Swiss Materials Potentially Undervalued Companies

Rio Tinto Group

Market Cap: CHF 85.2b

Engages in exploring, mining, and processing mineral resources worldwide.

Aurubis

Market Cap: CHF 7.5b

Processes metal concentrates and recycling materials in Germany.

Heidelberg Materials

Market Cap: CHF 28.1b

Produces and distributes cement, aggregates, ready-mixed concrete, and asphalt worldwide.

LANXESS

Market Cap: CHF 1.2b

A specialty chemicals company, engages in the development, manufacture, and marketing of chemical intermediates, additives, and consumer protection products worldwide.

Amrize

Market Cap: CHF 19.9b

Engages in the provision of various building solutions for infrastructure, commercial, and residential construction markets in North America and Canada.

Mosaic

Market Cap: CHF 7.1b

Through its subsidiaries, produces and markets concentrated phosphate and potash crop nutrients.

AMG Critical Materials

Market Cap: CHF 1.2b

Develops, produces, and sells energy storage materials in the United States, China, Germany, France, Japan, Brazil, Africa, and internationally.

Clariant

Market Cap: CHF 3.5b

Develops, manufactures, distributes, and sells specialty chemicals in Switzerland, Europe, the Middle East, Africa, the United States, and the Asia Pacific.

ArcelorMittal

Market Cap: CHF 18.8b

Operates as integrated steel and mining companies in the Americas, Europe, Asia, and Africa.

Pan American Silver

Market Cap: CHF 29.0b

Engages in the exploration, mine development, extraction, processing, refining, and reclamation of mines in Chile, Peru, Brazil, Mexico, Canada, Argentina, Bolivia, and Guatemala.

Rio Tinto Group

Market Cap: CHF 85.2b

Engages in exploring, mining, and processing mineral resources worldwide.

Solvay

Market Cap: CHF 2.7b

Provides basic and performance chemicals worldwide.

Freeport-McMoRan

Market Cap: CHF 99.2b

Engages in the mining of mineral properties in North America, South America, and Indonesia.

BASF

Market Cap: CHF 44.3b

Operates as a chemical company worldwide.

Outokumpu Oyj

Market Cap: CHF 2.5b

Produces and sells various stainless-steel products in Finland, Germany, Italy, the United Kingdom, other European countries, North America, the Asia-Pacific, and internationally.

Wacker Chemie

Market Cap: CHF 4.4b

Produces and sells chemical products in Europe, Asia, the Americas, and internationally.

Dyno Nobel

Market Cap: CHF 4.8b

Manufactures and distributes commercial explosives in in the United States, Australia, and Mexico.

Holcim

Market Cap: CHF 54.9b

Provides building materials and solutions worldwide.

Alcoa

Market Cap: CHF 17.2b

Engages in the bauxite mining, alumina refining, aluminum production, and energy generation business in Australia, Brazil, Canada, Iceland, Norway, Spain, the United States, and internationally.

Umicore

Market Cap: CHF 5.6b

Operates as a materials technology and recycling company in Belgium, Europe, the Asia-Pacific, North America, South America, and Africa.

Semapa - Sociedade de Investimento e Gestão SGPS

Market Cap: CHF 1.6b

Through its subsidiaries, engages in the production and sale of pulp, printing and writing papers, and tissues in Portugal, the rest of Europe, the United States, Africa, Asia, and Oceania.

thyssenkrupp

Market Cap: CHF 7.9b

Provides industrial and technology solutions and services in Germany and internationally.

Kemira Oyj

Market Cap: CHF 2.5b

Operates as a chemicals company in Finland, rest of Europe, the Middle East, Africa, the Americas, and the Asia Pacific.

Newmont

Market Cap: CHF 131.4b

Operates as a gold producer.

RHI Magnesita

Market Cap: CHF 1.3b

Develops, produces, sells, installs, and maintains refractory products and systems used in industrial high-temperature processes worldwide.

Nutrien

Market Cap: CHF 46.4b

Provides crop inputs and services.

Alto Ingredients

Market Cap: CHF 325.0m

Produces, distributes, and markets specialty alcohols, renewable fuel, and essential ingredients in the United States.

Aurelia Metals

Market Cap: CHF 677.4m

Engages in the exploration and production of mineral properties in Australia.

CPH Group

Market Cap: CHF 350.1m

Develops, manufactures, and distributes chemical products and packaging solutions for pharmaceutical customers in Europe, Asia, and North and South America.

AlzChem Group

Market Cap: CHF 1.6b

Develops, produces, and markets a range of chemical specialties in Germany, European Union, rest of Europe, Asia, NAFTA region, and internationally.

Sika

Market Cap: CHF 29.5b

A specialty chemicals company, develops, produces, and sells systems and products for bonding, sealing, damping, reinforcing, and protecting in the building sector and motor vehicle industry worldwide.

Stora Enso Oyj

Market Cap: CHF 7.7b

Provides renewable solutions for the packaging, biomaterials, wooden constructions, and paper industries in Finland and internationally.

BHP Group

Market Cap: CHF 217.0b

Operates as a resources company in Australia, Europe, China, Japan, India, South Korea, rest of Asia, North America, South America, and internationally.

Barrick Mining

Market Cap: CHF 102.6b

Engages in the exploration, development, production, and sale of mineral properties.

Martin Marietta Materials

Market Cap: CHF 32.2b

A natural resource-based building materials company, supplies aggregates and heavy-side building materials to the construction industry in the United States and internationally.

UPM-Kymmene Oyj

Market Cap: CHF 12.4b

Engages in the forest-based bioindustry worldwide.