AlphaValue Corporate Services
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Cementir Holding

CR
Bloomberg   CEM IM
Ciments & Agrégats  /  Italie  Web Site   |   Investors Relation
Egalement présent dans : Sociétés holdings
Competitive pricing but lower cost supports profitability
Objectif
Potentiel 45,5 %
Cours (€) 7,33
Capi (M€) 1 166
Perf. 1S: 5,32 %
Perf. 1M: 18,2 %
Perf. 3M: 24,2 %
Perf Ytd: 19,4 %
Perf. relative/stoxx600 10j: 13,0 %
Perf. relative/stoxx600 20j: 13,0 %
EPS change22/03/2022

Changement d’EPS2022 : € 0,82 vs 0,85-3,34 %
2023 : € 0,88 vs 0,90-2,03 %

We have updated our model following the FY21 results announcement. 2021 EPS is down by €0.04, the difference arising mainly from the net exchange rate losses of €13.6m. In addition, we have lowered our earnings estimates for 2022 and 2023 (estimated EPS down by €0.03 and €0.02 respectively) given the unfavourable backdrop of energy price inflation.



Mises à Jour

28 juil. 22 Publication Res./CA
H1 22: IAS 29 lowers profitability

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

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