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    Pujarini Ghosh • AB Bernstein

    Pujarini Ghosh's questions to HOLN leadership

    Pujarini Ghosh's questions to HOLN leadership • H1 2025

    Question

    Pujarini Ghosh of AB Bernstein inquired about the expected pricing progression in H2, the rationale behind the wide 6-10% EBIT growth guidance, and the actual price premium being realized for sustainable, low-carbon products.

    Answer

    CEO Miljan Gutovic stated that H2 pricing is expected to be in the low to mid-single digits. He explained the wide guidance range reflects the company's ambition to overachieve. Regarding sustainable products, he noted a 'modest' price premium, with significant margin expansion driven by lower production costs due to Holcim's formulation expertise.

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    Pujarini Ghosh's questions to HOLN leadership • Q2 2025

    Question

    Pujarini Ghosh of AB Bernstein inquired about the pricing outlook for H2, the rationale behind the wide 6-10% EBIT growth guidance, and the observed price premium for low-carbon products.

    Answer

    CEO Miljan Gutovic projected low to mid-single-digit pricing for the year, with the 6-10% EBIT guidance reflecting an ambition to overachieve. He confirmed a modest price premium on sustainable products, noting that cost reductions from production know-how are the primary driver of margin expansion.

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    Pujarini Ghosh's questions to HOLN leadership • H1 2025

    Question

    Pujarini Ghosh of AB Bernstein inquired about the pricing outlook for H2, the rationale behind the wide 6-10% EBIT growth guidance, and the actual price premium being realized for sustainable products.

    Answer

    CEO Miljan Gutovic projected low-to-mid single-digit pricing for the full year and explained the guidance range reflects a commitment to over-proportional EBIT growth. He noted that for sustainable products, the key benefit is margin expansion driven by lower production costs due to formulation know-how, rather than just a modest price premium.

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