Update shared on 01 Nov 2025
Buzzi's analyst price target has shifted higher in recent updates, with some analysts citing ongoing strength in European cement pricing and stabilization in the construction sector as key factors supporting an increase of up to EUR 9 in target valuations.
Analyst Commentary
Recent analyst research on Buzzi presents a complex picture, reflecting both confidence in the company's long-term prospects and some caution around near-term challenges.
Bullish Takeaways- Bullish analysts have cited a stabilizing construction cycle in Europe, supporting revenue forecasts and prospects for sustained sector growth.
- There is ongoing optimism around the positive catalysts for cement pricing, which is expected to drive earnings and justify upward revisions in price targets.
- Valuation remains attractive compared to peers, especially given Buzzi's significant exposure to the German market.
- Upgrades in ratings and price targets by major institutions reflect belief in the company’s ability to outperform its sub-sector, supported by regulatory factors and resilient long-term industry drivers.
- Bearish analysts have highlighted that near-term uncertainties in the U.S. market and medium-term European cost pressures may limit earnings growth.
- Concerns have been raised regarding potential downside risk to free cash flow if larger capital expenditure projects are pursued amid market volatility.
- The removal of CO2 allowances is seen as a headwind, contributing to a more cautious outlook and the potential for less upside in the shares.
- Several firms have adjusted their price targets downward, reflecting a cautious stance on the company's ability to navigate current sector challenges and execute on growth initiatives.
What's in the News
- Between January 1, 2025 and June 30, 2025, Buzzi repurchased 47,690 shares for €1.7 million, completing the repurchase of nearly 4 million shares for €148.9 million under the buyback program announced in May 2024 (Key Developments).
Valuation Changes
- Fair Value remains unchanged at €47.65 per share, reflecting continued confidence in the underlying valuation methodology.
- Discount Rate has decreased marginally from 10.36% to 10.35%, which suggests a slightly lower perceived risk in the company's future cash flows.
- Revenue Growth projection is virtually stable at 3.47% per year, indicating little change in expectations for top-line expansion.
- Net Profit Margin has improved fractionally from 18.18% to 18.18%, which points to slightly stronger anticipated profitability.
- Future P/E ratio is largely steady, moving slightly lower from 12.81x to 12.81x, and suggests market valuations remain consistent with previous forecasts.
Disclaimer
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