Sika (SIKA) Investor Day 2026 summary

Growth priorities and innovation

• Annual R&D investment of CHF 280 mn, supported by 1,800+ specialists, 16 global technology centers and 100+ local facilities; products less than five years into service generate 23–25% of sales and typically add 3–5 pp to material margin.

• Five core technologies serve eight target markets in a CHF 100 bn industry, with adhesive systems addressing six target markets.

• Akkim broadens the adhesive and sealant portfolio, manufacturing footprint, distribution access and reach in Central Asia, Eastern Europe, the Middle East and North Africa.

• Akkim sales are expected to double from CHF 220 mn in 2025 to CHF 440 mn within five years, supported by channel expansion and complementary products.

Technology platforms and commercial traction

• Purform, a patented in-house polyurethane platform, supports sealants, adhesives, foams and coatings; benefits include longer application seasons, faster construction cycles, durability and odorless, VOC-free products.

• Purform sales exceed CHF 250 mn annually, with 12% CAGR in 2021–2025; five product families are sold across EMEA, Asia/Pacific and the Americas.

• Curing-by-design delivers over 3x longer workability and 10x more strength; potential customer savings reach 75% on cost and 90% on time.

• Curing-by-design applications target faster vehicle assembly, shorter rail installation and return-to-service times, and more flexible industrial processes.

Fast Forward savings and investment

• Fast Forward is on track for CHF 80 mn of 2026 benefits; expected total benefits are CHF 150–200 mn, against CHF 108 mn of one-time costs and CHF 120–150 mn of investments.

• Structural adjustments target up to CHF 110 mn in recurring annual savings by 2027; CHF 86.2 mn of one-time costs were recognized in EBITDA in 2025.

• CHF 120–150 mn of investments are planned for 2026–2028, targeting CHF 70–90 mn in annual benefits by 2028; digital initiatives focus on customer value, supply-chain excellence and innovation.

• Digital benefits are expected to materialize mainly from 2027, through connected supply chains, digital sales support, digital labs and new business models.

• The EBITDA margin bridge targets 20–23% in 2028, versus 18.2% in 2023, with growth leverage, material margin, management, operational efficiency and M&A as drivers.