Professional
Added to YB: 2025-08-07
Pitch date: 2025-06-30
HOLN.SW [neutral]
Holcim AG
+27.77%
current return
Author Info
No bio for this author
Company Info
Holcim AG, together with its subsidiaries, provides building materials and solutions worldwide. The company operates through five segments: North America; Latin America; Europe; Asia, the Middle East & Africa; and Solutions & Products.
Market Cap
CHF 35.8B
Pitch Price
CHF 59.12
Price Target
N/A
Dividend
4.76%
EV/EBITDA
6.22
P/E
11.41
EV/Sales
1.61
Sector
Construction Materials
Category
turnaround
Bronte Capital Portfolio Holding: Holcim AG
HOLN.SW (holding update): Swiss cement giant pivoting from unprofitable global expansion to focus on profitable markets (Europe, Latin America, Mexico). Selling emerging market positions, improving margins due to environmental standards hurting competitors less. Growth limited but profitability rising as company stops doing 'stupid things'. Small position.
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