Goldman Sachs favors European construction materials companies with pricing power
GS Goldman Sachs Group Inc
$904.72 +2.25%
View chart & analysis → - 1Goldman Sachs favors companies with earnings supported by pricing power and market structure.
- 2Sika and Rockwool have more than 10% upside potential compared to VA consensus against 2027 expected EBITDA when energy costs normalize.
- 3Rockwool has the potential for a low single-digit decline in 4Q26 base-case EBITDA if gas and electricity prices remain steady.
So what's the key point?
Goldman Sachs views European construction materials companies that can set their own prices favorably. Sika and Rockwool have the potential to rise more than 10 percent above expert expectations.
Source Investing.com +2 · View original ↗
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