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RHI Magnesita NV (DE:RHF)
FRANKFURT:RHF

RHI Magnesita NV (RHF) Price & Analysis

3 Followers

RHF Stock Chart & Stats

€30.10
-€0.70(-1.78%)
At close: 4:00 PM EST
€30.10
-€0.70(-1.78%)

Bulls Say, Bears Say

Bulls Say
Strong Cash Generation And ConversionSustained positive FCF and a 105% cash conversion rate provide durable liquidity to fund dividends, structural self-help programs and gradual deleveraging. This cash resilience reduces refinancing risk and underpins the company’s ability to absorb cyclical downturns over multiple years.
Execution Of Structural Self-help InitiativesDelivery of recurring operational levers (pricing/mix, network optimization, SG&A reductions and project mix) that generated material savings demonstrates management’s ability to structurally improve margins. These are durable margin drivers rather than one-off gains and underpin medium-term profitability.
Strategic Footprint Expansion Via Resco AcquisitionThe Resco deal and improved local-for-local strategy increase scale in North America, improving contract capture, shortening lead times and enabling higher-value service offerings. Stronger regional scale supports recurring consumable sales and enhances competitive positioning over time.
Bears Say
Elevated Leverage And Weakened EquityHigher leverage and declining equity reduce financial flexibility to invest or weather prolonged weakness. With operating cashflow covering a smaller share of debt, the company faces slower deleveraging unless cash generation stays strong, increasing refinancing and covenant vulnerability.
Severe Industrial-project Demand CollapseA 40% drop in industrial projects creates persistent revenue shortfalls and fixed-cost under-absorption in specialized plants. Long project lead times and management’s view that recovery isn’t expected before 2027 mean weak project revenue and utilization issues could depress returns for multiple years.
Sustained Margin Pressure From Low-cost CompetitionStructural competition from low-cost Chinese exports and regional overcapacity limits pricing power and keeps backward integration returns at cyclical lows. This constrains gross margin recovery and makes earnings improvement reliant on cost and mix actions rather than market-driven pricing.

RHI Magnesita NV News

RHF FAQ

What was RHI Magnesita NV’s price range in the past 12 months?
RHI Magnesita NV lowest stock price was €21.90 and its highest was €38.00 in the past 12 months.
    What is RHI Magnesita NV’s market cap?
    RHI Magnesita NV’s market cap is €1.56B.
      When is RHI Magnesita NV’s upcoming earnings report date?
      RHI Magnesita NV’s upcoming earnings report date is Jul 27, 2026 which is in 49 days.
        How were RHI Magnesita NV’s earnings last quarter?
        RHI Magnesita NV released its earnings results on Mar 02, 2026. The company reported €1.756 earnings per share for the quarter, beating the consensus estimate of N/A by €1.756.
          Is RHI Magnesita NV overvalued?
          According to Wall Street analysts RHI Magnesita NV’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does RHI Magnesita NV pay dividends?
            RHI Magnesita NV does not currently pay dividends.
            What is RHI Magnesita NV’s EPS estimate?
            RHI Magnesita NV’s EPS estimate for its next earnings report is not yet available.
            How many shares outstanding does RHI Magnesita NV have?
            RHI Magnesita NV has 47,353,840 shares outstanding.
              What happened to RHI Magnesita NV’s price movement after its last earnings report?
              RHI Magnesita NV reported an EPS of €1.756 in its last earnings report, beating expectations of N/A. Following the earnings report the stock price went down -13.794%.
                Which hedge fund is a major shareholder of RHI Magnesita NV?
                Currently, no hedge funds are holding shares in DE:RHF
                What is the TipRanks Smart Score and how is it calculated?
                Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                  RHI Magnesita NV Stock Smart Score

                  6
                  Neutral
                  1
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                  5
                  6
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                  10

                  Company Description

                  RHI Magnesita NV

                  RHI Magnesita N.V. is a global company that develops, produces, sells, installs, and maintains refractory products and systems vital for industrial high-temperature processes worldwide. Its extensive product portfolio encompasses a broad spectrum of refractory materials. These include various magnesia-based composites like magnesia spinel, dolomite-magnesia, magnesia-chrome, high-purity magnesia, and magnesia-carbon bricks; alumina; alumina silicate; silicon carbide; zirconium; fireclay; and silica formulations. The company offers both shaped products, such as bricks, and unshaped refractories, including mortars, ramming mixes, and diverse castables (e.g., low cement and insulating concretes). Further offerings comprise high-temperature insulation, precast shapes, monolithic parts, and ceramic and metallic anchoring systems, alongside specialized materials like zircon-magnesia, mullite/andalusite, and calcium aluminate. These advanced solutions are crucial for equipment operating under extreme heat, such as induction and electric arc furnaces, AOD converters, ladles, tundishes, and slide gates. RHI Magnesita also supplies a range of raw materials and commodities, including different forms of magnesia (raw, caustic, sintered) and dolomite, slag conditioners, spinels, and chromite. Beyond products, the company delivers comprehensive services, encompassing electromechanical and refractory maintenance, repairs, and assemblies; solution development and monitoring; and specialized engineering, project management, lining, and metalworking factory services. Its expertise provides tailored solutions across diverse industrial sectors, notably iron and steel production, continuous casting, non-ferrous metals, and applications involving hydraulic or electrical power, steel plant aggregates, and robotic handling. Established in 1834, RHI Magnesita N.V. is headquartered in Vienna, Austria.

                  RHI Magnesita NV (RHF) Earnings & Revenues

                  RHF Stock 12 Month Forecast

                  Average Price Target

                  €38.23
                  ▲(27.02% Upside)
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1,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 2, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":22.675,"date":1761955200000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 3,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 2, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":28.078,"date":1764547200000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 2,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 2, \t&nbsp;</span>\n     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