Dividend IncreaseThe proposed dividend increase of 11% to CHF3.1/share is ahead of consensus, reflecting strong financial performance.
Financial PerformanceHolcim delivered a good set of consensus-beating results, with recurring EBIT and FCF exceeding targets and supporting a substantial dividend increase.
Strategic GrowthHolcim targets a 50/50 split between materials and solutions businesses by 2030, signaling a clear focus on solutions growth through M&A.