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Cementir Holding

CR
Bloomberg   CEM IM
Ciments & Agrégats  /  Italie  Web Site   |   Investors Relation
Egalement présent dans : Sociétés holdings
Positioned in a niche market
Objectif
Potentiel 35,6 %
Cours (€) 10,14
Capi (M€) 1 613
Perf. 1S: 0,21 %
Perf. 1M: 5,81 %
Perf. 3M: 12,1 %
Perf Ytd: 9,25 %
Perf. relative/stoxx600 10j: 1,25 %
Perf. relative/stoxx600 20j: 3,19 %
EPS change28/07/2023

Changement d’EPS2023 : € 1,00 vs 0,85+17,3 %
2024 : € 0,98 vs 0,94+4,92 %

Cementir Holding has announced a strong set of results for H1, leading to a significant upgrade in its EBIT guidance. The company has revised its EBIT projection to around €365m, which marks a considerable improvement from the previous range of €335-345m. Cementir Holding's ability to implement robust pricing strategies across all markets has been the key driver behind this significant upgrade.

Looking ahead to H2 23, we anticipate price stability at the same level as in H1 23, as energy costs are also stabilising. On this basis, we have revised upwards our estimates, resulting in a positive impact on our EPS.



Mises à Jour

13 mai 24 Publication Res./CA
Q1 24: a rebound is expected in the H2

13 févr. 24 Publication Res./CA
FY 23: A conservative look to the future

08 nov. 23 Publication Res./CA
Q3 23: Conservative guidance

31 juil. 23 Publication Res./CA
H1 23: positive price-cost spread

10 mai 23 Publication Res./CA
Q1 23: Pricing boosts profitability

18 avr. 23 EPS change
Price hikes boost the EPS

13 févr. 23 Publication Res./CA
FY 22: Price hikes to manage inflation.

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