Update shared on18 Oct 2025
Fair value Increased 1.47%Buzzi’s analyst price target has edged up from €46.95 to €47.65, as analysts point to modestly improved growth expectations and continued regulatory and market tailwinds in the European building materials sector.
Analyst Commentary
Recent street research offers a mix of optimism and caution from major analysts on Buzzi, with updates to both ratings and price targets as the sector evolves. The following sections summarize the key bullish and bearish themes from this coverage.
Bullish Takeaways- Bullish analysts have raised price targets and ratings, citing potential for continued outperformance as regulatory catalysts support cement pricing in Europe.
- Some expect the construction cycle in Europe to be stabilizing, with long-term drivers for growth intact despite near-term risks elsewhere.
- Buzzi's valuation is viewed as attractive compared to peers, particularly given its strong exposure to the German market.
- Higher conviction on sector-specific growth, such as in heavy construction materials, has prompted ratings upgrades and an improved outlook for future execution.
- Bearish analysts express concern that upcoming regulatory changes, such as the removal of CO2 allowances, could diminish future share upside.
- There are increasing worries about U.S. market uncertainties that could weigh on near-term earnings momentum.
- Medium-term cost pressures in Europe, combined with potential risks from large-scale capex projects, may impact Buzzi's free cash flow generation.
- Recent price target reductions highlight caution around the sustainability of recent growth trends and possible challenges to valuation support.
What's in the News
- Buzzi completed the repurchase of 3,997,813 shares for €148.9 million under the buyback announced on May 13, 2024. The latest tranche included 47,690 shares repurchased between January 1, 2025 and June 30, 2025 (Key Developments).
Valuation Changes
- Consensus Analyst Price Target has risen slightly from €46.95 to €47.65, reflecting adjusted growth outlooks.
- The Discount Rate increased modestly from 10.15% to 10.36%, suggesting marginally higher perceived risk or cost of capital.
- Revenue Growth assumptions have edged upward from 3.24% to 3.47%.
- The Net Profit Margin forecast has dipped marginally, moving from 18.23% to 18.18%.
- The Future P/E multiple has increased slightly, from 12.60x to 12.81x, indicating a slightly higher valuation for forward earnings.
Disclaimer
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