Amrize to deliver next phase of value creation as standalone company

Amrize will present its business, growth strategy, capital allocation priorities and mid-term financial targets at its investor day in New York, ahead of the planned spin-off from Holcim expected by the end of the first half of 2025.

Jan Jenisch, Chairman of Holcim: “Today is an exciting milestone towards the planned listing of our North American business, as we formally introduce Amrize to investors. With our track record of profitable growth, strong financial position, market-leading operations and broad range of advanced building solutions, we aim to be the partner of choice for our customers and to unlock value for all our stakeholders.”

Amrize’s unique investment case is underpinned by five strategic drivers: 100% focus on the North American market

Amrize will be the largest building solutions company focused exclusively on the North American market, offering its customers a broad range of advanced building solutions from foundation to rooftop. As the North American construction market grows with a projected $2 trillion of spending per year, Amrize will uniquely serve all construction markets across infrastructure, commercial and residential and from new build to repair and refurbishment.

Unparalleled footprint and resources

With over 1000 sites across North America, Amrize has market-leading operations with a highly efficient and extensive distribution and logistics network to best serve customers in every US state and Canadian province. Its strong mineral reserves and unparalleled footprint in the most attractive and growing markets position Amrize for long term growth.

Successful track record of value creation

Amrize has a track record of superior performance and value creation with above market growth, continuous margin expansion and leading cash generation. In 2024, Amrize generated US$11.7 billion in revenue, a 13% CAGR from 2021; and achieved $3.2 billion in adjusted EBITDA, a 16% CAGR since 2021, with an overall 27.2% adjusted EBITDA margin. Amrize generated US$1.7 billion in Free Cash Flow in 2024, a 15% CAGR since 2021, and has consistently delivered more than 50% cash conversion each year. Amrize has completed 35 value accretive acquisitions since 2018 across Building Materials and Building Envelope.

Unlocking our next phase of growth

Amrize has a growth-focused strategy to sustain outperformance. It will focus on serving the most attractive markets with a range of value-added solutions, while pursuing market-based pricing and operational synergies to drive margin expansion. Amrize will invest in organic and inorganic growth, with a capital allocation strategy to drive growth and outperformance.

Driving shareholder value

Amrize is planning to maintain a strong balance sheet with a solid investment-grade credit rating and significant liquidity. It expects to be rated BBB+, outlook stable by S&P and Baa, outlook stable by Moody's. Amrize has successfully secured the financing required for the spin-off with a US$5.1 billion bridge loan and a US$2 billion committed credit facility. The company will maintain a growth-focused capital allocation strategy to prioritize investments in the business, value accretive M&A and superior shareholder returns. At the Investor Day, Amrize will present its mid-term financial targets.

Read the article online at: https://www.worldcement.com/the-americas/25032025/amrize-to-deliver-next-phase-of-value-creation-as-standalone-company/