Added to YB: 2025-09-03
Pitch date: 2025-09-01
CALT.MI [bullish]
Caltagirone SpA
+20.75%
current return
Author Info
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Company Info
Caltagirone SpA, through its subsidiaries, engages in the cement manufacturing, media, real estate, and publishing activities.
Market Cap
EUR 884.1M
Pitch Price
EUR 7.42
Price Target
19.17 (+114%)
Dividend
3.67%
EV/EBITDA
5.01
P/E
6.80
EV/Sales
0.98
Sector
Construction Materials
Category
value
Caltagirone SpA - $CALT.MI
CALT.MI: Italian family holding (87.6% ownership) trades at 6.3x P/E despite strong fundamentals. Key asset Cementir: global white cement leader, 20% market share, zero debt, 15% FCF yield. Cement CAGR 5-6% through 2028. Sum-of-parts €19.17 target (+180% upside). Risks: CO2 regulations, succession uncertainty, holding discount.
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