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TITAN S A (TTCIF) Q4 2025 Earnings Call Transcript

Seeking Alpha

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⚡ Quantum Brief

Titan Group unveiled Titan Forward 2029, its new five-year strategy endorsed by its board and core shareholders, replacing the Growth 2026 plan delivered a year early. The framework prioritizes three pillars: market-leading growth in U.S. cement/aggregates, global alternative cementitious materials, and low-carbon/digital innovation. Financial results for Q4 2025 were presented by CEO Marcel Cobuz and CFO John Ioannou, emphasizing strategic execution. Key focus areas include scaling precast operations in Europe and the U.S. and accelerating decarbonization through technology investments. The company highlighted alternative cementitious materials as a critical growth driver, aiming to reduce carbon intensity while expanding its global footprint. This aligns with broader industry shifts toward sustainable construction solutions. Digital transformation was underscored as a priority, with investments in AI, automation, and quantum-ready infrastructure to optimize supply chains and production. Precast innovation remains central to Titan’s expansion in high-growth markets. Analysts from Eurobank Equities and KBC Securities participated in the call, probing execution risks and capital allocation. Leadership reaffirmed confidence in hitting 2029 targets despite macroeconomic pressures.

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SA Transcripts159.06K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call TITAN S A (TTCIF) Q4 2025 Earnings Call March 19, 2026 10:00 AM EDT Company Participants Marcel Cobuz - Executive DirectorJohn Ioannou - Group Chief Financial OfficerSpyros Kamizoulis - Head of Investor Relations Conference Call Participants Stathis KaparisMarios Bourazanis - Eurobank Equities Investment Firm S.A., Research DivisionArthus PIOTNestoras KatsiosJohn RolfeWim Hoste - KBC Securities NV, Research Division Presentation Operator Ladies and gentlemen, thank you for standing by. I am Maria, your Chorus Call operator. Welcome, and thank you for joining the Titan Group conference call and live webcast to present and discuss the full year 2025 results. Please note, this call and presentation is intended for analysts and investors only. [Operator Instructions] And the conference is being recorded. [Operator Instructions] At this time, I would like to turn the conference over to Mr. Marcel Cobuz, Chair of the Group Executive Committee; and Mr. John Ioannou, Group CFO. Mr. Cobuz, you may now proceed. Marcel CobuzExecutive Director Good afternoon. Hello, everyone, and welcome. I'm Marcel Cobuz, I'm joined here by John Ioannou, our Group Chief Financial Officer; and by Spyros Kamizoulis, our Investor Relations Head. John will take you through the financials after my opening remarks, and then the 3 of us look forward to your questions. Let me start with Titan Forward 2029, the strategic framework for everything we are reporting today. November last year, at our Investor Day in Athens, we discussed, we unveiled Titan Forward 2029, fully endorsed by our Board and our long-term core shareholding family. Building on our Growth 2026 strategy delivered 1 year ahead of schedule, Titan Forward 2029 has 3 clear priorities: one, above market growth in core cement and aggregates, particularly in the U.S.; second, scaling an integrated global alternative cementitious materials platform; and third, innovating on low-carbon and digital technologies, scaling precast in both Europe and U.S. and advancing

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