Business description: Holcim Ltd

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

- cement and clinkers (44.2%);

- ready-mix concrete (21%);

- granulates (12.4%): sand, gravel, chalk, etc.;

- other (22.4%).

Net sales are distributed geographically as follows: France (7.5%), the United States (29.3%), Canada (9.5%), Mexico (6.6%), the United Kingdom (6.5%), Australia (4.7%), Switzerland (3.4%), Germany (3%), and others (29.5%).

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 55 01/04/2023
Investor Relations Contact - -
Human Resources Officer 49 01/10/2024
Corporate Officer/Principal 49 01/03/2021

Composition of the Board of Directors: Holcim Ltd

Director TitleAgeSince
Director/Board Member 80 10/07/2015
Director/Board Member 68 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 68 08/05/2024
Director/Board Member 62 01/01/2025

Shareholders: Holcim Ltd

NameEquities%Valuation
5.7 %
3,23,11,904 5.7 % 2 978 M CHF
3.055 %
1,73,15,826 3.055 % 1 596 M CHF
Dodge & Cox
3.055 %
1,73,15,826 3.055 % 1 596 M CHF
Patinex AG
3 %
1,70,06,265 3 % 1 567 M CHF
FMR Investment Management (UK) Ltd.
0.2309 %
13,08,926 0.2309 % 121 M CHF
NameEquities%Valuation
Great Lakes Advisors LLC
0.0262 %
7,43,988 0.0262 % 14 M CHF
RhumbLine Advisers LP
0.003352 %
95,006 0.003352 % 2 M CHF
Ostrica BV
0.001029 %
29,179 0.001029 % 537 857 CHF
Wintrust Private Trust Co. NA
0.000469 %
13,302 0.000469 % 245 196 CHF
GAMMA Investing LLC
0.000261 %
7,410 0.000261 % 136 589 CHF

Holdings: Holcim Ltd

NameEquities%Valuation
13,49,83,32,814 83.8% 1 984 M $
1,73,15,826 3.05% 1 596 M $
41,79,02,467 56.88% 983 M $
1,01,67,857 52.1% 722 M $
30,39,99,330 83.12% 338 M $
1,11,651 0.48% 20 M $

Company details: Holcim Ltd

Holcim Ltd.

Grafenauweg 10

6300, Zug

+41 58 858 58 58

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

Group companies: Holcim Ltd

NameCategory and Sector
Izolbet SP zoo
Izolbet SP zoo
Holcim Services South Asia Ltd.
LH Global Hub Services Pvt Ltd.
LH Global Hub Services Pvt Ltd.

Cement & Concrete Manufacturing

Change 5d. change 1-year change 3-years change Capi.($)
-0.26%-4.84%-33.70%+11.29% 4.57TCr
+2.99%+1.56%+5.21%-12.78% 1.86TCr
-1.66%-7.80%-41.51%-6.49% 1.22TCr
-0.61%+0.01%+68.75%+181.25% 974.13Cr
-1.58%-7.28%-15.13%-9.32% 928.83Cr
-0.51%-4.43%-15.82%+105.24% 908.37Cr
-1.34%-9.56%-9.56%+40.61% 601.08Cr
+0.30%+0.09%+79.49%+41.54% 608.1Cr
+3.09%0.00%-28.16%-31.88% 589.4Cr
+1.14%+2.30%-3.78%-42.15% 552.92Cr
Average +0.08%-2.77%+0.58%+27.73% 1.28TCr
Weighted average by Cap. -0.11%-3.15%-10.35%+22.72%
Trader
Investor
Global
Quality
ESG MSCI
AA
Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
20
Last Close Price
64.46CHF
Average target price
78.71CHF
Spread / Average Target
+22.11%

Quarterly revenue - Rate of surprise

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