Report
Sven Edelfelt

Holcim : CMD : « à la poursuite d’octobre vert »

>Les grandes lignes de la stratégie 2025 - LafargeHolcim organise un CMD ce jour à Bale en Suisse pour dévoiler les grandes lignes de sa stratégie 2025, une stratégie axée avant tout sur la croissance verte. Elle repose sur 1/ une croissance annuelle du CA de 3/5% par an, de l’EBIT > 5% par an à pcc (en ligne avec nos attentes), conversion en cash de 45% (vs > 40%), levier > 1.5x l’EBITDA et ROCE >10% (en ligne). 2/ augmenter la part de la division Solutions & Product...
Underlying
HOLCIM AG

LafargeHolcim is a producer of cement and aggregates. Co. also supplies ready-mix concrete, concrete products, asphalt and a range of services. Co. operates through three segments: cement, aggregates, and other construction materials and services. Co.'s cement segment provides a range of cementitious materials and also develops customized blends for special applications. Through its aggregates segment, Co. produces aggregates which include crushed stone, gravel and sand mainly used in the manufacture of ready-mix concrete, concrete products and asphalt, as well as for road building and railway tracks, with production centered on quarrying, preparing and sorting the raw material.

Provider
Oddo BHF
Oddo BHF

​Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.

Analysts
Sven Edelfelt

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