Positive Assessment by DZ Bank
The DZ Bank has recently raised the fair value of Heidelberg Materials’ shares from 162 to 191 Euros and maintained the rating at “Buy.” This decision is based on the expected positive effects that the announced infrastructure program of the federal government will have on the construction materials company. Analyst Thorsten Reigber from DZ Bank has increased his forecasts for the company, with the upcoming Capital Markets Day at the end of May seen as a potential price driver.
Background and Significance
Infrastructure Program: The federal government is planning a comprehensive infrastructure program that envisions significant construction and infrastructure investments, which could boost the demand for building materials. Heidelberg Materials, as a leading provider in this area, is well-positioned to benefit from this upswing.
Market Development: Since the beginning of 2025, the stock of Heidelberg Materials has increased by 37.6%, reflecting a strong market position and positive expectations. The current price is around 164.15 Euros, which is below the new fair value of 191 Euros.
Investor Perspective: The buy recommendation signals growth potential that could attract investors looking to benefit from future favorable developments.
Comparison with Other Analyses
JPMorgan: JPMorgan has also rated Heidelberg Materials as “Overweight,” supporting the positive market assessment.
Deutsche Bank Research: Previous positive assessments from Deutsche Bank reinforce the promising projections for Heidelberg Materials.
Overall, the assessment by DZ Bank highlights that Heidelberg Materials could benefit from the planned infrastructure measures, making the stock an attractive investment opportunity.