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RHI Magnesita NV (DE:RHF)
FRANKFURT:RHF

RHI Magnesita NV (RHF) Price & Analysis

3 Followers

RHF Stock Chart & Stats

€32.40
-€1.90(-5.43%)
At close: 4:00 PM EDT
€32.40
-€1.90(-5.43%)

Bulls Say, Bears Say

Bulls Say
Strong Cash Generation And ConversionThe company delivered robust cash generation and high cash conversion (operating cash flow €391m, FCF €214m, conversion 105%). Durable cash generation supports deleveraging, dividend payments and targeted network optimization, providing financial flexibility through the cycle.
Decisive Self-help And ExecutionManagement executed structural self-help (≈€70m benefit) and set 2026 guidance explicitly on four recurring levers. Demonstrated delivery (pricing mix, SG&A cuts, network optimisation, project recovery) shows operational capability to lift margins and resilience absent market demand recovery.
Sustainability And Vertical Integration ProgressMeaningful sustainability gains (CO2 intensity -15%, recycling ~16%) and green-steel contracts create structural differentiation. Combined with backward integration contribution, recycling and JV earnings reduce raw-material exposure and open premium, non-cyclical markets over the medium term.
Bears Say
Elevated Leverage And Balance-sheet StressLeverage increased materially (net debt and D/E ≈1.81) while equity fell and ROE slid. With operating cash flow covering a smaller share of debt, financial flexibility to absorb prolonged weakness or fund opportunistic investment is constrained, elevating refinancing and downside risk.
Revenue Decline And Margin CompressionTop-line contraction and material margin erosion (net margin ~2.6% in 2025) reflect weaker pricing and cost absorption. Persisting compression undermines return on capital and free-cash-flow potential, limiting scope to rebuild buffers if end-market demand remains subdued.
Persistent Weak Demand And Project CollapseA 40% collapse in industrial projects and historic lows in glass activity create prolonged capacity under‑utilisation and fixed-cost under-absorption. Long project lead times and management’s view of no meaningful recovery before 2027 make demand a structural headwind to earnings recovery.

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 €1.58B.
      When is RHI Magnesita NV’s upcoming earnings report date?
      RHI Magnesita NV’s upcoming earnings report date is Mar 01, 2027 which is in 185 days.
        How were RHI Magnesita NV’s earnings last quarter?
        RHI Magnesita NV released its earnings results on Jul 31, 2026. The company reported €1.808 earnings per share for the quarter, missing the consensus estimate of €1.869 by -€0.061.
          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 47,370,113 shares outstanding.
              What happened to RHI Magnesita NV’s price movement after its last earnings report?
              RHI Magnesita NV reported an EPS of €1.808 in its last earnings report, missing expectations of €1.869. Following the earnings report the stock price went up 3.482%.
                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
                  2
                  3
                  4
                  5
                  6
                  7
                  8
                  9
                  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

                  €36.76
                  ▲(13.47% Upside)
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2,\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":29.168,"date":1767225600000,"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              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":30.305,"date":1769904000000,"info":" <span style=\"color:#828080\" class=\"mb3 mt2 fonth8_semibold\"> Hold</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 0,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 1, \t&nbsp;</span>\n           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