RHI Magnesita NV (RHF) Price & Analysis
RHF Stock Chart & Stats
- Day’s Range
- N/A
- 52-Week Range
- N/A
- Previous Close
- N/A
- Volume
- N/A
- Average Volume (3M)
- N/A
- Market Cap
- CHF 1.41B
- Enterprise Value
- CHF 2.71B
- Total Cash (Recent Filing)
- CHF 440.39M
- Total Debt (Recent Filing)
- CHF 1.88B
- Price to Earnings (P/E)
- 13.3
- Beta
- 0.63
- Next Earnings
- Mar 01, 2027
- EPS Estimate
- N/A
- Next Dividend Ex-Date
- N/A
- Dividend Yield
- 5.59%
Bulls Say, Bears Say
Bulls Say
Essential Recurring Demand
Refractory products are essential consumables for high-temperature industrial assets and must be replaced as they wear out. This creates recurring demand linked to customer production, maintenance schedules, and relining cycles, supporting business durability beyond individual orders.
Integrated Solutions And Services
RHI Magnesita combines manufactured products with engineering, installation, repair, maintenance, and lifecycle services. This broader offering can deepen customer relationships, increase solution value, and support more recurring or resilient revenue than product sales alone.
Positive Free Cash Flow
Positive free cash flow demonstrates that the company continues to convert operations into cash despite a weaker earnings environment. This provides internal funding for investment, customer service capabilities, and financial obligations, supporting resilience over the next several quarters.
Bears Say
Persistent Revenue Decline
Revenue has declined for two consecutive years after stronger expansion in 2022–2023, indicating a tougher demand or pricing environment. Continued top-line weakness could reduce operating leverage, limit reinvestment capacity, and make earnings recovery more dependent on cost control.
Margin Compression
The sustained reduction in net margin indicates that profitability has weakened materially, consistent with higher costs and/or less pricing power. Lower earnings conversion leaves less buffer against further industrial softness and can constrain the company’s ability to self-fund growth.
Higher Leverage And Weaker Coverage
Rising leverage alongside declining debt coverage reduces financial flexibility while earnings are under pressure. A debt-to-equity ratio near 1.81 and operating cash flow covering only about 22% of debt could constrain deleveraging and increase sensitivity to sustained weakness.
RHF FAQ
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RHI Magnesita NV Stock Smart Score
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.
- Sector
- Industrials
- Industry
- Industrial Materials
- CEO
- Stefan Borgas
- Employees
- 20,000
- Website
- www.rhimagnesita.com
- Address
- Kranichberggasse 6, Vienna, WI, 1120, AT
RHI Magnesita NV (RHF) Earnings & Revenues
RHF Earnings Call
Earnings Call SentimentNeutral
The call presents a balanced picture: the company met full-year guidance and demonstrated strong cash generation, decisive self-help measures and a successful H2 operational turnaround (all structural actions underpinning medium-term resilience). However, material demand weakness—most notably a 40% collapse in industrial project volumes, a 9% top-line contraction, sustained margin pressure from Chinese exports, and significant currency headwinds—means near-term market recovery is not expected before 2027. Management’s emphasis on continued structural cost actions, M&A discipline and sustainability progress offsets many of the operational headwinds but does not eliminate the demand and macro risks in the short term.
View all CH:RHF earnings summaries