Report
Sven Edelfelt

Holcim : Cession de l’empire des Indes pour accélérer la transformation du groupe

>Une cession des activités en Inde à 160 $/t de capacité - Holcim a signé un accord définitif pour la cession au groupe Adani de la totalité de ses activités en Inde (63.11 % de Ambuja Cement véhicule détenant une participation de 50.05% dans ACC, ainsi que sa participation directe de 4.48 % dans ACC). Adani Group offre un prix de 11.3 MdCHF pour racheter la totalité de ACC/Ambuja, soit une VE/EBITDA de 14.5x (et 6.4 MdCHF pour Holcim). En 2021, l’Inde représentait 13...
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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