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Milan Gudović | Holcim CEO: Concrete, AI and Europe's Housing Crisis | Podcast | In Good Company, Sonic AI
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Holcim CEO: Concrete, AI and Europe's Housing Crisis | Podcast | In Good Company
In Good Company
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Jun 24, 2026
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33:51
Interview
Holcim CEO: Concrete, AI and Europe's Housing Crisis | Podcast | In Good Company
From
In Good Company
Nikolaj Tangen
(CEO, Norges Bank Investment Management, In Good Company)
•
Miljan Gutovic
(Guest)
•
Milan Gudović
(CEO, Holcim)
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Executive Summary
Holcim has strategically repositioned itself by spinning off its North American business to sharpen its focus on high-growth, high-margin markets, particularly in Europe and Latin America.
The company has successfully integrated sustainability into its core business model, developing eco-friendly products that offer both cost advantages and command price premiums, driving profitable growth.
Holcim is poised to capitalize on major secular trends, including Europe's housing shortage and infrastructure needs, and rapid urbanization and government-led construction projects in Latin America, especially Mexico.
Innovation is a key operational lever, with a public target to achieve 200 million Swiss francs in net benefits from AI by 2028, primarily through predictive maintenance and enhanced efficiency.
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Strategic Repositioning and Geographic Focus
Sustainability as a Profitable Growth Engine
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