Added to YB: 2026-05-11
Pitch date: 2026-05-06
CEMX.TO [neutral]
CEMATRIX Corporation
Author Info
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Company Info
CEMATRIX Corporation, through its subsidiaries, manufactures and sells cellular concrete products in North America, Canada, and the United States.
Market Cap
CAD 82.4M
Pitch Price
CAD 0.55
Price Target
0.75 (+36%)
Dividend
N/A
EV/EBITDA
9.86
P/E
22.36
EV/Sales
1.53
Sector
Construction Materials
Category
turnaround
CEMATRIX - Bookings Tell A Different Story Than Q1 Revenue Miss
CEMX.TO (holding update): Q1 rev $7.3M (+11% YoY) but 9% gross margin disappointed vs 22% prior yr on large project mix. Mgmt says margins normalize 25-30% at higher volumes. Q1 bookings strong: $17M new awards. Q2 guidance: record rev + margin recovery. Key catalyst: Lafarge distribution renewal. Balance sheet clean, NCIB active. Analyst PT C$0.75 (+37% upside). Thesis intact if Q2 delivers.
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