THE GLOBAL CEMENT INDUSTRY

MARKET ANALYSIS IN THE LIGHT

In addition to a comprehensive view of the sector's environment and demand (macroeconomic factors, changes brought about by digital transformation and ecological transition, etc.), the study provides our exclusive analysis of the past evolution of the global cement industry and its prospects.

COMPANIES' BUSINESS STRATEGIES

Participation in the decarbonization movement in heavy industry, restructuring, expansion into more dynamic geographical areas, opportunities to expand its asset portfolio, diversification into new growth areas, etc.: the report details the growth levers prioritised by the world leaders in the cement industry, after analysing their main strengths and weaknesses.

EXPLANATION OF THE CHANGES IN THE COMPETITIVE LANDSCAPE

This report also provides an individualised and aggregated financial analysis of the operators' financial performance. In particular, it deciphers the evolution of sales and operating profit rate for the analysed companies.

1. EXECUTIVE SUMMARY

SUMMARY AND KEY PAGES OF THE REPORT

The summary provides all the elements needed to understand the major trends in the sector and foreseeable developments, drawing on analyses of the market outlook and the strategies of the companies..

2. MARKET FUNDAMENTALS

SCOPE OF THE REPORT

OVERVIEW

BUSINESS FUNDAMENTALS

3. THE MARKET AND LEADERS' ACTIVITY

SECTORAL ENVIRONMENT

• Overview

• Economic factors

• Ecological and technological factors

• Socio-demographic trends

THE GLOBAL CEMENT MARKET

• The demand

• The supply

• Prices

• Production costs

• International trade

ACTIVITY AND PERFORMANCE OF THE LEADERS

• Revenue

• Operating profit margin

• Geographical presence of leaders

• Individual activity and performance

4. COMPETITION AND LEADERS' STRATEGIES

COMPETITIVE ENVIRONMENT

• Porter's 5 forces (Overview)

• Competitive intensity

• Government

• Threat of substitutes

LEADERS' STRATEGIES

• Overview

• Participating in the decarbonisation of heavy industry

• Restructuring initiatives

• Expansion into more dynamic regions

• Seising opportunities to expand asset portfolios

• Diversifying into new growth areas

5. SOURCES

6. ANNEXES

7. FORCES AT WORK

• Ranking of the 10 world leaders in the global cement industry

• Key performance indicators of the 10 leaders (revenue growth and EBIT rate)

• SWOT analysis of the 10 leaders

8. LEADERS' PROFILES

• Anhui Conch Cement

• Cemex

• CNBM

• CRH

• Heidelberg Materials

• Holcim

• Huaxin Cement

• TCC Group Holdings

• UltraTech Cement

• Votorantim Cimentos

Anhui Conch Cement

Cemex

CNBM

CRH

Heidelberg Materials

Holcim

Huaxin Cement

TCC Group Holdings

UltraTech Cement

Votorantim Cimentos