Titan New strategic partnership in advanced mortars

Titan announced a new strategic partnership in advanced mortars, which fits well within the Forward 2029 Strategic plan which was presented last month, and which targets to grow EBITDA by 62% to € 1bn by 2029 on a combination of organic growth initiatives and M&A in regions where the company has an established footprint and acquisitions offer sizeable synergies potential. Overall, TITAN is seeking growth in the coming years in both its core heavy materials businesses as well as through growing i...

Credit Morning 12/16/2025

Kering announces a JV agreement with Ardian regarding the property located in New York City|

Morning Crédit 16/12/2025

Kering annonce un accord de JV avec Ardian sur l’immeuble de New York|

CRH plc - September 2025 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

Titan Acquisition of Traçim Cement

The acquisition of Turkish Traçim Cement for c. $ 190m equity value complements TITAN's existing Turkish footprint and increases flexibility in export possibilities, ao to the US. The acquisition also fits well within the Forward 2029 Strategic plan which was presented last month, and which targets to grow EBITDA by 62% to € 1bn by 2029 on a combination of organic growth initiatives and M&A in regions where the company has an established footprint and acquisitions offer sizeable synergies potent...

ODDO BHF SECURITIES Small & MIDCAP MORNING NEWS – 10/12/2025

ODDO BHF SECURITIES LARGE CAPS MORNING NEWS 12/10/2025

ODDO BHF SECURITIES LARGE CAPS MORNING NEWS 10/12/2025

Heidelberg Materials AG: 1 director

A director at Heidelberg Materials AG sold 560,573 shares at 221.256EUR and the significance rating of the trade was 67/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two yea...

Heidelberg Materials AG: Key facts and statistics - LTM June 2025

A summary company profile, detailing Heidelberg Materials AG’s business operations and financial highlights.

Imerys S.A.: 1 director

A director at Imerys S.A. bought 630,576 shares at 22.766EUR and the significance rating of the trade was 100/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly...

Titan Firing on all cylinders – upping Target Price

After having achieved solid earnings growth in the past four years, TITAN recently announced new, ambitious mid-term targets which call for a € 1bn EBITDA by 2029, which represents 62% growth from the current EBITDA. TITAN is seeking growth in both its core heavy materials businesses as well as through growing its alternative cementitious materials platform and enlarging the product portfolio (eg in precast solutions). The rock solid balance sheet with a net debt/EBITDA of only 0.5x gives TITAN ...

Credit Morning 11/12/2025

Carrefour has reportedly received three offers for its Romanian business, including one from Auchan.|Permira is reportedly negotiating the sale of Golden Goose for more than € 2.5bn to Hongshan|Edenred has significantly revised downwards its EBITDA forecast for 2026 if regulatory changes in Brazil are confirmed.|

Morning Crédit 12/11/2025

Carrefour aurait reçu trois offres pour son activité en Roumanie dont une d’Auchan.|Permira négocierait la cession de Golden Goose au fond Hongshang Capital pour plus de 2,5 mds EUR|Edenred revoit en forte baisse sa prévision d’EBITDA pour 2026 si les changements règlementaires au Brésil venaient à être confirmés.|

Titan Feedback CMD

Yesterday TITAN announced its 2029 financial ambitions which call for a € 1bn EBITDA by 2029, which was well above our and consensus forecasts of respectively € 723m and € 735m. The group explained in its CMD that, starting from a strong balance sheet, it can deploy up to €3bn in growth investments until 2029 and aims to spend about half of that amount on M&A and the remainder on organic growth projects. Growing US cement capacity, decarbonization initiatives (mainly in Europe), growing the alte...

Titan Ambitious € 1bn EBITDA target for 2029 set at the occasion of th...

TITAN's 2029 financial ambitions call for an 11-13% EBITDA CAGR to reach € 1bn by 2029, which is well above our and consensus forecasts of respectively € 723m and € 735m. Whilst the ambitions are above our forecasts, the roadmap itself is no key surprise, with ao a focus on growing US cement capacity, decarbonization initiatives (mainly in Europe), growing the alternative cementitious platform and enlarging the product portfolio (eg in precast solutions). We await more clarity and explanation at...

ODDO BHF SECURITIES LARGE CAPS MORNING NEWS 11/11/2025

ODDO BHF SECURITIES LARGE CAPS MORNING NEWS 11/11/2025