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Aug 2 2024, 07:00 IST/BST
Our core thesis is that CRH’s integrated solutions model is the most future-proofed offering in the market; its delivery and further scaling in expanding end-markets imply outsized growth. So, while adverse weather conditions have not been helpful in Q2, we believe CRH should fare better than peers and we expect its differentiated model to outperform in 2024. This should catalyse the re-rating that CRH’s business quality merits.
Aug 2 2024, 07:00 IST/BST