Added to YB: 2025-03-05
Pitch date: 2025-01-14
HOLN.SW [bullish]
Holcim AG
+81.82%
current return
Author Info
No bio for this author
Company Info
Holcim AG, together with its subsidiaries, provides building materials and solutions worldwide. The company operates through five segments: North America; Latin America; Europe; Asia, the Middle East & Africa; and Solutions & Products.
Market Cap
CHF 35.8B
Pitch Price
CHF 41.78
Price Target
105.40 (+40%)
Dividend
4.76%
EV/EBITDA
6.22
P/E
11.41
EV/Sales
1.61
Sector
Construction Materials
Category
special_situation
Holcim AG - $HOLN.SW
HOLN.SW: Holcim plans US spin-off by H1 2025, targeting $30B+ valuation. N. America op. profit +26% CAGR 2019-2023. Aims for S&P 500 inclusion, $5B 2030 profit. Risks: stub drop, market weakness. 25% upside potential if combined valuation matches CRH. Catalyst: spin-off trading.
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