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May 29 2025, 08:31 IST/BST
Heidelberg Materials
Coherent plan and firm targets but stock has run hard
- Sectors : Building Materials
- Companies : Heidelberg Materials
DAVY VIEW
Heidelberg Materials (HEI) has shared a coherent and thorough plan (growth, returns and cash conversion all covered) for its progress in the 2025-30 period. With the stock having performed so well (up 85% in the past year) and the growth targets broadly matching consensus (c.€5.1bn operating profit by 2030), it is unclear that there was enough to extend the outperformance.
