Profile

Holcim is the world leader in construction materials and solutions. The company offers the most innovative cement, concrete, and aggregates solutions to meet its customers’ needs. The group employs about 70,000 persons in around 70 countries and has a balanced presence in developing and mature markets.

8.2 %
Portfolio value 03/31/2021
21.5 %
(1) Net dividend 12/31/2020

Excluding the reimbursements by the French tax authorities of withholding taxes which had been applied to Total and ENGIE dividends

Investment case

The building materials industry is supported by:

  • Increasing urbanization
  • Demand for sustainable construction
  • Rising living standards, driving quality housing and infrastructure needs.

LafargeHolcim is well positioned to address those megatrends:

  • Leader in the building materials and solutions sector
  • Portfolio exposed towards the most promising regions in terms of growth
  • Improving operating performance and strength of the balance sheet.

The following challenges are however faced by the group:

  • Industry dynamics have been challenging in selected regions and may continue to be
  • Increasingly ESG requirements and awareness will require significant investments.
  • Board of Directors 1/12*
  • Nomination, Compensation & Governance Committee 1/5*
  • Board of Directors Nomination, Compensation & Governance Committee