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Cementir Holding

CR
Bloomberg   CEM IM
Cement & Aggregates  /  Italy  Web Site   |   Investors Relation
Also operates in : Holding Companies
Positioned in a niche market
Target
Upside 36.0%
Price (€) 10
Market Cap (€M) 1,591
Perf. 1W: -0.99%
Perf. 1M: 3.20%
Perf. 3M: 5.96%
Perf Ytd: 7.74%
10 day relative perf. to stoxx600: 5.11%
20 day relative perf. to stoxx600: 6.47%
EPS change22/03/2022 15:43

Change in 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.



Updates

04 Nov 22 Earnings/sales releases
9M 22: competitive pricing but lower cost suppo...

28 Jul 22 Earnings/sales releases
H1 22: IAS 29 lowers profitability

06 May 22 Earnings/sales releases
Q1 22: profitability outpacing cost inflation

09 Feb 22 Earnings/sales releases
FY 21: EBITDA at all-time high level

12 Nov 21 Earnings/sales releases
9M 21: well managed cost inflation

29 Jul 21 Earnings/sales releases
H1 21: all regions in recovery mode

06 May 21 Earnings/sales releases
Q1 21: growth momentum continues

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