Business description: Holcim Ltd

Holcim Ltd specializes in producing and marketing construction materials. Net sales break down by family of products as follows:

- construction materials (63%): cement and aggregates (sand, gravel, chalk, etc.);

- construction solutions (37%): ready-mix concrete, mortars, roofing systems, wall coverings, flooring systems, etc.

Net sales are distributed geographically as follows: France (11.8%), the United Kingdom (10.2%), Mexico (9.8%), Australia (7.4%), Switzerland (6%), Poland (4.7%), Germany (4.6%), Romania (3.6%), and other (41.9%).

Number of employees: 45,595

Sales by Activity: Holcim Ltd

Fiscal Period: December 2021 (CHF) 2022 (CHF) 2023 (CHF) 2024 (CHF) 2025 (CHF)

Building Materials

- - - - 1.16TCr

Building Solutions

- - - - 585.1Cr

Solution & Products

361.2Cr 555Cr 563.2Cr 593.9Cr -

Ready-Mix Concrete

516.7Cr 574.8Cr 597.9Cr 560.1Cr -

Cement

1.64TCr 1.63TCr 1.38TCr 1.32TCr -

Corporate/Eliminations

-238Cr -264.4Cr -276.1Cr -262.7Cr -168.3Cr

Aggregates

403.7Cr 419.5Cr 440.2Cr 433.5Cr -

Geographical breakdown of sales: Holcim Ltd

Fiscal Period: December 2021 (CHF) 2022 (CHF) 2023 (CHF) 2024 (CHF) 2025 (CHF)

Others

- - 775.3Cr 781.8Cr 658.7Cr

France

- - 219.7Cr 198.4Cr 186Cr

United Kingdom

- - 181.1Cr 172.3Cr 160.3Cr

Mexico

- - 180.3Cr 174.4Cr 153.9Cr

Australia

- - 126.4Cr 122.8Cr 115.8Cr

Switzerland

- - 85Cr 89Cr 95Cr

Poland

- - - - 74Cr

Germany

- - 82Cr 79Cr 73Cr

Romania

- - - - 56Cr

Canada

- - 259.1Cr 250.6Cr -

Usa

- - 791.2Cr 772.6Cr -

Corporate/Eliminations

19Cr 17Cr - - -

Asia Pacific

594.7Cr 484.2Cr - - -

Middle East Africa

255.7Cr 260.9Cr - - -

Latin America

264.3Cr 296.8Cr - - -

North America

737.6Cr 1.01TCr - - -

Europe

811.9Cr 850.7Cr - - -

Executive Committee: Holcim Ltd

Manager TitleAgeSince
Chief Executive Officer 47 01/05/2024
Director of Finance/CFO 56 01/04/2023
Investor Relations Contact - -
Sales & Marketing - 01/09/2023
General Counsel - 01/11/2024

Composition of the Board of Directors: Holcim Ltd

Director TitleAgeSince
Director/Board Member 80 10/07/2015
Director/Board Member 69 15/05/2019
Director/Board Member 51 15/05/2019
Director/Board Member 46 12/05/2020
Chairman 61 15/05/2025
Director/Board Member 61 04/05/2022
Director/Board Member 52 04/05/2022
Director/Board Member 57 08/05/2024
Director/Board Member 68 08/05/2024
Director/Board Member 62 01/01/2025

Shareholders: Holcim Ltd

NameStocks%Valuation
5.7 %
3,23,11,904 5.7 % 2 919 M CHF
3.055 %
1,73,15,826 3.055 % 1 564 M CHF
Patinex Management AG
3 %
1,70,06,265 3 % 1 536 M CHF
Sjunde AP-fonden
0.1827 %
10,35,497 0.1827 % 94 M CHF
FMR Investment Management (UK) Ltd.
0.1656 %
9,38,935 0.1656 % 85 M CHF
NameStocks%Valuation
RhumbLine Advisers LP
0.003505 %
99,337 0.003505 % 2 M CHF
Capital Insight Partners LLC
0.003044 %
86,280 0.003044 % 2 M CHF
Ostrica BV
0.001421 %
40,284 0.001421 % 727 932 CHF
Great Lakes Advisors LLC
0.000974 %
27,604 0.000974 % 498 804 CHF
GAMMA Investing LLC
0.000324 %
9,170 0.000324 % 165 702 CHF

Holdings: Holcim Ltd

NameStocks%Valuation
13,49,83,32,81483.8% 3 034 M $
1,73,15,8263.05% 1 564 M $
1,01,67,85752.1% 631 M $
21,19,85,54750.01% 500 M $
30,39,99,33083.12% 323 M $
1,11,6510.48% 21 M $
1,08,09,4584.69% 6 M $
5,09,7965.66% 5 M $

Company details: Holcim Ltd

Holcim Ltd.

Grafenauweg 10

6300, Zug

+41 58 858 58 58

http://www.holcim.com
address Holcim Ltd(LHN)

Group companies: Holcim Ltd

NameCategory and Sector
Izolbet SP zoo
Holcim Services South Asia Ltd.
LH Global Hub Services Pvt Ltd.
Construction Materials
Holcim Karierni Materiali Plovdiv AD

Cement & Concrete Manufacturing

Change 5-day change 1-year change 3-year change Capi.($)
+2.07%+4.14%+20.18%+28.55% 5.21TCr
+0.59%+7.23%-5.85%-7.02% 1.51TCr
0.00%0.00%+143.49%+212.54% 1.27TCr
+4.62%+3.70%-21.90%-25.15% 1.32TCr
+0.87%+3.33%-12.23%+12.65% 1.01TCr
0.00%+3.43%-10.36%+93.74% 918.25Cr
0.00%-9.99%+209.29%+209.45% 750.99Cr
+0.75%+1.42%-3.30%+9.98% 638.08Cr
+3.74%+1.95%+0.86%-36.35% 550.06Cr
+1.74%+12.20%+45.74%+57.89% 512.24Cr
Average +1.44%+2.79%+36.59%+55.63% 1.37TCr
Weighted average by Cap. +1.62%+3.11%+29.73%+47.29%
Trader
Investor
Global
Quality
ESG MSCI
AAA
Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
21
Last Close Price
76.00CHF
Average target price
81.67CHF
Spread / Average Target
+7.47%

Quarterly revenue - Rate of surprise