AlphaValue Corporate Services
Cette analyse a été commandée et financée par l’entreprise concernée et constitue donc un avantage non-monétaire mineur tel que défini par MIFID2

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 32,1 %
Cours (€) 9,82
Capi (M€) 1 563
Perf. 1S: -3,16 %
Perf. 1M: 4,25 %
Perf. 3M: 4,03 %
Perf Ytd: 2,94 %
Perf. relative/stoxx600 10j: -2,29 %
Perf. relative/stoxx600 20j: 5,34 %
Opinion change29/07/2021

Changement d’OpinionAchat vs Accumuler

Changement d’EPS2021 : € 0,76 vs 0,69+9,44 %
2022 : € 0,85 vs 0,79+8,28 %

Following a good set of H1 results, along with strong demand momentum and updated guidance, we have revised our estimates upwards. We now assume the FY21 revenue and EBITDA to be €1.35bn and €297m respectively, and estimate them to grow by 6.3% and 7.7% CAGR respectively over 2020-23. As a result, our EPS for FY21 and FY22 have been positively impacted.



Mises à Jour

06 mai 22 Publication Res./CA
Q1 22: profitability outpacing cost inflation

09 févr. 22 Publication Res./CA
FY 21: EBITDA at all-time high level

12 nov. 21 Publication Res./CA
9M 21: well managed cost inflation

29 juil. 21 Publication Res./CA
H1 21: all regions in recovery mode

06 mai 21 Publication Res./CA
Q1 21: growth momentum continues

10 mars 21 Publication Res./CA
FY20 results - a Turkish Delight

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