Cementir Holding N.V.

BIT:CEM Aktierapport

Börsvärde: €2.3b

Cementir Holding Förvaltning

Förvaltning kriterier kontrolleras 3/4

Vi har för närvarande inte tillräcklig information om VD:n.

Viktig information

Francesco Caltagirone

Verkställande direktör

€7.0m

Total ersättning

VD-lön i procent27.08%
Anställning som VD31yrs
Ägande av VD5.7%
Ledningens genomsnittliga anställningstid7.5yrs
Styrelsens genomsnittliga mandatperiod19.3yrs

Senaste uppdateringar av ledningen

Recent updates

Uppdatering av berättelse May 18

CEM: Dividend Outlook And Refined Assumptions Will Support Future Upside Potential

Analysts have trimmed their price target on Cementir Holding slightly from €17.60 to €17.30, citing updated assumptions around the discount rate, revenue growth, profit margins and future P/E as key drivers behind the recalibration. What's in the News Cementir Holding N.V. announced an annual dividend of €0.30 per share, with payment scheduled for May 20, 2026 (Key Developments).
Analysartikel May 11

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

Cementir Holding N.V. ( BIT:CEM ) shareholders are probably feeling a little disappointed, since its shares fell 5.0...
Ny berättelse 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?
Uppdatering av berättelse 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).
Analysartikel 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...
Ny berättelse 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?
Uppdatering av berättelse 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).
Analysartikel 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...
Uppdatering av berättelse 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).
Analysartikel 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...
Uppdatering av berättelse 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).
Uppdatering av berättelse 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.
Uppdatering av berättelse 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).
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
User avatar
Ny berättelse 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.
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...

Analys av ersättningar till VD

Hur har Francesco Caltagirone:s ersättning förändrats jämfört med Cementir Holding:s resultat?
DatumTotal ersättningLönFöretagets resultat
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

Ersättning vs marknad: Francesco s total kompensation ($USD 8.12M ) är över genomsnittet för företag av liknande storlek på Italian marknaden ($USD 3.51M ).

Ersättning vs inkomst: Ersättningen från Francesco har varit i linje med företagets resultat under det senaste året.


VD OCH KONCERNCHEF

Francesco Caltagirone (58 yo)

31yrs
Anställning
€6,961,000
Kompensation

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...


Ledningsgrupp

NamnPositionAnställningKompensationÄgarskap
Francesco Caltagirone
Chairman & Group CEOno data€6.96m5.69%
€ 129.6m
Roberto Marazza
Group Chief Financial Officer3.4yrsinga uppgifteringa uppgifter
Paolo Zugaro
Group Chief Operating Officerno datainga uppgifteringa uppgifter
Marco Bianconi
Group Chief M&A & Investor Relations Officerno datainga uppgifteringa uppgifter
Claudio Gioacchino Criscuolo
Group General Counsel13.4yrsinga uppgifteringa uppgifter
Michele Marino
Group Chief Salesno datainga uppgifteringa uppgifter
Filippo Spinola Giove
Group Chief Human Resources Officer5.4yrsinga uppgifteringa uppgifter
Pasquale Vetrano
Group Chief Procurement & Logistic Officer9yrsinga uppgifteringa uppgifter
Giacomo Cornetti
Group Chief Information Technology Officer8.8yrsinga uppgifteringa uppgifter
Franco Doria
Group Chief Internal Audit Officerno datainga uppgifteringa uppgifter
Paolo Graziani
Group Chief Technical Coordination Officer6.2yrsinga uppgifteringa uppgifter
Cenker Mirzaoglu
Group Chief Strategic Development Officerno datainga uppgifteringa uppgifter
7.5yrs
Genomsnittlig anställningstid

Erfaren ledning: CEM s ledningsgrupp är erfaren och erfaren ( 7.5 års genomsnittlig anställning).


Styrelseledamöter

NamnPositionAnställningKompensationÄgarskap
Francesco Caltagirone
Chairman & Group CEO31yrs€6.96m5.69%
€ 129.6m
Annalisa Pescatori
Independent Non Executive Director3.2yrs€62.00kinga uppgifter
Azzurra Caltagirone
Non-Executive Vice Chairwoman of the Board20.1yrs€9.00kinga uppgifter
Saverio Caltagirone
Non-Executive Director23.1yrs€10.00k0.021%
€ 475.9k
Alessandro Caltagirone
Non-Executive Vice Chairman of the Board20.1yrs€7.00kinga uppgifter
Fabio Corsico
Non-Executive Director18.4yrs€267.00k0.027%
€ 605.6k
Benedetta Navarra
Independent Non Executive Director3.2yrs€62.00kinga uppgifter
Adriana Floristan
Senior Independent Non-Executive Director5.2yrs€52.00kinga uppgifter
19.3yrs
Genomsnittlig anställningstid
56yo
Genomsnittlig ålder

Erfaren styrelse: CEM s styrelse är rutinerade och erfaren ( 19.3 års genomsnittlig mandatperiod).


Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/06/01 07:24
Aktiekurs vid dagens slut2026/05/29 00:00
Intäkter2026/03/31
Årlig intjäning2025/12/31

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

Cementir Holding N.V. bevakas av 14 analytiker. 7 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

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