全球泥浆公司(Holcim Ltd.)已于今年第二次上调全年指引,因对更可持续建筑材料的强劲需求导致第三季度利润超出预期。该瑞士水泥制造商现 forecasts 全年recurring EBIT增长最高可达12%,此前估计为10%,销售额预计增长约5%。
“在困难的市场环境中,这是一表现良好的业绩,”RBC分析师Anthony Codling表示。股价最高涨幅达6%,创下自四月以来最大涨幅。公司乐观的展望源于第三季度recurring EBIT增长17%至97600万瑞士法郎(12亿美元),超过94670万法郎的预期。
Increased customer demand and cost discipline helped drive the momentum, CEO Miljan Gutovic said. Holcim的展望凸显了其低碳足迹产品帮助其避免日益增长的能源成本压力。欧洲基础设施建设加速,住宅建筑许可证也被视为支撑其业务。
In September, the company posted a record in alternative fuel usage in Europe, well above 70%, with a target of 90% by 2030. Germany, Greece, Romania, Spain and Switzerland led sales growth in Europe, while Latin America also saw net sales increase. Holcim closed 10 acquisitions in the first half and aims to announce roughly 15 by year-end。
来源: Bloomberg Markets · 由HeadlinesBriefing整理摘要