The significant downward revision of Holcim's consensus price target reflects sharply reduced revenue growth expectations and a rising future P/E, resulting in a new fair value of CHF62.24.
What's in the News
- Holcim has initiated the OLYMPUS project at its Milaki, Greece plant, targeting 2 million tons of near-zero cement annually from 2029; the EUR 400 million project is supported by the EU Innovation Fund and Air Liquide, creating over 1,000 jobs while employing advanced carbon capture technologies.
- The 2025 AGM approved an 11% increase in dividend to CHF 3.10 per share, paid from capital contribution reserves and exempt from Swiss withholding tax.
- Holcim is collaborating with architect Alejandro Aravena and ELEMENTAL to showcase biochar technology at the 2025 Venice Biennale, enabling buildings to act as carbon sinks via its net-zero biochar concrete mix using 100% recycled aggregates.
- Holcim AG held its Q1 2025 Sales/Trading Statement Call.
Valuation Changes
Summary of Valuation Changes for Holcim
- The Consensus Analyst Price Target has significantly fallen from CHF97.16 to CHF62.24.
- The Consensus Revenue Growth forecasts for Holcim has significantly fallen from 3.8% per annum to -12.6% per annum.
- The Future P/E for Holcim has significantly risen from 14.87x to 16.97x.
Disclaimer
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