Holcim

Holcim continues to extend its footprint in the materials sector from its Zug headquarters. The company's resilience, supported by 60k employees and an annual revenue near $29B, makes it a structural reference for investors and partners across Europe.

Talent density and engineering culture have become a quiet competitive moat, particularly as the sector consolidates around fewer global champions.

“Holcim is, in its category, exactly the kind of compounding regional champion the next decade of capital allocation will reward.”

Governance upgrades and a more transparent disclosure cadence are gradually narrowing the historical valuation gap with global peers.