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Cementir Holding N.V. Stock Price

BIT:CEM Community·€2.6b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 21 Fair Values set on narratives written by author

CEM Share Price Performance

€16.50
3.70 (28.91%)
€22.44
Fair Value
€16.50
3.70 (28.91%)
26.5% undervalued intrinsic discount
€22.44
Fair Value
Price €16.50
AnalystHighTarget €22.44
AnalystConsensusTarget €17.60
AnalystLowTarget €14.10

CEM Community Narratives

AnalystHighTarget·
Fair Value €22.44 26.5% undervalued intrinsic discount

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

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AnalystConsensusTarget·
Fair Value €17.6 6.3% undervalued intrinsic discount

Infrastructure Renewal Will Drive Low-Carbon Cement Progress

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AnalystLowTarget·
Fair Value €14.1 17.0% overvalued intrinsic discount

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

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€14.1
17.0% overvalued intrinsic discount
Revenue
3.02% p.a.
Profit Margin
13.66%
Future PE
10.87x
Price in 2029
€17.48
€17.6
6.3% undervalued intrinsic discount
Revenue
4.84% p.a.
Profit Margin
12.94%
Future PE
13.54x
Price in 2029
€21.74
€22.44
26.5% undervalued intrinsic discount
Revenue
6.51% p.a.
Profit Margin
13.12%
Future PE
16.23x
Price in 2029
€27.7

Trending Discussion

Updated Narratives

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

Fair Value: €14.1 17.0% overvalued intrinsic discount
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CEM: Revised Assumptions And 2026 Plan Will Likely Keep Shares Fairly Valued

Fair Value: €17.6 6.3% undervalued intrinsic discount
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Carbon Capture Projects And Volume Recovery Will Transform This Cement Producer’s Long-Term Prospects

Fair Value: €22.44 26.5% undervalued intrinsic discount
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Snowflake Analysis

Flawless balance sheet, undervalued and pays a dividend.

0 Risks
4 Rewards

Cementir Holding N.V. Key Details

€1.7b

Revenue

€1.1b

Cost of Revenue

€598.6m

Gross Profit

€433.6m

Other Expenses

€165.0m

Earnings

Last Reported Earnings
Sep 30, 2025
Next Reporting Earnings
Mar 11, 2026
1.06
35.74%
9.85%
4.9%
View Full Analysis

About CEM

Founded
1947
Employees
3103
CEO
Francesco Caltagirone
WebsiteView website
www.cementirholding.com

Cementir Holding N.V., together with its subsidiaries, operates in the building materials sector in Italy, Nordic and Baltic, Belgium, North America, Türkiye, Egypt, and the Asia Pacific. It operates through Cement, Ready-Mixed Concrete, Aggregates, Waste, and Other segments. The company offers white cement under the Aalborg White brand for architectural, aesthetic, and structural applications; grey cement under the FUTURECEM brand; ready-mixed concrete for use in infrastructure, landscaping, industry and agriculture, energy and environment, buildings, and pre-stressed and prefabricated concrete products; and aggregates, such as natural sand, gravel, and crushed stones used in concrete and prefabricated products, asphalt, road foundations and engineering works, draining materials, and agricultural land applications. It also provides Aalborg Extreme self-compacting concrete for thin concrete products production, Aalborg Excel ready-to-use mortar for glass giber concrete, and Aalborg INBIND white cementitious binder. In addition, the company engages in the purchase and sale clinker, cement, replacement parts, pet-coke and coal fuels, and other construction materials; and provision of trading, design-phase assistance, application support, warehousing, shipping and logistics, procurement management, assistance and technical support, goods forwarding, and digital solutions. Cementir Holding N.V. was incorporated in 1947 and is headquartered in Amsterdam, the Netherlands.