Report
Sven Edelfelt

Holcim : Et encore un trimestre record !

>EBIT T2 > 10% au consensus - L’EBIT ressort à 1 559 MCHF (+7.0% à pcc et +7.1% en réel), au-dessus du consensus (1 415 MCHF) et de nos attentes (1 355 MCHFe). Par rapport à nos estimations, l’EBIT est supérieur à nos attentes dans toutes les divisions : Amérique du Nord (+10%), l’Asie-Pacifique (+26%), l’Amérique latine (+19%), l’Afrique (+14%) et l’Europe (+7%). Les volumes reculent dans le ciment et les granulats mais sont en hausse dans le BPE.Le différentiel...
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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