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Cementir Holding

Bloomberg   CEM IM
Cement & Aggregates  /  Italy  Web Site   |   Investors Relation
Also operates in : Holding Companies
Competitive pricing but lower cost supports profitability
Upside 55.7%
Price (€) 7.33
Market Cap (€M) 1,166
Perf. 1W: 0.69%
Perf. 1M: -3.23%
Perf. 3M: -8.29%
Perf Ytd: 22.9%
10 day relative perf. to stoxx600: 0.48%
20 day relative perf. to stoxx600: -3.54%
Opinion change29/07/2021

Change in OpinionBuy vs Add

Change in 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.


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

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

10 Mar 21 Earnings/sales releases
FY20 results - a Turkish Delight

05 Feb 21 Earnings/sales releases
FY 20: performance beyond full-year guidance

10 Nov 20 Earnings/sales releases
9m 20: results in line with 9m19 but cautious gu...

29 Jul 20 Earnings/sales releases
H1 20: in for a Danish treat