Cementir Holding N.V.

Informe acción BIT:CEM

Capitalización de mercado: €2.4b

Cementir Holding Dirección

Dirección controles de criterios 3/4

Actualmente no disponemos de información suficiente sobre el CEO.

Información clave

Francesco Caltagirone

Chief Executive Officer (CEO)

€7.0m

Compensación total

Porcentaje del salario del CEO27.08%
Permanencia del CEO30.9yrs
Participación del CEO5.7%
Permanencia media de la dirección7.4yrs
Promedio de permanencia en la Junta Directiva19.2yrs

Actualizaciones recientes de la dirección

Recent updates

Nuevo análisis Feb 13

Rising CO2 Costs And CCS Execution Risks Will Pressure Long Term Cement Margins

Catalysts About Cementir Holding Cementir Holding produces gray and white cement, ready mix concrete and aggregates with operations focused on the Nordics, Belgium, Turkey and selected export markets. What are the underlying business or industry changes driving this perspective?
Actualización del análisis Feb 06

CEM: Revised Assumptions And 2026 Plan Will Likely Keep Shares Fairly Valued

Analysts have lifted their price target on Cementir Holding from €16.78 to €17.60, citing updated assumptions that include a revised discount rate, revenue growth outlook, profit margin profile, and future P/E expectations. What's in the News A board meeting is scheduled for February 12, 2026 to review and approve the fourth quarter and full year 2025 preliminary consolidated results, and to approve the 2026 budget and the 2026 to 2028 industrial plan update (Key Developments).
Artículo de análisis Jan 30

Should You Investigate Cementir Holding N.V. (BIT:CEM) At €19.08?

While Cementir Holding N.V. ( BIT:CEM ) might not have the largest market cap around , it saw a significant share price...
Nuevo análisis Jan 29

Carbon Capture Projects And Volume Recovery Will Transform This Cement Producer’s Long-Term Prospects

Catalysts About Cementir Holding Cementir Holding is an international cement and ready mixed concrete producer with a strong presence in Nordic & Baltic, Belgium and France, Turkey, North America, Asia Pacific and Egypt. What are the underlying business or industry changes driving this perspective?
Actualización del análisis Jan 22

CEM: Stable 2025 Guidance And Plan Update Will Likely Limit Future Upside

Narrative Update Analysts have nudged their fair value estimate for Cementir Holding higher to €16.78 from €16.21, citing small adjustments to the discount rate, revenue growth, profit margin assumptions, and a modestly higher future P/E multiple. What's in the News Cementir Holding has scheduled a board meeting for February 12, 2026 to review fourth quarter and full year 2025 preliminary consolidated results and to approve the 2026 budget and the 2026 to 2028 industrial plan update (Key Developments).
Artículo de análisis Jan 12

Returns Are Gaining Momentum At Cementir Holding (BIT:CEM)

What trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...
Actualización del análisis Jan 07

CEM: Stable 2025 Guidance And Plan Update Will Likely Limit Future Upside

Analysts have kept their price target for Cementir Holding broadly unchanged at €16.21, reflecting only marginal tweaks to inputs such as discount rate, revenue growth, profit margin and future P/E assumptions rather than any material shift in their view of the company. What's in the News Board meeting scheduled for 11 February 2026 to review fourth quarter and full year 2025 preliminary consolidated results and to approve the 2026 budget and the 2026 to 2028 industrial plan update (Key Developments).
Artículo de análisis Dec 25

Investors Appear Satisfied With Cementir Holding N.V.'s (BIT:CEM) Prospects As Shares Rocket 848%

Despite an already strong run, Cementir Holding N.V. ( BIT:CEM ) shares have been powering on, with a gain of 848% in...
Actualización del análisis Dec 15

CEM: Future Returns Are Expected To Disappoint Despite Stable 2025 Metrics

Analysts have raised their price target on Cementir Holding slightly to align with a fair value estimate of €16.21, reflecting marginally lower discount rate assumptions and a modestly stronger long term profit margin outlook. What's in the News Cementir Holding reaffirmed its financial guidance for 2025, maintaining expected revenue at EUR 1.75 billion, about 6% higher than the previous year (Key Developments).
Actualización del análisis Dec 01

CEM: Financial Metrics Are Expected To Remain Stable Into 2025

Analysts have maintained their price target for Cementir Holding at €16.21. This reflects stable expectations for the company's fair value and underlying financial metrics.
Actualización del análisis Nov 16

CEM: Financial Outlook Will Remain Solid As Revenue Rises 6%

Analysts have raised their price target for Cementir Holding from €15.43 to €16.21, citing improved revenue growth forecasts and higher projected profit margins. What's in the News Cementir Holding N.V. reaffirmed its financial guidance for 2025 and is maintaining revenue expectations at EUR 1.75 billion, representing a 6% increase compared to last year (Key Developments).
Artículo de análisis Nov 04

If EPS Growth Is Important To You, Cementir Holding (BIT:CEM) Presents An Opportunity

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Artículo de análisis Oct 10

Cementir Holding (BIT:CEM) Is Doing The Right Things To Multiply Its Share Price

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Artículo de análisis Sep 23

At €14.06, Is Cementir Holding N.V. (BIT:CEM) Worth Looking At Closely?

While Cementir Holding N.V. ( BIT:CEM ) might not have the largest market cap around , it saw a double-digit share...
Artículo de análisis Sep 04

Benign Growth For Cementir Holding N.V. (BIT:CEM) Underpins Its Share Price

With a price-to-earnings (or "P/E") ratio of 12x Cementir Holding N.V. ( BIT:CEM ) may be sending bullish signals at...
Artículo de análisis Aug 22

Cementir Holding (BIT:CEM) Could Easily Take On More Debt

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Artículo de análisis Aug 01

Earnings Update: Cementir Holding N.V. (BIT:CEM) Just Reported Its Half-Yearly Results And Analysts Are Updating Their Forecasts

Last week saw the newest half-yearly earnings release from Cementir Holding N.V. ( BIT:CEM ), an important milestone in...
Artículo de análisis Jun 02

Cementir Holding's (BIT:CEM) Returns On Capital Are Heading Higher

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Artículo de análisis Apr 28

Cementir Holding (BIT:CEM) Is Paying Out A Dividend Of €0.28

The board of Cementir Holding N.V. ( BIT:CEM ) has announced that it will pay a dividend on the 21st of May, with...
Artículo de análisis Apr 16

Cementir Holding (BIT:CEM) Has A Pretty Healthy Balance Sheet

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Artículo de análisis Apr 01

When Should You Buy Cementir Holding N.V. (BIT:CEM)?

While Cementir Holding N.V. ( BIT:CEM ) might not have the largest market cap around , it received a lot of attention...
Artículo de análisis Mar 17

Cementir Holding (BIT:CEM) Is Due To Pay A Dividend Of €0.28

The board of Cementir Holding N.V. ( BIT:CEM ) has announced that it will pay a dividend on the 21st of May, with...
Artículo de análisis Mar 15

Cementir Holding N.V. Just Recorded A 8.7% EPS Beat: Here's What Analysts Are Forecasting Next

As you might know, Cementir Holding N.V. ( BIT:CEM ) just kicked off its latest annual results with some very strong...
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Nuevo análisis Feb 09

Energy Efficiency Upgrades And Carbon Capture Projects Will Improve Sustainability By 2029

Investment in energy efficiency, production capacity, and carbon projects is set to enhance cost savings, operational margins, and long-term profitability.
Artículo de análisis Dec 13

Here's Why Cementir Holding (BIT:CEM) Can Manage Its Debt Responsibly

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Artículo de análisis Nov 08

At €10.20, Is Cementir Holding N.V. (BIT:CEM) Worth Looking At Closely?

While Cementir Holding N.V. ( BIT:CEM ) might not have the largest market cap around , it saw a decent share price...
Artículo de análisis Sep 22

Here's Why Cementir Holding (BIT:CEM) Has Caught The Eye Of Investors

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Artículo de análisis Aug 17

Here's Why Cementir Holding (BIT:CEM) Can Manage Its Debt Responsibly

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Artículo de análisis Aug 01

Analyst Estimates: Here's What Brokers Think Of Cementir Holding N.V. (BIT:CEM) After Its Interim Report

Investors in Cementir Holding N.V. ( BIT:CEM ) had a good week, as its shares rose 5.2% to close at €10.52 following...
Artículo de análisis Jul 31

Cementir Holding N.V.'s (BIT:CEM) Earnings Are Not Doing Enough For Some Investors

Cementir Holding N.V.'s ( BIT:CEM ) price-to-earnings (or "P/E") ratio of 7.9x might make it look like a buy right now...
Artículo de análisis Jul 12

Cementir Holding (BIT:CEM) Is Experiencing Growth In Returns On Capital

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Typically, we'll...
Artículo de análisis Jun 22

Is It Too Late To Consider Buying Cementir Holding N.V. (BIT:CEM)?

While Cementir Holding N.V. ( BIT:CEM ) might not have the largest market cap around , it saw significant share price...
Artículo de análisis May 14

Analyst Estimates: Here's What Brokers Think Of Cementir Holding N.V. (BIT:CEM) After Its First-Quarter Report

As you might know, Cementir Holding N.V. ( BIT:CEM ) recently reported its first-quarter numbers. Results look mixed...
Artículo de análisis Apr 19

Cementir Holding N.V.'s (BIT:CEM) Low P/E No Reason For Excitement

When close to half the companies in Italy have price-to-earnings ratios (or "P/E's") above 15x, you may consider...
Artículo de análisis Mar 28

Returns On Capital Are Showing Encouraging Signs At Cementir Holding (BIT:CEM)

There are a few key trends to look for if we want to identify the next multi-bagger. In a perfect world, we'd like to...
Artículo de análisis Feb 14

We Ran A Stock Scan For Earnings Growth And Cementir Holding (BIT:CEM) Passed With Ease

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Artículo de análisis Jan 29

An Intrinsic Calculation For Cementir Holding N.V. (BIT:CEM) Suggests It's 47% Undervalued

Key Insights Cementir Holding's estimated fair value is €18.68 based on 2 Stage Free Cash Flow to Equity Cementir...
Artículo de análisis Jan 11

Why Cementir Holding N.V. (BIT:CEM) Could Be Worth Watching

Cementir Holding N.V. ( BIT:CEM ), is not the largest company out there, but it saw a significant share price rise of...
Artículo de análisis Dec 16

These 4 Measures Indicate That Cementir Holding (BIT:CEM) Is Using Debt Safely

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Artículo de análisis Oct 13

Should You Be Adding Cementir Holding (BIT:CEM) To Your Watchlist Today?

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Artículo de análisis Sep 15

Is Cementir Holding (BIT:CEM) A Risky Investment?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Artículo de análisis Jul 30

There's Been No Shortage Of Growth Recently For Cementir Holding's (BIT:CEM) Returns On Capital

What trends should we look for it we want to identify stocks that can multiply in value over the long term? Typically...

Análisis de compensación del CEO

¿Cómo ha cambiado la remuneración de Francesco Caltagirone en comparación con los beneficios de Cementir Holding?
FechaCompensación totalSalarioIngresos de la empresa
Mar 31 2026n/an/a

€183m

Dec 31 2025€7m€2m

€206m

Sep 30 2025n/an/a

€165m

Jun 30 2025n/an/a

€157m

Mar 31 2025n/an/a

€173m

Dec 31 2024€7m€2m

€202m

Sep 30 2024n/an/a

€171m

Jun 30 2024n/an/a

€199m

Mar 31 2024n/an/a

€196m

Dec 31 2023€6m€2m

€201m

Sep 30 2023n/an/a

€243m

Jun 30 2023n/an/a

€210m

Mar 31 2023n/an/a

€184m

Dec 31 2022€6m€2m

€162m

Sep 30 2022n/an/a

€153m

Jun 30 2022n/an/a

€144m

Mar 31 2022n/an/a

€140m

Dec 31 2021€5m€2m

€113m

Sep 30 2021n/an/a

€142m

Jun 30 2021n/an/a

€139m

Mar 31 2021n/an/a

€123m

Dec 31 2020€5m€2m

€102m

Sep 30 2020n/an/a

€81m

Jun 30 2020n/an/a

€74m

Mar 31 2020n/an/a

€79m

Dec 31 2019€5m€2m

€84m

Compensación vs. Mercado: La compensación total de Francesco($USD8.19M) está por encima de la media de empresas de tamaño similar en el mercado Italian ($USD3.54M).

Compensación vs. Ingresos: La compensación de Francesco ha sido consistente con los resultados de la empresa en el último año.


CEO

Francesco Caltagirone (57 yo)

30.9yrs
Permanencia
€6,961,000
Compensación

Mr. Francesco C. Caltagirone Jr., serves as the Group Chief Executive Officer and Member of Executive Board at Aalborg Portland Holding A/S. Mr. Caltagirone has been the Chairman of the Board and Chief Exe...


Equipo directivo

NombrePosiciónPermanenciaCompensaciónPropiedad
Francesco Caltagirone
Chairman & Group CEOno data€6.96m5.66%
€ 138.6m
Roberto Marazza
Group Chief Financial Officer3.3yrssin datossin datos
Paolo Zugaro
Group Chief Operating Officerno datasin datossin datos
Marco Bianconi
Group Chief M&A & Investor Relations Officerno datasin datossin datos
Claudio Gioacchino Criscuolo
Group General Counsel13.3yrssin datossin datos
Michele Marino
Group Chief Salesno datasin datossin datos
Filippo Spinola Giove
Group Chief Human Resources Officer5.3yrssin datossin datos
Pasquale Vetrano
Group Chief Procurement & Logistic Officer8.9yrssin datossin datos
Giacomo Cornetti
Group Chief Information Technology Officer8.7yrssin datossin datos
Franco Doria
Group Chief Internal Audit Officerno datasin datossin datos
Paolo Graziani
Group Chief Technical Coordination Officer6.1yrssin datossin datos
Cenker Mirzaoglu
Group Chief Strategic Development Officerno datasin datossin datos
7.4yrs
Permanencia media

Equipo directivo experimentado: El equipo directivo de CEM es experimentado (7.4 años antigüedad media).


Miembros de la Junta

NombrePosiciónPermanenciaCompensaciónPropiedad
Francesco Caltagirone
Chairman & Group CEO30.9yrs€6.96m5.66%
€ 138.6m
Annalisa Pescatori
Independent Non Executive Director3.1yrs€62.00ksin datos
Azzurra Caltagirone
Non-Executive Vice Chairwoman of the Board20yrs€9.00ksin datos
Saverio Caltagirone
Non-Executive Director23yrs€10.00k0.021%
€ 511.6k
Alessandro Caltagirone
Non-Executive Vice Chairman of the Board20yrs€7.00ksin datos
Fabio Corsico
Non-Executive Director18.3yrs€267.00k0.022%
€ 537.8k
Benedetta Navarra
Independent Non Executive Director3.1yrs€62.00ksin datos
Adriana Floristan
Senior Independent Non-Executive Director5.1yrs€52.00ksin datos
19.2yrs
Permanencia media
55yo
Promedio de edad

Junta con experiencia: Los miembros de la junta directiva de CEM son experimentados ( 19.2 años antigüedad media).


Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/08 09:06
Precio de las acciones al final del día2026/05/08 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Cementir Holding N.V. está cubierta por 14 analistas. 8 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Andrea BelloliBanca Akros S.p.A. (ESN)
Andrea BelloliBanca Akros S.p.A. (ESN)
Michele BaldelliBNP Paribas