Heidelberg Materials: Strict Cost Management Drives Record Profit. Margin Strength Despite Weak Volumes in Construction. Morgan Stanley Rates Double Up, UBS Sees Potential Up to 260 EUR

Heidelberg Materials AG is a rebound candidate after a decline of –35% in just two months. The global demand for building materials for the energy transition, infrastructure, and housing construction remains unchallenged, but regulatory pressure forces producers to radically reduce their emissions. Heidelberg Materials plays a key role in this structural change. The company produces the essential raw materials for modern civilization while simultaneously investing heavily in CO2 capture facilities. The corporation solidifies this oligopoly through...