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 the company's journey to build a stronger business. It was a credible result overall, with revenues of €806m and statutory earnings per share of €1.30 both in line with analyst estimates, showing that Cementir Holding is executing in line with expectations. The analysts typically update their forecasts at each earnings report, and we can judge from their estimates whether their view of the company has changed or if there are any new concerns to be aware of. We've gathered the most recent statutory forecasts to see whether the analysts have changed their earnings models, following these results.

Trump has pledged to "unleash" American oil and gas and these 15 US stocks have developments that are poised to benefit.

Following the latest results, Cementir Holding's six analysts are now forecasting revenues of €1.72b in 2025. This would be an okay 2.6% improvement in revenue compared to the last 12 months. Statutory earnings per share are predicted to grow 10% to €1.26. In the lead-up to this report, the analysts had been modelling revenues of €1.73b and earnings per share (EPS) of €1.25 in 2025. The consensus analysts don't seem to have seen anything in these results that would have changed their view on the business, given there's been no major change to their estimates.

See our latest analysis for Cementir Holding

There were no changes to revenue or earnings estimates or the price target of €15.10, suggesting that the company has met expectations in its recent result. It could also be instructive to look at the range of analyst estimates, to evaluate how different the outlier opinions are from the mean. There are some variant perceptions on Cementir Holding, with the most bullish analyst valuing it at €17.50 and the most bearish at €13.20 per share. This is a very narrow spread of estimates, implying either that Cementir Holding is an easy company to value, or - more likely - the analysts are relying heavily on some key assumptions.

One way to get more context on these forecasts is to look at how they compare to both past performance, and how other companies in the same industry are performing. It's pretty clear that there is an expectation that Cementir Holding's revenue growth will slow down substantially, with revenues to the end of 2025 expected to display 5.3% growth on an annualised basis. This is compared to a historical growth rate of 7.3% over the past five years. Juxtapose this against the other companies in the industry with analyst coverage, which are forecast to grow their revenues (in aggregate) 0.7% per year. So it's pretty clear that, while Cementir Holding's revenue growth is expected to slow, it's still expected to grow faster than the industry itself.

The Bottom Line

The most obvious conclusion is that there's been no major change in the business' prospects in recent times, with the analysts holding their earnings forecasts steady, in line with previous estimates. Happily, there were no major changes to revenue forecasts, with the business still expected to grow faster than the wider industry. The consensus price target held steady at €15.10, with the latest estimates not enough to have an impact on their price targets.

With that said, the long-term trajectory of the company's earnings is a lot more important than next year. We have estimates - from multiple Cementir Holding analysts - going out to 2027, and you can see them free on our platform here.

You can also see our analysis of Cementir Holding's Board and CEO remuneration and experience, and whether company insiders have been buying stock.

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.