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CRH (NYSE:CRH) 2025 Earnings Call Presentation
CRHCRH(US:CRH)2025-09-30 13:00

CRH's Overall Strategy and Performance - CRH aims to be the leading compounder of capital, driven by growing megatrends and its winning way[33] - The company has a proven track record of superior value creation, with revenues of $35.6 billion and adjusted EBITDA of $6.9 billion in 2024[25] - CRH's annualized TSR (Total Shareholder Return) since 1970 is 16.2%[29] - CRH is raising its ambition and maximizing value creation with 2030 financial targets[12] Growth and Capital Allocation - CRH has ~$40 billion in financial capacity for growth investments and shareholder returns from 2026-2030[134] - The company plans to allocate ~70% of its financial capacity to growth investments and ~30% to shareholder returns[134] - CRH has a strong M&A track record, with >320 acquisitions from 2015-2025, primarily bolt-on acquisitions[116] Market Positions and Opportunities - CRH is the 1 infrastructure player in North America, with leading positions in high-growth markets[12] - The company is aligned with growing megatrends, including infrastructure, transportation, water, and reindustrialization[33] - CRH has a $41 billion total addressable market in water infrastructure[461] Financial Targets - CRH's 2030 financial targets include 7% to 9% revenue growth, 22% to 24% adjusted EBITDA margin, and >100% adjusted free cash flow conversion[145]