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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Cementir Holding
Cementir Holding (CEM) investor relations material
Cementir Holding Investor presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Investor presentation summary9 Oct, 2026
2025 profile and market position
FY25 reported revenue €1.64bn (-2.8% YoY), EBITDA €439.5m (+7.9%) and net cash €465m, up €175m YoY.
ROCE was 19.5% and ROE 10.6%; cement capacity was 12.5m tonnes and headcount 2,987, with capacity and employee figures adjusted for the Kars disposal.
Operating footprint included 10 cement plants, 59 terminals, 34 quarries and 101 RMC plants; 2025 sales were 8.4mt grey cement, 2.6mt white cement and 4.3m m³ RMC.
White cement capacity was 3.3mt, with sales in 80+ countries and 25% of global traded flows; 2025 exports represented ~40% of white cement and clinker volumes sold.
Industrial plan and investment
2028 targets: revenue ~€1.95bn and recurring EBITDA ~€460m, with 2026–28 CAGRs of 6–7% and 4.7%, respectively; EBITDA margin target 23.6%.
Plan assumptions include cement volume CAGR of 2–3%, RMC and aggregates volume growth of 1% each, and prices generally tracking local inflation; currency volatility and ~130,000 tonnes of annual CO₂ allowance shortfall weigh on outlook.
Cumulative 2026–28 capex is €386m, including €77m for sustainability; planned cash generation is ~€330m, with dividend payout ratio of 20–25%.
Completed 100% acquisition of Nymølle on July 1, 2026, at DKK 900m enterprise value; expected synergies are ~DKK 30m within 24 months.
Decarbonization and ESG
2030 targets include 29.3% lower Scope 1 and 2 emissions per tonne of cementitious material and 23.0% lower emissions per tonne of purchased clinker and cement, both vs. 2021 and SBTi-validated.
By 2030, grey cement emissions target is 418 kg CO₂/TCE (-42% vs. 2020) and white cement 730 kg CO₂/TCE (-20%); net-zero value-chain emissions target is set for 2050.
FUTURECEM offers ~30% CO₂ reduction vs. ordinary Portland cement; D-Carb products target ~10–20% lower footprint than reference Aalborg White CEM I.
ACCSION targets 1.5mt of annual CO₂ capture, with operations expected from 2030; EU Innovation Fund grant is €220m and Danish operating subsidy is €117 per tonne captured for 15 years.
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Latest events from Cementir Holding
- 2023 EBITDA reached a record as the 2026 plan targets ~€600m net cash.CEM
H2 2023 - EBITDA and net cash rose in 2025, with ambitious growth and sustainability targets set for 2028.CEMInvestor presentation
- Q2 recovery offset weak Q1; guidance confirmed, cash and Danish aggregates platform strengthened.CEMQ2 2026
- Severe winter and currency devaluation drove Q1 profit down, but guidance and cash remain strong.CEMQ1 2026
- EBITDA up 7.9% and net cash surged, with strong growth and sustainability targets for 2026–2028.CEMQ4 2025
- EBITDA and net profit declined on currency and one-off events, but guidance is reaffirmed.CEMQ2 2025
- Volumes up, profits down; 2024 targets and sustainability investments remain on track.CEMQ3 2024
- Sales volumes up, revenue and EBITDA down, net profit rises; 2024 revenue guidance cut to €1.7bn.CEMH1 2024
- Stable revenue and EBITDA, profit before taxes fell; 2025 guidance and sustainability focus confirmed.CEMQ1 2025
Next Cementir Holding earnings date
Q3 20265 Nov, 2026
Cementir Holding
Next Cementir Holding earnings date
Q3 20265 Nov, 2026
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Frequently asked questions
Cementir Holding N.V. is active in the manufacturing and distribution of building materials, specializing in white cement. With its headquarters now in the Netherlands, the company operates in 18 countries across five continents, offering a diversified portfolio that includes grey cement, ready-mixed concrete, aggregates, and concrete products. Cementir is renowned for its innovative solutions in the building materials sector, serving customers in more than 70 countries. The company is the leading producer of cement in Denmark and of ready-mix concrete in Scandinavia, and it holds a significant position in the Turkish market as well. It also plays a crucial role in the processing of urban and industrial waste. The company is headquartered in Amsterdam, the Netherlands, and its shares are listed on the Borsa Italiana.