Update shared on07 Aug 2025
Given the absence of new analyst reasoning, both Holcim’s consensus price target and key valuation metrics such as Future P/E and discount rate have remained essentially unchanged, with the fair value holding steady at CHF65.77.
What's in the News
- Holcim AG expects full-year 2025 post spin-off recurring EBIT growth of 6% to 10% in local currency.
- Groundbreaking commenced for the OLYMPUS project at the Milaki, Greece plant, with a EUR 400 million investment to produce 2 million tons of near-zero cement annually from 2029, supported by the EU Innovation Fund and partnership with Air Liquide.
- Holcim’s 2025 Annual General Meeting approved an 11% dividend increase to CHF 3.10 per registered share, paid from capital contribution reserves and not subject to Swiss withholding tax.
Valuation Changes
Summary of Valuation Changes for Holcim
- The Consensus Analyst Price Target remained effectively unchanged, at CHF65.77.
- The Future P/E for Holcim remained effectively unchanged, moving only marginally from 16.79x to 16.82x.
- The Discount Rate for Holcim remained effectively unchanged, at 4.85%.
Disclaimer
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