Saint-Gobain Launches Lead & Grow Strategy to Accelerate Global Growth and Strengthen Leadership in Sustainable Construction

Saint-Gobain Launches Lead & Grow Strategy to Accelerate Global Growth and Strengthen Leadership in Sustainable Construction

(IN BRIEF) Saint-Gobain has announced its new strategic plan Lead & Grow, building on the success of its previous Grow & Impact initiative. The plan aims to drive profitable growth between 2026 and 2030 through innovation, sustainability, and disciplined capital allocation. With €12 billion earmarked for investments and acquisitions, and an additional €8 billion to be distributed to shareholders, the Group is targeting an EBITDA margin of 15–18%, a ROCE above 13%, and steady sales growth across all regions. Emphasizing sustainability, Saint-Gobain plans to reduce CO₂ emissions by up to 45% by 2035 while expanding its exposure to high-growth regions and sectors such as infrastructure and non-residential construction. The strategy reinforces Saint-Gobain’s leadership in sustainable building solutions and its commitment to long-term value creation.

(PRESS RELEASE) COURBEVOIE, 7-Oct-2025 — /EuropaWire/ — Saint-Gobain, the global leader in light and sustainable construction, has unveiled its new strategic plan Lead & Grow, following the success of its previous Grow & Impact program. The plan is designed to elevate the Group’s trajectory of profitable growth, innovation, and shareholder value creation between 2026 and 2030. With strong market leadership across all regions and a decentralized, country-based model that aligns closely with local market needs, Saint-Gobain aims to accelerate its performance through targeted investments, enhanced sustainability, and a focus on high-growth sectors.

Under Lead & Grow, the Group plans to allocate around €12 billion to growth capital expenditures and acquisitions, complemented by a disciplined asset rotation strategy expected to represent more than 20% of sales by 2030. This approach will allow Saint-Gobain to strengthen its portfolio, increase its presence in high-potential segments such as non-residential construction and infrastructure, and maintain a balanced focus on both mature and emerging markets.

Financially, the Group has set ambitious new targets for 2026–2030, including average mid-single-digit sales growth in local currencies with market outperformance of 1–2 percentage points, an EBITDA margin of 15%–18%, a free cash flow conversion ratio above 50%, and a return on capital employed (ROCE) exceeding 13%. Approximately €8 billion will be returned to shareholders through dividends and share buybacks, reflecting Saint-Gobain’s commitment to sustained value creation.

Benoit Bazin, Chairman and Chief Executive Officer of Saint-Gobain, commented:
“As the worldwide leader in light and sustainable construction, Saint-Gobain is best positioned to address the sector’s key challenges through our full suite of innovative and sustainable solutions. With Lead & Grow, we are further strengthening our trajectory for growth, profitability, and value creation. Thanks to our strong local platforms and our teams’ expertise, we are ready to seize opportunities across all markets — from the demographic and urbanization-driven growth in Asia and emerging economies to the robust structural needs of North America and the recovery potential in Europe.”

Saint-Gobain’s strategic focus on integrated and sustainable construction solutions remains central to its growth model. Its product portfolio spans exterior and interior solutions, construction chemicals, adhesives, mortars, and consulting services. Around 75% of the Group’s sales already come from sustainable solutions, which collectively help avoid approximately one billion tons of CO₂ emissions over their lifecycle. The company has already reduced its own emissions by 34% since 2017 and targets a further 40%–45% reduction (Scope 1 and 2) by 2035, on the path to net zero by 2050.

The Group sees strong expansion opportunities in high-value sectors such as non-residential buildings (including healthcare, education, and data centers) and infrastructure (such as transport and energy). Its leadership in construction chemicals and country-based platforms — each managed by local CEOs and teams accountable for financial and operational performance — will remain key to driving growth. By 2030, Saint-Gobain expects high-growth regions such as North America, Asia-Pacific, and emerging countries to account for close to 60% of its total sales, up from 50% today.

Through Lead & Grow, Saint-Gobain continues to cement its role as the benchmark for sustainable and high-performance construction, combining global innovation with local strength to build the world of today and tomorrow responsibly.

Important disclaimer – forward-looking statements:
This press release contains forward-looking statements with respect to Saint-Gobain’s financial condition, results, business, strategy, plans and outlook. Forward-looking statements are generally identified by the use of the words “expect”, “anticipate”, “believe”, “intend”, “estimate”, “plan” and similar expressions. Although Saint-Gobain believes that the expectations reflected in such forward-looking statements are based on reasonable assumptions as at the time of publishing this document, investors are cautioned that these statements are not guarantees of its future performance. Actual results may differ materially from the forward-looking statements as a result of a number of known and unknown risks, uncertainties and other factors, many of which are difficult to predict and are generally beyond the control of Saint-Gobain, including but not limited to the risks described in the “Risks Factors” section of Saint-Gobain’s Universal Registration Document and the main risks and uncertainties presented in the half-year 2025 financial report, both documents being available on Saint-Gobain’s website (www.saint-gobain.com). Accordingly, readers of this document are cautioned against relying on these forwardlooking statements. These forward-looking statements are made as of the date of this press release. Saint-Gobain disclaims any intention or obligation to complete, update or revise these forward-looking statements, whether as a result of new information, future events or otherwise, except as required by applicable laws and regulations. This press release does not constitute any offer to purchase or exchange, nor any solicitation of an offer to sell or exchange securities of Saint-Gobain.
This press release includes information pertaining to Saint-Gobain’s markets and competitive positions therein. Such information is based on market data and Saint-Gobain’s actual revenues in those markets for the relevant periods. Saint-Gobain obtained this market information from various third-party sources (industry publications, surveys, and forecasts) and its own internal estimates. No representation or warranty, express or implied, is made by SaintGobain or its managers, corporate officers, employees, contractors, representatives or advisors as to the accuracy or completeness of the information or opinions contained in this press release that have not been independently verified. Markets and segments mentioned in this press release are not relevant markets within the meaning of applicable competition laws and regulations.Saint-Gobain Unveils Ambitious 2026–2030 Plan to Drive Profitability, Sustainability, and Shareholder Value
For further information, please visit www.saint-gobain.com

Media Contacts:
Patricia Marie (+33) 1 88 54 26 83
Laure Bencheikh (+33) 1 88 54 26 38
Yanice Biyogo (+33) 1 88 54 27 96

Saint-Gobain Analyst / Investor Contacts:
Vivien Dardel (+33) 1 88 54 29 77
Floriana Michalowska (+33) 1 88 54 19 09
Alix Sicaud (+33) 1 88 54 38 70
James Weston (+33) 1 88 54 01 24

SOURCE: Saint-Gobain