Heidelberg Materials (HEI) CMD 2025 summary

Strategic direction, vision, and market outlook

• Strategy 2030 aims for accelerated growth and profitability, leveraging global megatrends like energy transition, infrastructure, housing, defense, urbanization, and digitalization, with significant capital investment expected.

• Pure-play strategy in core heavy building materials, optimizing the portfolio through disciplined acquisitions, disposals, and a balance of local roots with global connectivity.

• Global advantage built on sustainability, digitalization, and technical excellence, supported by a high-performance, entrepreneurial team.

• Track record of profitable growth and over-delivery on previous targets sets a strong foundation for future ambitions.

• Collective strength and a cultural shift drive innovation, resilience, and rapid adaptation to change.

Decarbonization, sustainability, and innovation

• Decarbonization is a core business opportunity, not just a regulatory response, with evoZero and Brevik as flagship projects.

• 2030 targets: net CO2 emissions below 400 kg per ton, over 50% alternative fuel rate, and more than 50% revenue from sustainable products.

• evoZero, the world's first fully decarbonized cement, is being scaled globally, with production ramping from 100kt in 2025 to 1,350kt by 2030.

• Brevik is the world’s first industrial-scale carbon capture cement plant, providing operational experience and a blueprint for global scaling.

• Digital platforms enable accurate CO2 accounting, virtual product sales, and customer value creation through green premiums and financing benefits.

Digital transformation and operational efficiency

• Centralized, cloud-based digital platforms (e.g., Command Alkon, HConnect, Giatec) are being rolled out to drive efficiency, AI adoption, and customer connectivity.

• Digitalization enables significant P&L impact, with €50 million in annual benefits targeted from North American digital initiatives and global scaling planned.

• Automation, remote operations, and AI-driven process optimization are being scaled globally, with HROC and autonomous trucks enhancing efficiency.

• Automated EPDs and digital sales channels accelerate low-carbon product adoption and enhance customer competitiveness.

• Transformation Accelerator program targets €500 million in recurring savings by 2026 through automation, digitalization, and process standardization.