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Holcim Community
SWX:HOLN Community
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Holcim
AN
AnalystLowTarget
Consensus Narrative from 17 Analysts
Rising Regulatory Costs And Tech Disruption Will Undercut Legacy Operations
Key Takeaways Holcim faces rising costs and shrinking margins from climate regulations, technology upgrades, and aggressive sustainability investments that may not yield proportional returns. Slow adaptation to disruptive construction technologies and materials, alongside fierce local competition, threatens Holcim's market share and sustained revenue growth.
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CHF 49.47
FV
31.7% overvalued
intrinsic discount
-15.36%
Revenue growth p.a.
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4 days ago
author updated this narrative
Holcim
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
Amrize's NYSE Listing Will Unlock New Value And Access To US Capital Markets
Key Takeaways Holcim's strategy of unlocking value through Amrize's NYSE listing and margin expansion via branded solutions predicts strengthened revenue and operational focus. Investment in M&A, decarbonization, and sustainable building solutions positions Holcim for long-term growth, leveraging enhanced geographical presence and market expansion.
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CHF 62.24
FV
4.7% overvalued
intrinsic discount
-12.62%
Revenue growth p.a.
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narrative
Holcim
AN
AnalystHighTarget
Consensus Narrative from 17 Analysts
Global Urbanization And Green Building Will Drive Infrastructure Amid Risks
Key Takeaways The Amrize spin-off and leadership in circular construction position Holcim for substantial valuation gains and strong cash flow resilience across cycles. Accelerated adoption of green solutions, digitalization, and expanding urban markets underpin sustainable margin expansion and outsized long-term growth prospects.
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CHF 70.00
FV
6.9% undervalued
intrinsic discount
-11.09%
Revenue growth p.a.
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14 days ago
author updated this narrative
Your Valuation for
HOLN
HOLN
Holcim
Your Fair Value
CHF
Current Price
CHF 65.14
75.3% overvalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
-2b
29b
2015
2018
2021
2024
2025
2027
2030
Revenue CHF 17.7b
Earnings CHF 2.0b
Advanced
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