The Q2 / half year reporting season for the nine companies that we publish forecasts for starts on Thursday 29 July, with five of the companies due to report on that day (Heidelberg, Titan, Martin Marietta, Cemex and Saint-Gobain). Vicat, who we follow but don’t publish forecasts for, is also due to report on that…

• Comparison of 15 global cement companies Q1 Results. This note compares the performance in the first quarter of 2021 of 15 of the largest cement companies globally. These include six global companies headquartered in the developed world (Buzzi, CRH, Heidelberg, LafargeHolcim, Titan and Vicat) and three headquartered in emerging markets (Argos, Cemex and Votorantim).…

Margins at region and country level

Cemex, Heidelberg and Lafarge Holcim: ROCE, EBITDA margins at Group level. Separate analyses of cement and aggregates businesses profitability