Who Owns BELIMO Holding Company?

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Who Really Owns BELIMO Holding?

Understanding the ownership structure of a company is crucial for investors and strategists alike. It reveals the driving forces behind its decisions and future trajectory. This analysis delves into the BELIMO Holding SWOT Analysis, and the evolution of its ownership, from its inception to its current standing as a global leader.

BELIMO Holding's journey, from its 1975 founding to its 1995 IPO, offers a fascinating case study in corporate governance and shareholder influence. This exploration will uncover the key players in the BELIMO ownership landscape, including major BELIMO shareholders and the impact of their involvement. Discover the BELIMO company profile, its BELIMO stock performance, and how its ownership structure shapes its strategic direction.

The story of BELIMO Holding began in 1975 as BELIMO Automation AG in Gossau, Switzerland. This marked the genesis of a company that would become a key player in the HVAC industry. Understanding the initial ownership is crucial for grasping the company's foundational values and early strategic direction.

The original ownership structure of the BELIMO company involved six individuals: Walter Burkhalter, Anton Heinrich Hütte, Ludwig Linsi, Walter Linsi, Werner Roner, and Karl Stocker. While specific details regarding the equity split among these founders are not publicly available, their collaborative vision was instrumental in shaping BELIMO's focus on actuator solutions for HVAC systems. This initial team laid the groundwork for the company's future growth and innovation.

From its inception, BELIMO Holding prioritized engineering excellence and quality. The company's commitment to innovation was evident early on, with the introduction of its first electric actuator in 1985. This innovation helped establish BELIMO's reputation for reliability and advanced technology. The early adoption of the bottleneck-oriented strategy (EKS) also played a role in the company's operational efficiency.

Early Focus

BELIMO's initial focus was on actuators, with the first deliveries starting in 1976. This specialization allowed the company to establish a strong foothold in the HVAC market from the beginning.

Expansion

The company expanded early on, opening its first sales company in Germany in 1977. This move was a crucial step in establishing a broader market presence and increasing sales.

Headquarters

The headquarters moved to Wetzikon, Switzerland, in 1979. This relocation was part of the company's growth and operational adjustments as it expanded.

Technological Milestone

The introduction of the first electric actuator in 1985 was a pivotal moment for BELIMO, demonstrating its commitment to innovation and setting a new standard in the industry.

Strategy

The early application of the bottleneck-oriented strategy (EKS) highlights BELIMO's focus on efficient operations and continuous improvement from its early stages.

Public Information

Specific details on early backers, angel investors, or friends and family who acquired stakes are not available in public records. This information remains private.

Key Takeaways on BELIMO's Early Days

The founders' vision and early strategic decisions shaped BELIMO's path. The focus on quality, engineering, and strategic expansion were critical. The early adoption of innovative technologies, such as electric actuators, helped set the stage for future growth. For more insights into BELIMO's marketing strategies, you can read about the Marketing Strategy of BELIMO Holding.

• Founding Team: Walter Burkhalter, Anton Heinrich Hütte, Ludwig Linsi, Walter Linsi, Werner Roner, and Karl Stocker.
• Early Focus: Actuators for HVAC systems.
• Key Milestone: Introduction of the first electric actuator in 1985.
• Strategic Approach: Early adoption of the bottleneck-oriented strategy (EKS).
• Expansion: Opening the first sales company in Germany in 1977.

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The evolution of BELIMO Holding's ownership structure marks a pivotal period in its history. The company's transition to a publicly traded entity in 1995, with its listing on the SIX Swiss Exchange under the ticker symbol BEAN, was a defining moment. This move facilitated expansion and investment in research and development. As of December 31, 2023, the market capitalization of BELIMO Holding reached CHF 5,705 million, reflecting the company's growth and market presence.

The ownership landscape of BELIMO Holding is now characterized by a diverse group of BELIMO shareholders, with institutional investors playing a significant role. This shift has likely influenced the board's decisions and strategic direction. For a deeper understanding of BELIMO Holding's strategic initiatives, consider reading about the Growth Strategy of BELIMO Holding.

As of April 30, 2025, the U. W. Linsi Foundation, Endowment Arm, held a notable 20% stake, making it the largest institutional shareholder. Other key institutional investors include BlackRock, Inc., The Capital Group Companies, Inc., and 1832 Asset Management L.P. The Capital Group Companies, Inc. held 4.99% of the share capital, equivalent to 613,740 shares as of December 31, 2023. The top 14 shareholders collectively own 51% of the company, indicating a dispersed ownership structure where no single entity holds a majority stake.

Key Takeaways on BELIMO Ownership

BELIMO Holding's ownership has evolved significantly since going public, with a shift towards institutional investors.

• Institutional investors hold the majority of shares.
• The U. W. Linsi Foundation is the largest institutional shareholder.
• The company's structure reflects a diverse shareholder base.
• These factors are important for anyone analyzing BELIMO company.

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The current governance of BELIMO Holding is overseen by a Board of Directors, with Patrick Burkhalter as Chairman. Dr. Martin Zwyssig serves as Deputy Chairman. Tom Hallam joined the Board on March 24, 2025, and is a member of the Audit Committee. Dr. Zwyssig will not stand for re-election at the 2026 Annual General Meeting as part of succession planning, after serving for 15 years.

The Annual General Meeting on March 24, 2025, saw shareholders representing 71.4% of the company's shares. All proposals from the Board of Directors were approved. The voting structure is based on one-share-one-vote. The existing Board members were re-elected for one-year terms. Sandra Emme (Lead), Urban Linsi, and Ines Pöschel were re-elected to the Remuneration and Nomination Committee. Proxy Voting Services GmbH, Zurich, was confirmed as the Independent Voting Rights Representative, and Ernst & Young AG, Zurich, was re-elected as the Statutory Auditor.

The BELIMO ownership structure and the company's strategic direction are significantly influenced by the decisions made at the Annual General Meetings. The company's financial performance and market position, as discussed in Competitors Landscape of BELIMO Holding, are key factors in the decisions made by the Board and shareholders.

Key Takeaways on BELIMO Holding

The Board of Directors plays a critical role in the governance of BELIMO Holding. The Annual General Meeting of 2025 saw key decisions regarding board membership and committee appointments. The voting structure is straightforward, with each share carrying one vote.

• The Chairman of the Board is Patrick Burkhalter.
• Dr. Martin Zwyssig will retire from the board in 2026.
• Shareholders approved all motions presented by the Board of Directors in 2025.
• The company's governance structure appears stable with no recent proxy battles.

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In the past few years, BELIMO Holding has maintained a robust financial standing, marked by strategic adjustments. The company's net sales hit a record of CHF 943.9 million in 2024, showing a 9.9% increase in Swiss francs and 13.1% in local currencies. Furthermore, earnings before interest and taxes (EBIT) reached CHF 181.1 million, with the EBIT margin expanding to 19.2% in 2024 from 17.8% the previous year. Net income also saw an increase, reaching CHF 146.7 million in 2024.

Regarding ownership, institutional investors held a significant portion, with 56% of the shares as of May 25, 2025. The U. W. Linsi Foundation, Endowment Arm, remains the largest single shareholder, holding 20% as of April 30, 2025. Share buyback activity has been minimal, with a buyback ratio of -0.01% as of June 4, 2025. These details offer insights into the current ownership structure of the

Leadership changes include Sandra Pitt's appointment as Chief Human Resources Officer (CHRO), effective January 1, 2025. James Furlong is set to retire, with Sarah Bencic succeeding him as Head of Group Division Americas, starting March 1, 2026. The company also upgraded its FY2025 outlook in April 2025, confirming strong growth momentum in Q1 2025 with net sales up 21.8% in local currencies. This indicates proactive succession planning and positive growth expectations for the future of

BELIMO Holding Financials

BELIMO reported record net sales of CHF 943.9 million in 2024, a strong indicator of growth. The EBIT margin improved to 19.2% in 2024, reflecting enhanced profitability. The company's net income reached CHF 146.7 million in 2024, demonstrating solid financial performance.

Ownership Structure

Institutional ownership remains a key aspect, holding 56% of shares as of May 25, 2025. The U. W. Linsi Foundation is the largest single shareholder with 20% ownership. Minimal share repurchase activity is observed, with a buyback ratio of -0.01% as of June 4, 2025.

Leadership and Outlook

Sandra Pitt was appointed CHRO effective January 1, 2025, reflecting strategic leadership changes. James Furlong's retirement and Sarah Bencic's appointment are also notable. The company upgraded its FY2025 outlook in April 2025, indicating strong growth.

Future Growth Plans

BELIMO is planning continued expansion in the Americas. The company is set to establish a new headquarters in Connecticut by 2027. The Q1 2025 net sales increase of 21.8% in local currencies highlights strong growth momentum.

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