Early Achievement of 2030 Cement CO2e Intensity Goal and Enhanced Sustainability Reporting
Company met its 2030 midterm cement CO2e intensity goal early, demonstrating significant progress in sustainability.
Progress includes separating cement GHG emissions by fuel and process for the first time in the latest report.
Company invested in Terra CO2 to develop low-carbon supplementary cementitious materials, aiming to meet future cement demand with reduced carbon footprint.
Management emphasized ongoing efforts to improve efficiency and sustainability, viewing current progress as the early stages of a long-term initiative.
Portfolio Transformation and Focus on High-Growth Infrastructure Vertical
The company has divested the Thermal Management business and acquired Trachte and EPG, reshaping its portfolio to focus on high-growth infrastructure verticals such as power utilities, data centers, and renewables.
Infrastructure now accounts for over 40% of sales, with data centers and power utilities each approximately 20%.
The transformation aims to balance short-cycle and long-cycle businesses, positioning the company for accelerated growth and value creation.
Dafinchi