Financial Data and Key Metrics Changes - The company reported record sales of CHF11.24 billion, marking a 14.5% growth in local currency and a 7.1% increase in Swiss francs [76][80] - The underlying profitability improved significantly, with a material margin expansion from 49.4% to 53.6%, an increase of 420 basis points [80] - Operating free cash flow reached a record CHF1.373 billion, up almost 60% from the previous year [77][30] - Net profit declined by 8.6% to CHF1.062 billion, while reported EBIT was CHF1.55 billion, a 1.9% decrease compared to the previous year [76][78] Business Line Data and Key Metrics Changes - The organic growth was 1.2% despite a negative market environment, with a clear improving volume trend throughout 2023 [81] - The acquisition of MBCC contributed significantly to top-line growth, adding 13.3% to the overall sales growth [81] - Other operating expenses increased by 31%, largely due to extraordinary one-time costs related to the MBCC acquisition [82] Market Data and Key Metrics Changes - The U.S. remains the largest single market, contributing 20% of revenue, while China accounts for 10% [13] - Emerging markets are catching up, with 41% of revenue coming from these regions, indicating a balanced growth strategy [37] - The company is optimistic about India’s infrastructure investments, which are expected to drive future growth [25] Company Strategy and Development Direction - The company aims for a 6% to 9% CAGR in local currency growth, focusing on market penetration and leveraging its strong brand [50][27] - The strategy includes expanding into key markets where significant infrastructure investments are occurring, such as the U.S. and India [15][25] - The company emphasizes innovation and sustainability, with 108 new patents and a commitment to reducing CO2 emissions [31] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the growth potential driven by megatrends such as population growth and urbanization [26][48] - The company is well-positioned to benefit from the reshoring trend in the U.S., which is expected to create significant infrastructure opportunities [24] - Management highlighted the importance of digitalization in construction, aiming to integrate more digital tools into their processes [61] Other Important Information - The company has made significant investments in expanding its footprint, including new factories in India and expansions in the U.S. [32][33] - The integration of MBCC is progressing well, with CHF41 million in synergies already realized within eight months [30][49] - The company is committed to maintaining a strong workplace culture and diversity, emphasizing equal opportunity for all employees [66][71] Q&A Session Summary Question: What is the material margin assumption on your guidance? - The company aims for a material margin of 54% to 55%, having achieved 53.6% for the whole year, with expectations for a flattish development going forward [21] Question: How much of the growth potential is at risk if Donald Trump returns to the White House? - Management noted that the U.S. is in a reshoring phase, with significant projects underway, indicating a positive momentum that should continue regardless of political changes [24] Question: Would Sika consider a spin-off similar to Holcim's U.S. business separation? - Management stated that such a move would weaken the company, emphasizing the benefits of their global diversity and integrated business model [28]

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Sika AG (OTCPK:SXYAY) Q4 2020 Earnings Conference Call February 19, 2021 4:00 AM ET Company Participants Paul Hälg - Chairman Paul Schuler - Chief Executive Officer Thomas Hasler - Head Global Business and Industry Dominik Slappnig - Head-Corporate Communication & Investor Relation Adrian Widmer - Chief Financial Officer Christoph Ganz - Regional Manager Americas Ivo Schädler - Regional Manager, EMEA Mike Campion - Senior Vice President, Concrete Conference Call Participants Markus Mayer - Baader Bank Xinto ...

RECORD RESULTS FOR PROFIT AND CASH FLOW – SIKA STRONG IN YEAR OF CORONAVIRUS SIKA MEDIA AND INVESTOR PRESENTATION FEBRUARY 19, 2021 TABLE OF CONTENTS 7. Questions & answers All Highlights 2020 | --- | |----------------------------| | | | Paul Hälg, Chairman | | Paul Schuler, CEO | | Paul Schuler, CEO | | Adrian Widmer, CFO | | Paul Schuler, CEO | | Paul Schuler, CEO | | Thomas Hasler, | | Christoph Ganz, Americas | | Ivo Schädler, EMEA | | Mike Campion, Asia/Pacific | 2 1. Sika ensures continuity 2. 3. Sika ...