Holcim Just Unlocked a Secret Weapon: ECOPlanet & ECOPact Premiumization!

Holcim Ltd’s half-year 2025 earnings reveal both strengths and challenges that construct a comprehensive investment thesis. On the positive side, Holcim has shown commendable growth in the first half of 2025, with robust net sales and recurring EBIT growth across its regions. The company’s margin expansion reaching 18.3%, attributed to their high-value strategy inclusive of scaling sustainable offerings, emphasizes their efforts toward profitability. Moreover, Holcim’s continued commitment to a strong investment-grade balance sheet is evident, providing them with the flexibility to invest in profitable growth and shareholder returns. They have successfully closed 11 M&As, further strengthening their presence in attractive markets, which suggests a proactive approach toward growth through strategic acquisitions.