
Compagnie de Saint-Gobain S.A. (OTCPK:CODYY) Analyst/Investor Day October 6, 2025 8:00 AM EDT
Company Participants
Carmen Bodden
Mike Chaldecott
Joanna Czynsz-Piechowiak – Chief Executive Officer of Saint-Gobain Poland
Marco Corrales
Maud Thuaudet – Chief Financial Officer
B. Bazin – Chairman & CEO
Mark Rayfield – Senior VP & CEO of North America and Asia-Pacific
David Molho – Senior Vice-President & CEO of Northern Europe
Thierry Bernard – CEO of Southern Europe – Middle East & Africa
Camille Harrissart – CEO of Latin America
N. Sreedhar – Senior VP & CEO Asia-Pacific & India Region
Vivien Dardel – Head of Financial Communication & Investor Relations
Conference Call Participants
Cedar Ekblom – Morgan Stanley, Research Division
Arnaud Pinatel – On Field Investment Research LLP
Elodie Rall – JPMorgan Chase & Co, Research Division
Ephrem Ravi – Citigroup Inc., Research Division
Ebrahim Homani – CIC Market Solutions, Research Division
Pujarini Ghosh – Sanford C. Bernstein & Co., LLC., Research Division
Benjamin Rada Martin – Goldman Sachs Group, Inc., Research Division
Harry Goad – Joh. Berenberg, Gossler & Co. KG, Research Division
William Jones – Rothschild & Co Redburn, Research Division
Glynis Johnson – Jefferies LLC, Research Division
Presentation
Unknown Executive
Welcome to you all. We are four of the country CEOs, and we are delighted to be kicking off the Capital Markets Day.
Carmen Bodden
Hello, everyone, in the audience and online. I’m Carmen Bodden, President of CertainTeed’s Roofing Products Group in the U.S.A. In North America, we are building on our strong momentum. I actually had the pleasure of hosting some of you at our Norwood Roofing plant 2 years ago. Since then, we have grown our market share, cross-selling with siding and adding GCP waterproofing membranes. We have invested in state-of-the-art technologies to support our customers. We take full ownership and employee engagement is at a record high.
Mike Chaldecott
I’m Mike Chaldecott, the CEO for Saint-Gobain in