Q3 2025 Cementir Holding NV Earnings Call Transcript

Nov 6, 2025 / 05:00 PM GMT

Release Date Price: €14.08 (-6.38%)

Transcript

Key Points

Positve

Cement volumes increased by 2.4%, driven mainly by growth in Turkey.
Aggregate volumes rose by 5.2%, indicating strong demand in certain regions.
The company maintained a strong net cash position of €198.5 million, an improvement of over €118 million year-on-year.
EBITDA in the Nordic and Baltic regions increased by 5.9%, supported by higher cement contributions and cost savings.
Cementir Holding NV received several recognitions for its ESG efforts, including being named among Europe's climate leaders.

Negative

Revenues were broadly stable, with a slight decline in EBITDA due to a €12.5 million negative currency effect and €2.7 million in non-recurring charges.
The company faced operational disruptions due to a fire in Belgium and technical issues in Egypt, impacting performance.
Domestic cement volumes in Belgium and France declined by around 7% due to weak demand and market slowdowns.
EBITDA in Turkey declined by 12.9%, primarily due to a 23% devaluation of the Turkish lira.
The residential market in North America continues to be affected by high prices and mortgage interest rates, leading to uncertainties.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

CEMI.MI - Cementir Holding NV
Q3 2025 Cementir Holding NV Earnings Call
Nov 06, 2025 / 05:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good evening. This is the Cos call conference operator.

Welcome and thank you for joining the achievement you holding first nine months 2025 results conference call.

As a reminder, all participants are in listen-only mode.

After the presentation, there will be an opportunity to ask questions. Should anyone need assistance during the conference call, they may signal an operator by pressing and 0 on the telephone. At this time, I would like to turn a conference over to Mr. Marco Maria Bianconi, head of M&A and investor relations. Please go ahead, sir.

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Unidentified_2 [2]
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