Sika is the global leader in specialty chemicals for construction (concrete admixtures, waterproofing, sealants, flooring) and industrial applications. The MBCC acquisition integration is delivering synergies above original plan, and pricing power remains strong in specialty additives. Emerging markets (Latin America, Southeast Asia) are structural infrastructure investment plays. US Inflation Reduction Act and EU Next Generation infrastructure spending drive multi-year demand tailwinds. Mid-to-high single digit organic growth with continued margin expansion.
Signals scoped to CH · Company-specific tagging coming soon.