Conferences & Events
12th Annual Industrials Conference
1 October 2020
Davy hosted its 12th Annual Industrials Conference, featuring the key names in the European buildings materials sector.
These included CRH, LafargeHolcim, HeidelbergCement, Cemex, Kingspan, Saint-Gobain, Buzzi Unicem and Breedon.
Key take-outs for us were:
- continued good trading in Q3, driven by self-help and the positive price-cost spread;
- the resilience of pricing across all regions but especially in Europe and the US;
- a greater emphasis on portfolio optimisation and financial discipline when it comes to M&A; and
- a clear acceleration in sustainable investment and product innovation. While the sector appears to have weathered the storm and H2 looks promising, visibility remains low and commentary on 2021 was guarded.
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