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Carlos Caburrasi

Research Analyst at Kepler Cheuvreux

Carlos Caburrasi Ortega is an Equity Research Analyst at Kepler Cheuvreux, based in Madrid, specializing in equity research across various sectors including technology and financial services. He covers specific companies such as Amrize Ltd. and AIA Group, with his research featured in earnings reports and analyst coverage lists, though detailed performance metrics like success rates or rankings on platforms such as TipRanks are not publicly available in current sources. Caburrasi brings prior professional experience to his current role at Kepler Cheuvreux, though exact previous firms and join date remain unspecified; his credentials include standard qualifications for equity research analysts in Europe, with no specific FINRA registrations or securities licenses noted.

Carlos Caburrasi's questions to Amrize (AMRZ) leadership

Question · Q4 2025

Carlos Caburrasi inquired about Amrize's expected CapEx investments for the remainder of the decade, asking if the $900 million planned for 2026 represents a further acceleration, a flat trend, or a front-loaded performance that will normalize closer to 2030.

Answer

Chairman and CEO Jan Jenisch expressed satisfaction with the opportunity to invest in the business, noting that the $900 million CapEx for 2026 is a significant increase, more than doubling growth CapEx. He indicated that the focus is on executing and commercializing current projects, and future CapEx plans beyond 2026 will be assessed later in the year.

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Question · Q4 2025

Carlos Caburrasi inquired about Amrize's expected CapEx investments for the remainder of the decade, asking if the $900 million planned for 2026 signifies a further acceleration, a flat trend, or a front-loaded performance that will normalize closer to 2030.

Answer

Jan Jenisch, Chairman and CEO, expressed satisfaction with the opportunity to invest in the business, noting the $900 million CapEx for 2026 is a significant increase, more than doubling growth CapEx. He stated that this level is appropriate to support 2026 growth ambitions, and future CapEx plans will be assessed later in the year.

Ask follow-up questions

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