Cementir Holding NV
F:3PC
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Cementir Holding NV
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Cementir Holding NV
Cementir Holding NV makes cement and related building materials used in roads, buildings, and infrastructure. Its core products include grey cement, white cement, ready-mix concrete, and aggregates such as sand and gravel. The company sits in the middle of the construction supply chain: it turns raw materials into standardized products that builders, contractors, and distributors use on job sites. Its main customers are construction companies, infrastructure contractors, ready-mix producers, and distributors that supply smaller builders. Cementir sells through local industrial channels rather than to end consumers, so its business depends on construction demand, public works, and repair and maintenance activity. It earns money mainly by selling cement and other heavy materials, where transportation, local plant locations, and reliable product quality matter a lot. What makes Cementir different is its strong position in white cement, a specialized product used when appearance and color consistency matter, such as in architectural concrete and decorative applications. The company also has a geographically spread manufacturing footprint, which helps it serve local markets because cement is expensive to ship long distances. That makes Cementir more of a regional industrial supplier than a consumer-facing brand.
Cementir Holding NV makes cement and related building materials used in roads, buildings, and infrastructure. Its core products include grey cement, white cement, ready-mix concrete, and aggregates such as sand and gravel. The company sits in the middle of the construction supply chain: it turns raw materials into standardized products that builders, contractors, and distributors use on job sites.
Its main customers are construction companies, infrastructure contractors, ready-mix producers, and distributors that supply smaller builders. Cementir sells through local industrial channels rather than to end consumers, so its business depends on construction demand, public works, and repair and maintenance activity. It earns money mainly by selling cement and other heavy materials, where transportation, local plant locations, and reliable product quality matter a lot.
What makes Cementir different is its strong position in white cement, a specialized product used when appearance and color consistency matter, such as in architectural concrete and decorative applications. The company also has a geographically spread manufacturing footprint, which helps it serve local markets because cement is expensive to ship long distances. That makes Cementir more of a regional industrial supplier than a consumer-facing brand.
Quarter hit by weather: Cementir said Q1 was hurt by the harshest winter in Europe and Turkey in 20 years, plus a different maintenance schedule, which drove lower volumes and a sharp EBITDA decline.
Revenue and EBITDA fell: Revenue came in at EUR 345.9 million, down 6% year on year, while EBITDA fell to EUR 38.8 million, down 41.6%.
Guidance unchanged: Management kept full-year 2026 guidance unchanged despite the weak start, saying March and April showed signs of recovery.
Turkey weak, but budgeted: Turkey was especially pressured by weather, weaker reconstruction demand, and Kars plant disposal, but management said the full-year volume decline had already been built into the budget.
Costs being recaptured: Management said energy and logistics inflation could total about EUR 38 million for the year, but price increases are already being implemented and most of the cost pressure is being recovered with a lag.
Balance sheet improved: Net cash rose to EUR 303.7 million, helped by the Kars Cimento disposal, insurance proceeds, and the Just Transition Fund.
