Added to YB: 2025-10-30
Pitch date: 2025-09-13
GCC.MX [bullish]
GCC, S.A.B. de C.V.
+7.41%
current return
Author Info
No bio for this author
Company Info
GCC, S.A.B. de C.V., through its subsidiaries, produces, markets, and distributes cement, aggregates, ready-mix concrete, and other materials for the construction industry in Mexico and the United States.
Market Cap
MXN 3.0B
Pitch Price
MXN 177.54
Price Target
292.00 (+53%)
Dividend
1.06%
EV/EBITDA
5.77
P/E
10.06
EV/Sales
1.98
Sector
Construction Materials
Category
value
GCC, S.A.B. de C.V. - $GCC.MX
GCC.MX: Mexican cement co generating 80%+ EBITDA in US landlocked markets w/ high-30s% margins. Trades 6x 2025E EBITDA vs US peers at 11-12x. Odessa expansion adds ~$100M EBITDA (+20% of 2025E) for $700M cost. Net cash balance sheet. 50-65% upside on sum-of-parts. Catalysts: potential US listing migration, takeover target amid industry consolidation.
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