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Holcim (HOLN) investor relations material
Holcim AGM 2026 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Opening remarks and agenda
Warm welcome extended to shareholders, board members, auditors, and special guests, with organizational and safety instructions provided for the meeting.
Introduction of board and executive committee members, outlining their roles in the meeting and reporting.
Explanation of translation services, speaker registration, and emergency procedures.
Financial performance review
Achieved recurring EBIT growth of 10.3% in local currency, exceeding guidance, with margin up to 18.3%.
Free cash flow reached CHF 2.2 billion, with a record cash conversion rate of 54%.
EPS grew by 5% and return on invested capital increased to 11.2% in 2025.
Net debt leverage closed at 0.9x, providing flexibility for acquisitions and growth.
Holcim was the best performer in the SMI in 2025.
Board and executive committee updates
Two new board members, Adolfo Orive and Sven Schneider, were welcomed in 2025.
All board members stood for and were re-elected, maintaining a 10-member independent board.
Executive Committee expanded from 9 to 13 members, with remuneration adjusted accordingly.
- Q1 2026 saw 3.9% organic sales growth, 8.3% EBIT growth, and strong M&A and sustainability focus.HOLN
Q1 2026 TU26 Apr 2026 - Double-digit EBIT growth, margin expansion, and Amrize spin-off drove robust 2025 results.HOLN
H2 202510 Apr 2026 - Record H1 2024 profitability and margin expansion, with upgraded EBIT margin guidance above 18.5%.HOLN
H1 20242 Feb 2026 - Record profitability and margin expansion driven by growth, M&A, and sustainability focus.HOLN
Q3 2024 TU18 Jan 2026 - Record EBIT, margin expansion, and strong 2025 outlook with robust cash flow guidance.HOLN
H2 20247 Jan 2026 - Stable Q1 results, five acquisitions, and Amrize/Amris spin-off set for June support 2025 outlook.HOLN
Q1 2025 TU25 Dec 2025 - Targets 5–8% annual revenue growth and $8B+ free cash flow by 2028, with NYSE listing planned.HOLN
CMD 20251 Dec 2025 - 2030 targets: 3–5% sales growth, 50/50 sales split, CHF 18–22bn capital deployment, >50% low-carbon sales.HOLN
Investor Day 20251 Dec 2025 - Record results, AmRise spin-off, and all proposals approved amid governance discussions.HOLN
AGM 202520 Nov 2025
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