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Buzzi
AN
AnalystLowTarget
Consensus Narrative from 12 Analysts
Tightening European Regulations Will Force Costly Retrofits For Cement Operations
Key Takeaways Stricter environmental policies and demographic challenges in core markets threaten demand, inflate costs, and compress margins, weighing on long-term revenue visibility. Competition from alternatives, currency volatility, and slow innovation increase operational risks and market share vulnerability, despite expansion into emerging markets.
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€32.33
FV
38.5% overvalued
intrinsic discount
2.51%
Revenue growth p.a.
Set Fair Value
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3 days ago
author updated this narrative
Buzzi
AN
AnalystHighTarget
Consensus Narrative from 12 Analysts
Urbanization And Green Infrastructure Will Drive Demand For Construction Materials
Key Takeaways Acquisitions, asset rotation, and capacity expansions are expected to drive sustained margin, revenue, and earnings growth beyond analyst consensus expectations. Strong balance sheet, global reach, and digitalization initiatives position Buzzi for sector leadership, operational efficiency, and resilience through changing market cycles.
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€54.00
FV
17.1% undervalued
intrinsic discount
4.24%
Revenue growth p.a.
Set Fair Value
0
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0
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0
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4 days ago
author updated this narrative
Cementir Holding
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Infrastructure Renewal Will Drive Low-Carbon Cement Progress
Key Takeaways Leadership in low-carbon cement and strategic asset optimization positions the company to capitalize on global sustainability trends and enhance long-term margins. Niche strength in white cement and expected volume recovery underpin stable revenues and margins, despite past disruptions and sector headwinds.
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€15.10
FV
10.3% undervalued
intrinsic discount
5.31%
Revenue growth p.a.
Set Fair Value
0
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0
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9
users have followed this narrative
5 days ago
author updated this narrative
Buzzi
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Expansion In Brazil And US Will Unlock Sustainable Opportunities
Key Takeaways Expansion into growth markets and strategic decarbonization investments position the company to capitalize on infrastructure demand and tighter sustainability standards. Geographic diversification, operational efficiencies, and normalization of one-off costs enhance resilience and support stable future earnings growth.
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€45.70
FV
2.0% undervalued
intrinsic discount
3.29%
Revenue growth p.a.
Set Fair Value
0
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15
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5 days ago
author updated this narrative
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