Heidelberg Materials (HEI) CMD 2025 summary

Strategic direction, vision, and market outlook

• Aims to lead the global transition to decarbonized, tech-driven heavy building materials, leveraging first-mover advantage in carbon capture and net-zero products like evoZero.

• Identifies five major growth waves: energy transition, infrastructure, housing, defense, and digitalization, with significant capital investment expected.

• Pursues disciplined strategy with portfolio optimization, bolt-on acquisitions, disposals, and a balance of local roots and global connectivity.

• Emphasizes leveraging global platforms in sustainability, digitalization, and technical excellence to drive efficiency and value.

• Maintains financial discipline, proactive self-help, and consistent delivery on ambitious targets.

Decarbonization, sustainability, and innovation

• Sets 2030 targets: less than 400 kg CO2 per ton of cementitious material, over 50% alternative fuel rate, over 50% sustainable revenue, and 64% clinker incorporation rate.

• Decarbonization is a core business opportunity, with evoZero and Brevik as flagship projects and a robust CCUS pipeline across multiple countries.

• Launches evoZero, scaling production from 100kt in 2025 to 1,350kt by 2030, marketed with robust assurance and traceability systems.

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

• Automated EPDs and digital solutions accelerate low-carbon product sales and customer competitiveness.

Digital transformation and operational efficiency

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

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

• Automation, remote operations (HROC), and autonomous trucks are being scaled across plants and quarries.

• AI-powered batching and mix optimization reduce overdesign and material costs, with global rollout planned.

• Transformation Accelerator program targets €500 million in recurring savings by end of 2026 through automation and digitalization.