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Added to YB: 2026-07-17

Pitch date: 2026-07-11

CPAC [neutral]

Cementos Pacasmayo S.A.A.

+2.09%

current return

Author Info

Spread Hunters is an investor community focused on hunting spreads: opportunities where there is a mismatch between market price and the value we see in special situations, merger arbitrage, odd‑lots and other corporate events. Sign up for the newsletter.

Company Info

Cementos Pacasmayo S.A.A. produces, distributes, and sells cement and cement-related materials in Peru.

Market Cap

PEN 3.4B

Pitch Price

PEN 11.48

Price Target

13.00 (+11%)

Dividend

5.16%

EV/EBITDA

8.93

P/E

18.55

EV/Sales

2.19

Sector

Construction Materials

Category

special_situation

Show full summary:
Monthly SpreadHunters Monitoring - Cementos Pacasmayo (NYSE: CPAC) - M&A Arbitration

CPAC (update): M&A arb on largest N. Peru cement producer. Holcim closed 50.01% stake Mar 2026, now bidding 100% (vs 24.99% min) at ~$13/ADR vs ~$10.76 current, seeking NYSE delisting. JPM PT $13. Q1: rev +11.3%, EBITDA +32.1%, 32% margin, NI +55.4% YoY. Risk: regulatory timing.

Read full article (2 min)