Good Value | Pragmatic Value Investing

Building a more energy efficient future (Interview with Saint-Gobain CEO Benoit Bazin)

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In this episode Alison Savas speaks with Benoit Bazin, the CEO of French-listed building materials manufacturer Saint-Gobain (EPA: SGO)*. 

Saint-Gobain (a holding in Antipodes' global portfolios) operates in 76 counties and is playing a major role in making the construction and building industries more sustainable.

It might surprise you that the construction and building industries account for 40% of global carbon emissions - that’s more than the global transportation sector.

Key Times:

  • Overview of Saint-Gobain: 1:30
  • The global market for sustainable construction materials: 5:30
  • 75% of Europe's buildings are energy inefficient: 11:30
  • Saint-Gobain's competitive advantages : 21:30
  • How Saint-Gobain is helping other industries decarbonise (low-carbon concrete & electric vehicle glazing): 27:30
  • The housing market & housing shortages: 33:30

    • *Stock commentary is illustrative only and should not be viewed as a recommendation to buy, hold, or sell any security. 

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    Good Value | Pragmatic Value InvestingBy Antipodes Partners
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