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miljan gutovic

T2 · manager / operator

Miljan Gutovic is a civil engineer with a PhD in material science who previously ran Holcim's Europe region for 5 years before becoming CEO. He led the North American spin-off and drives the company's sustainability and innovation strategy.

1 call·1 name·100% bull·last heard 3 months ago·In Good Company with Nicolai Tangen
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

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$HOLNHolcimposition

Holcim CEO: Sustainability driving profitable growth with 430bps margin expansion in Europe

Holcim's decarbonization and circular construction investments have increased European profits by 430 basis points over 5 years despite economic challenges; eco-friendly products now represent over 1/3 of sales with cost advantages from alternative raw materials and fuels. The spin-off of North America unlocks focus on 40 attractive markets, while AI-driven predictive maintenance targets 200M CHF net benefits by 2028. Norwegian Sovereign Wealth Fund holds nearly 2% stake.

In Good Company with Nicolai Tangen2026-06episode →

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  • $HOLN

recurring themes

  • Housing1
  • Energy & Power Generation1
  • Advanced Manufacturing1
  • AI Infrastructure1
1 total
$HOLN
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Holcim
HIGHmiljan gutovic·In Good Company with Nicolai Tangen·3 months ago·Holcim CEO: Concrete, AI and Europe's Housing Crisis | Podcast | In Good Company· position
Holcim CEO: Sustainability driving profitable growth with 430bps margin expansion in Europe
Holcim's decarbonization and circular construction investments have increased European profits by 430 basis points over 5 years despite economic challenges; eco-friendly products now represent over 1/3 of sales with cost advantages from alternative raw materials and fuels. The spin-off of North America unlocks focus on 40 attractive markets, while AI-driven predictive maintenance targets 200M CHF net benefits by 2028. Norwegian Sovereign Wealth Fund holds nearly 2% stake.
"Last 5 years, one of the best performing regions in our portfolio was Europe. Despite all economical challenges, market conditions, in the last 5 years we have managed to increase…"
1:54
8
Housingtailwind
Europe faces 10M home shortage with permitting recovery signaling near-term construction rebound
Europe is missing close to 10 million homes, but permitting approvals have accelerated sharply in the last two months across key markets, while the EU's affordable housing plan and simplified permitting rules should boost supply and investment.
8
Energy & Power Generationtailwind
Cement decarbonization via alternative fuels turns waste into energy, cutting CO2 and costs simultaneously
Holcim gets paid to take waste materials, processes them into fuel substitutes, reducing both fossil fuel use and CO2 emissions while lowering costs — demonstrating sustainability as a profit driver rather than a cost burden in heavy industry.
7
Advanced Manufacturingtailwind
Latin America construction boom driven by urbanization, mining, and Mexico's 1.8M home pledge
Latin America delivers Holcim's highest EBIT margins; Mexico's new government targets top-10 economy status by 2030 with 1.8M homes in 5 years, while Peru's mining and agriculture investments fuel demand — a structural growth market with a unique self-builder retail model (2,500 Disensa shops).
7
AI Infrastructuretailwind
Holcim targets 200M CHF AI benefits by 2028 via predictive maintenance across 24/7 cement plants
Holcim deploys proprietary AI algorithms on massive factory sensor data to predict equipment failures, enabling planned shutdowns and maintenance optimization without headcount reduction — a scalable industrial AI use case with quantified ROI.