Professional
Added to YB: 2025-08-07
Pitch date: 2025-06-30
AMRZ [neutral]
Amrize AG
+24.32%
current return
Author Info
No bio for this author
Company Info
Amrize AG engages in the provision of various building solutions for infrastructure, commercial, and residential construction markets in North America.
Market Cap
CHF 32.3B
Pitch Price
CHF 39.53
Price Target
N/A
Dividend
N/A
EV/EBITDA
12.40
P/E
27.50
EV/Sales
3.24
Sector
Construction Materials
Category
special_situation
Bronte Capital Portfolio Holding: Amrize Ltd
AMRZ (holding udpdate): American spinoff from Holcim (June 2025) with cement plant & high-margin quarries (some 50%). US management + reduced European regulatory burden will optimize for stock price. Tariffs on Vietnamese imports to boost margins. Trades at 2x revenue vs competitor Marietta at 5.9x, signaling both profit & multiple expansion potential.
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