Holcim Ltd Unsponsored ADR (HCMLY) Upgraded to Strong Buy: Here's What You Should Know
Holcim Ltd Unsponsored ADR (HCMLY) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #1 (Strong Buy).
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Are Construction Stocks Lagging Holcim Ltd Unsponsored ADR (HCMLY) This Year?
Here is how Holcim Ltd Unsponsored ADR (HCMLY) and Gibraltar Industries (ROCK) have performed compared to their sector so far this year.
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Holcim Targets Sales, Earnings Growth After Amrize Spinoff
The building-materials supplier is targeting average annual net sales growth of 3% to 5% excluding currency movements through to 2030.
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Holcim's Amrize Issues Guidance, Appoints Leadership Team Ahead of Spinoff
Holcim's U.S. business Amrize issued midterm targets and named top executives ahead of its planned spinoff from the Swiss firm.
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Holcim - Time To Take Some Profit After 17 Months (Rating Downgrade)
Holcim has delivered outstanding returns, outperforming the S&P500 by over 2x, with 89.99% returns since my 2023 "Buy" recommendation. Despite excellent 2024 results and industry-leading margins, I believe Holcim's valuation is peaking, prompting me to sell my stake. Holcim's 2024 EBIT increased by 10%, margins improved to over 19%, and the company announced an 11% dividend hike and a 1B CHF share buyback.
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Holcim AG (HCMLF) Q4 2024 Earnings Call Transcript
Holcim AG (OTCPK:HCMLF) Q4 2024 Results Conference Call February 28, 2025 5:00 AM ET Company Participants Bernd Pomrehn - IR Head Miljan Gutovic - CEO Steffen Kindler - CFO Conference Call Participants Arnaud Pinatel - On Field Remo Rosenau - Helvetische Bank Martin Husler - ZKB Lothar Lubinetzki - Octavian Elodie Rall - JPMorgan Luis Prieto - Kepler Gregor Kuglitsch - UBS Arnaud Lehmann - Bank of America Brijesh Siya - HSBC Tobias Woerner - Stifel Ross Harvey - Davy Harry Dow - Redburn Atlantic Ephrem Ravi - Citi Bernd Pomrehn Good morning, everyone, and welcome to Holcim's Full Year 2024 Results Presentation. I'm Bernd Pomrehn, and I'm very happy to be joined by our CEO, Miljan Gutovic; and our CFO, Steffen Kindler.
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Holcim AG: Building A Sustainable Future
Holcim AG is well-positioned to capitalize on global infrastructure and housing growth with sustainable building materials, strong M&A capabilities, and a proven track record. The company's spin-off of its North American operations will allow it to concentrate on the lucrative Americas market and align with the America First narrative. The business is more profitable, less volatile, and trades at smaller multiples compared to its main competitor.
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Holcim: Moving To A 'Hold' On Valuation
Holcim's Q3 update shows robust performance with a 23.5% EBIT margin, indicating strong margin expansions and a record performance despite high interest rates. The company is on track to achieve over 3B CHF in free cash flow, supported by an adjusted operating cash flow of 2.35B CHF in the first semester. Holcim's strategic M&A activities, focusing on smaller competitors and the profitable recycling division, continue to strengthen its market position.
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Holcim AG (HCMLF) Q3 2024 Earnings Call Transcript
Holcim AG (OTCPK:HCMLF) Q3 2024 Results Conference Call October 25, 2024 4:00 AM ET Company Participants Miljan Gutovic - CEO Steffen Kindler - CFO Conference Call Participants Cedar Ekblom - Morgan Stanley Elodie Rall - JPMorgan Yassine Touahri - Onfield Arnaud Lehmann - Bank of America Gregor Kuglitsch - UBS Luis Prieto - Kepler Chevron Martin Husler - ZKB Ross Harvey - Davy Ephrem Ravi - Citi Tobias Woerner - Stifel Jon Bell - Deutsche Bank Ebrahim Homani - CMCIC Harry Dow - Redburn Atlantic Brijesh Siya - HSBC Unidentified Company Representative Good morning, and welcome to the analyst and investor webcast for Holcim's Third Quarter 24 Trading Update. My name is [Bernd Pomerin] and I'm pleased to welcome Miljan Gutovic, our CEO; and Steffen Kindler, our CFO, who are with me in the room today.
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Environment groups call on Holcim to cut carbon footprint ahead of US spinoff
U.S. environmental groups have stepped up a campaign to get cement maker Holcim to curb its carbon footprint, writing to its chairman and potential investors in its North American business before it is spun off next year.
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Holcim: YoY Energy Price Declines Helping EBIT
While not an entirely globally integrated market, there might be some import threat to Holcim AG from cement capacity growing meaningfully in markets like India. For now, the outlook looks alright and performance is decent as there are YoY decreases in key cost items like electricity and fuel. The company managed to reduce fixed costs. We aren't totally sure those COGS declines will be enduring, but even if EBIT levels are sustainable, we aren't sure about Holcim AG's value compared to peers.
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Holcim AG (HCMLF) Q1 2024 Sales/ Trading Statement Call Transcript
Holcim AG (OTCPK:HCMLF) Q1 2024 Sales/ Trading Statement Call April 25, 2024 4:00 AM ET Company Participants Nesrine Gharbi - Head of Investor Relations Jan Jenisch - Chairman and Chief Executive Officer Steffen Kindler - Chief Financial Officer Miljan Gutovic - Region Head Europe and Chief Executive Officer Designate Conference Call Participants Paul Roger - Exane Luis Prieto - Kepler Cheuvreux Gregor Kuglitsch - UBS Arnaud Lehmann - Bank of America Merrill Lynch Brijesh Siya - HSBC Yassine Touahri - On Field Research Harry Goad - Berenberg Ebrahim Homani - CIC Remo Rosenau - Helvetische Bank Tobias Woerner - Stifel Nesrine Gharbi Good morning, and welcome to First Quarter 2024 Trading Update. I'm Nesrine Gharbi, and I'll be your host today.
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Holcim to acquire South American concrete products firm Tensolite
Holcim on Friday said it will buy Tensolite, a maker and distributor of pre-cast concrete systems in South America, the latest acquisition by the Swiss building materials company.
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Holcim North America Introduces ECOAsh Beneficiated Ash to Advance Low-Carbon and Circular Building
CALGARY, Alberta--(BUSINESS WIRE)-- #BuildingGreen--Building on its commitment to accelerating green growth, Holcim North America, a leader in innovative and sustainable building materials, today announced the introduction of ECOAsh beneficiated ash within its Lafarge Western Canada operations. With plans for future expansion into the United States, this strategic move not only demonstrates Holcim North America's dedication to sustainability but also positions the company as an early adopter of innovative techn.
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Holcim AG (HCMLF) Q4 2023 Earnings Call Transcript
Holcim AG (HCMLF) Q4 2023 Earnings Call Transcript
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Holcim To Spin Off North American Unit With US Listing Valued at $30 Billion
Swiss cement maker Holcim Ltd. is planning to spin off its North American unit and list it in the U.S., it said on Sunday.
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Holcim takes 'rock star' North American business to Wall Street
Holcim Chief Executive Jan Jenisch on Monday described his company's North American operation, which the Swiss building materials firm plans to spin off next year, as a "rock star business."
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Holcim: A Construction Materials Powerhouse With A Roll-Up Strategy
Holcim is a Swiss company that has used M&A to consolidate the cement industry and unlock economies of scale. Despite a decrease in reported revenue, Holcim has improved margins and organic performance. Holcim has pursued a significant amount of M&A, particularly in the construction supply market, and anticipates further growth in the US.
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Holcim: This Great Company Is Slowly Becoming More Attractive (Rating Upgrade)
Holcim has shown strong performance and growth potential, with higher quality assets compared to its competitor Heidelberg. The company is considered one of the "greenest" concrete companies, which is an advantage in the ESG-focused market. Holcim is expanding in the US and expects net sales growth above 5% and organic EBIT growth above 10% for the year.
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Holcim Ltd (HCMLF) Q2 2023 Earnings Call Transcript
Holcim Ltd (OTCPK:HCMLF) Q2 2023 Earnings Conference Call July 27, 2023 4:00 AM ET Company Participants Bénédicte Mayer - Investor Relations Jan Jenisch - Chairman, CEO Steffen Kindler - CFO Conference Call Participants Paul Roger - Exane Yassine Touahri - On Field Elodie Rall - JPMorgan Arnaud Lehmann - Bank of America Gregor Kuglitsch - UBS Cedar Ekblom - Morgan Stanley Yves Bromehead - Societe Generale Luis Prieto - Kepler Cheuvreux Martin Huesler - ZKB Brijesh Kumar - HSBC Yuri Serov - Redburn Tobias Woerner - Stifel Bernd Pomrehn - Vontobel Remo Rosenau - Helvetische Bank Bénédicte Mayer Good morning, everyone. A warm welcome to our Half Year 2023 Results Presentation.
seekingalpha.com
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Holcim Ltd (HCMLF) Q4 2022 Earnings Call Transcript
Holcim Ltd (OTCPK:HCMLF) Q4 2022 Earnings Conference Call February 14, 2023 5:00 AM ET Company Participants Jan Jenisch - CEO Géraldine Picaud - CFO Conference Call Participants Cedar Ekblom - Morgan Stanley Bernd Pomrehn - Vontobel Remo Rosenau - Helvetische Bank Tobias Woerner - Stifel Martin Huesler - Zürcher Kantonalbank Yassine Touahri - On Field Investment Ross Harvey - Davy Gregor Kuglitsch - UBS Yuri Serov - Redburn Brijesh Siya - HSBC Arnaud Lehmann - Bank of America Jan Jenisch Hello, everyone, and welcome to our analyst conference regarding our 2022 results of Holcim. I'm very delighted to have many analysts and investors present today.
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Barron's And Bloomberg 2023 Ideal Dividend Stocks Of The Year
Two Barron's Annual Roundtable, plus one Bloomberg Intelligence articles published late-January listed 99 intriguing stocks for 2023; 77 were unduplicated US publicly-listed companies, of which, 56 paid-dividends. Barron's two roundtable discussions January 20 and 27 split 49 picks from 9 panelists in half, whereas Bloomberg detailed all 50 in their January 16 BusinessWeek edition.
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Holcim Ltd (HCMLF) CEO Jan Jenisch on Q2 2022 Results - Earnings Call Transcript
Holcim Ltd (OTCPK:HCMLF) Q2 2022 Earnings Conference Call July 27, 2022 4:00 AM ET Company Participants Swetlana Schoordijk - Head of IR Jan Jenisch - CEO Geraldine Picaud - CFO Conference Call Participants Elodie Rall - JP Morgan Paul Roger - BNP Paribas Matthias Pfeifenberger - Deutsche Bank Brijesh Siya - HSBC Martin Huesler - ZKB Cedar Ekblom - Morgan Stanley Gregor Kuglitsch - UBS Yassine Touahri - On Field Investment Research. Luis Prieto - Kepler Cheuvreux Arnaud Lehmann - Bank of America Remo Rosenau - Helvetische Bank Tobias Woerner - Stifel Jean-Christophe Lefevre-Moulenq - CIC Yuri Serov - Redburn Harry Goad - Berenberg Operator Ladies and gentlemen, welcome to the Half Year 2022 Results Analyst and Investor Conference Call.
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Adani Group to acquire Holcim's India business for $6.39 billion
Holcim AG on Sunday said it signed a binding agreement for Adani Group to acquire Holcim's business in India.
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LafargeHolcim: A Follow Up Note On Q1 Performance
Strong Q1 performance both at sales and at operating profit level. Supportive M&A strategy - once again an excellent US acquisition.
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Holcim raises full-year sales outlook after Q1 beats forecasts
ZURICH (Reuters) -Holcim raised its full-year sales outlook on Friday after the world's biggest cement maker beat analyst forecasts for sales and profit during the first quarter.
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LafargeHolcim: Multiple Arbitrage Thanks To Firestone Acquisition
Beneficiary of government spending and a well recognised ESG leader in the sector.
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LafargeHolcim Ltd (HCMLF) CEO Jan Jenisch on Q4 2021 Results - Earnings Call Transcript
LafargeHolcim Ltd (HCMLF) CEO Jan Jenisch on Q4 2021 Results - Earnings Call Transcript
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Holcim: Latest Capital Markets Day Outlines The Path Toward Accelerating 'Green' Growth
Holcim outlines a broadly in-line set of financial targets, although a closer look points toward some conservatism embedded in the numbers. Growth in lower CO2 alternative products and M&A are set to drive an accretive longer-term transition toward 'value' over volume.
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Woodbois appoints former LafargeHolcim and Compass director as chief executive
Woodbois Ltd (AIM:WBI) has appointed former LafargeHolcim and Compass director Federico Tonetti as chief executive officer with immediate effect, following a three-month period where he provided consultancy work. Paul Dolan, previously chair and CEO, will take the position of executive chair, the company said, and will remain fully involved in the day to day running of the business and especially its strategic development.
proactiveinvestors.co.uk
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Holcim: A Cement Powerhouse Trading At Just Over 6X EBITDA
Holcim crushed my expectations so far and is guiding for a "like-for-like" EBIT increase of 18%, compared to just 7% a few months ago. The net debt increased due to the Firestone Building acquisition, but the strong cash flows will rapidly reduce the net debt.
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Exclusive-Brazilian cement makers CSN, Apodi, Mizu, Votorantim, Intercement bid for LafargeHolcim assets -sources
Brazilian cement makers CSN Cimentos, a subsidiary of steelmaker CSN SA; Cimentos Mizu; and Cimento Apodi, in which Titan Cement International has a stake, are among the bidders for assets LafargeHolcim Ltd has put for sale, two people with knowledge of the matter said.
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Cement giant LafargeHolcim is teaming up with GE's renewables unit on wind turbine recycling
The plans announced this week build on the companies' existing relationship.
cnbc.com
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LafargeHolcim: Guidance Implies A 7.8% FCF Yield In 2021
LafargeHolcim is one of the largest cement and concrete groups in Europe, with a worldwide presence.
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LafargeHolcim Ltd (HCMLF) CEO Jan Jenisch on Q4 2020 Results - Earnings Call Transcript
LafargeHolcim Ltd (HCMLF) CEO Jan Jenisch on Q4 2020 Results - Earnings Call Transcript
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LafargeHolcim: Strong Momentum since Q4 & Record 2020 Free Cash Flow
ZUG, Switzerland--(BUSINESS WIRE)--Regulatory News: LafargeHolcim (Paris:LHN): PERFORMANCE OVERVIEW Group Q4 2020 2019 ±% ±% LfL Net sales (CHFm) 5,994 6,521 -8.1 +1.5 Recurring EBIT (CHFm) 1,037 1,017 +1.9 +14.1 Recurring EBIT margin (%) 17.3 15.6 Group Full Year 2020 2019 ±% ±% LfL Net sales (CHFm) 23,142 26,722 -13.4 -5.6 Recurring EBIT (CHFm) 3,676 4,102 -10.4 -1.9 Recurring EBIT margin (%) 15.9 15.4 Net income, G
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Cement giants turn to green hydrogen and carbon capture in efforts to curb emissions
Cement production is an energy intensive process responsible for a significant amount of emissions.
cnbc.com
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