John Bell's questions to Amrize (AMRZ) leadership • Q2 2025
Question
John Bell from Deutsche Bank requested more color on the lead indicators for the European residential market recovery and asked for details on the benefits and expansion targets for the Disensa network.
Answer
CEO Miljan Gutovic reiterated his earlier comprehensive answer on the Disensa network, emphasizing its strategic role as a one-stop-shop to accelerate building solutions sales. On European residential markets, he noted strong signs in Eastern and Southern Europe and healthier permitting numbers in Germany, though a significant recovery there is expected more in H1 2026. He mentioned France and the UK remain soft, but the UK government has announced new funding.