Update shared on20 Sep 2025
Fair value Increased 1.50%Analysts have raised Buzzi’s price target slightly to €46.95, reflecting optimism over supportive European cement pricing and stable long-term demand despite ongoing cost and earnings risks, particularly in the U.S. and from higher capex.
Analyst Commentary
- Bullish analysts see positive catalysts for cement pricing in Europe, including regulatory support and stabilization in the construction cycle, contributing to sector outperformance.
- U.S. building materials demand presents near-term risks, but longer-term structural drivers are considered intact by optimistic analysts.
- Bearish analysts cite medium-term European cost pressures and ongoing U.S. market uncertainties, which could limit earnings growth.
- Increased capital expenditure (capex) projects could pressure free cash flow, representing a downside risk flagged by more cautious analysts.
- Some analysts have adjusted price targets downwards or moved estimates below consensus due to perceived earnings or guidance risks.
Valuation Changes
Summary of Valuation Changes for Buzzi
- The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from €46.26 to €46.95.
- The Future P/E for Buzzi has risen slightly from 12.25x to 12.60x.
- The Discount Rate for Buzzi remained effectively unchanged, moving only marginally from 9.99% to 10.15%.
Disclaimer
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