Amrize Ltd Ordinary Shares (AMRZ) Q3 2023 Earnings Call

Investor webinar replay

Replay transcript excerpt

Good morning, everyone, and welcome to our Q3 Trading Update. It's a pleasure to reconnect with all of you today. For those of you who do not know me, I am Bénédicte Maier from the Investor Relations Team, and I am here with our Chairman and CEO, Jan Janisch, and with our CFO, Stephen Kindler. As usual, Jan and Stefan will share their perspective and discuss the company's performance over the last nine months. And after that, we will open the floor for your questions. If you are joining us by phone, you can ask your question by pressing star one four on your device. If you wish to withdraw from the queue, please simply press star one five. Additionally, if you are joining us via webcast today, you can also ask your question. Please check the instructions which are available under the Q&A link on the web page. With this, we are all set. And with no further ado, I will now hand it over to you, Jan. Please go ahead. Thank you, Benedikt. And good morning, everyone. Thank you for joining our trading update on our Q3 results. Very satisfied with the results. We have achieved a record in EBIT in the Q3. Very happy about it. We had some softer markets in Q3. We had also significant Forex headwind. In Q3 alone, our EBIT was negatively influenced by 10%. And nevertheless, we made an all-time high in real Swiss franc of 1.6 billion. Very happy about it. It all comes down to the new strong earning profile of Holcim, which is based on many drivers from our fast expansion in North America with superior margins to the build-up of our four-segment solutions and products, most prominently with roofing systems where we have solutions Huge success and also very significant margins in that business. And then I would say all the way down to our sustainable product range with EcoPact, Eco...