Report
Sven Edelfelt

Holcim : L’empire des Indes en passe d’être cédé à son apogée

>Une cession des activités en Inde à 190 $/t de capacité - D’après un article Bloomberg, Holcim envisagerait la vente de ses filiales en Inde. Le processus de cession ne serait qu’à un stade préliminaire sans garantie de succès. En 2021, l’Inde représentait 13% du CA et de l’EBIT consolidé du groupe. Holcim détient 63.1% de Ambuja Cements, société cotée contrôlant elle-même 50.05% de ACC (Holcim détient directement 4.48% de ACC). Ambuja a une capacité de ciment de 65 ...
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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