Wienerberger (WIE) Investor presentation summary

Strategic evolution and business model

• Transitioned from a single-product company to a diversified, multi-solution provider in building materials, infrastructure, and renovation markets across Europe, North America, and India.

• Over 200 production sites in 24 countries, with more than 20,000 employees and a leading position in bricks, roof tiles, and pavers.

• Shifted focus to solutions for building envelopes and infrastructure, emphasizing innovation, sustainability, and automation.

• More than 50% of revenues now come from acquired businesses, enhancing resilience and scalability.

• Strong ESG commitment integrated into strategy, with clear sustainability targets for 2026.

Product and market highlights

• Leading provider in roof, wall, façade, and piping solutions, with significant market shares in Europe and Eastern Europe.

• Roof segment targets solar and energy solutions, with a total residential PV market of ~€2.5bn and pitched roof market of ~€6bn.

• Façade and wall solutions focus on sustainability, automation, and high lifecycle products with best-in-class CO2 footprint.

• Piping solutions address climate resilience, energy transition, and resource efficiency, with 675,000 km of pipes laid in 18 countries.

Financial performance and shareholder value

• 2025 revenues reached €4.6bn with a 16.5% operating EBITDA margin; strong cash flow and reduced net debt to €1.64bn.

• Dividend proposal for FY 2025 is €0.95 per share, with a payout ratio of 28% of free cash flow and ongoing share buyback programs.

• Operating EBITDA grew at a 7% CAGR since 2016, with a 5% CAGR in revenues and 15% CAGR in dividends.