth 00:01:13.987 -- 00:01:19.433 across all our regions, and of course, industry-leading margin 00:01:19.433 -- 00:01:21.593 of 18.3%. 00:01:22.600 -- 00:01:27.828 Our margin expansion was driven by our high value strategy. 00:01:27.828 -- 00:01:34.137 This includes scaling up our sustainable offering and also accelerating 00:01:34.137 -- 00:01:39.424 decarbonization and ci...