
What smart money is saying about Sika
3 funds in our archive have pitched Sika — most recently Generation Investment Management in March 2026.
Sika AG operates as a prominent global specialty chemicals company, specializing in the research, manufacturing, and distribution of advanced systems and products. These solutions are engineered for crucial functions such as adhesion, sealing, sound dampening, structural reinforcement, and protection, catering primarily to the construction industry and the automotive sector worldwide. Within the building realm, Sika offers a diverse portfolio. This includes comprehensive systems for tile installation, encompassing adhesives, grouts, under-tile waterproofing, and acoustic insulation. The company also provides renders and decorative finishes for both exterior and interior walls. Furthermore, Sika formulates a variety of admixtures and additives essential for concrete, cement, and mortar production, alongside high-performance flat roofing systems. A significant aspect of Sika's offerings is its extensive range of waterproofing technologies for both subterranean and exposed applications. These solutions incorporate flexible membrane systems, liquid-applied membranes, joint sealing products, specialized waterproofing mortars and admixtures, and injection resins. They are vital for numerous markets, including commercial and residential basements, tunnels, bridges, and critical water-retaining structures like reservoirs, storage basins, and tanks. Sika also delivers advanced flooring solutions, featuring synthetic resin and cement-based systems for industrial and commercial facilities. Additionally, the company supplies sealants, tapes, spray foams, and elastic adhesives, which are crucial for maintaining the integrity of building envelopes, facilitating interior fit-outs, and supporting infrastructure construction. For concrete structures, Sika provides a comprehensive suite of solutions for repair, strengthening, and protection, including specialized repair mortars, non-shrink grouts, anchoring adhesives, protective coatings, and systems for corrosion control and structural reinforcement. Beyond construction, Sika serves a broad spectrum of industries, such as automobile and commercial vehicle manufacturing, the automotive aftermarket, marine applications, industrial lamination, renewable energy, and facade engineering. Established in 1910, Sika AG maintains its headquarters in Baar, Switzerland.
Fund coverage · 3 theses
- Generation Investment ManagementMarch 2026
Sika is a specialty chemicals company with mission-critical products, strong competitive advantages, and long-term growth tailwinds in construction and infrastructure.
Read the full thesis - Emerald Focused Equity StrategyDecember 2025
Sika develops specialty chemicals with strong pricing power, sustainability tailwinds, and durable high margins and ROIC supported by deep R&D and consolidation opportunities.
Read the full thesis - Ennismore European Smaller Companies FundDecember 2025
Sika is the global leader in construction chemicals with strong economics and consolidation opportunities now available at a more attractive valuation.
Read the full thesis
Read every full thesis on Sika
Unlock all 3 theses — the full reasoning behind what funds are buying, plus unlimited access to the entire archive.
View plans→