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1. Company Snapshot

1.a. Company Description

Franchi Umberto Marmi S.p.A. engages in the extraction, processing, marketing, and supply of marble slabs and blocks in Italy and internationally.The company provides Calacatta Franchi, Statuario Franchi, Bianco Venatino, Bianco Carrara and Gioia, Zebrino, Bardiglio, Manhattan Grey, and Grigio Collemandina marbles.It also operates a Franchi store.


Franchi Umberto Marmi S.p.A. was founded in 1971 and is headquartered in Carrara, Italy.Franchi Umberto Marmi S.p.A. is a subsidiary of Holding Franchi S.p.A.

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1.b. Last Insights on FUM

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1.c. Company Highlights

2. Transcript Summary

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3. NewsRoom

4. Business Breakdown

4.a. Revenues by Country

4.b. Revenues by Segment

5. Expected revenues mid-term growth (3.82%)

6. Segments

Blocks - Statuario

Expected Growth: 3.5%

The 3.5% growth of Blocks - Statuario from Franchi Umberto Marmi S.p.A. is driven by increasing demand for luxury construction materials, rising popularity of marble in high-end architectural projects, and growing investments in infrastructure development, particularly in emerging markets.

Blocks - Calacatta

Expected Growth: 3.8%

The 3.8% growth of Blocks - Calacatta from Franchi Umberto Marmi S.p.A. is driven by increasing demand for luxury construction materials, rising popularity of marble in high-end architectural projects, and strategic expansion into emerging markets, particularly in Asia and the Middle East.

Slabs - Calacatta

Expected Growth: 4.2%

The 4.2% growth of Slabs - Calacatta from Franchi Umberto Marmi S.p.A. is driven by increasing demand for luxury interior design, rising popularity of marble in high-end construction projects, and growing exports to countries with high demand for premium building materials.

Slabs - Statuario

Expected Growth: 4.1%

The 4.1% growth of Slabs - Statuario from Franchi Umberto Marmi S.p.A. is driven by increasing demand for luxury construction materials, rising popularity of marble in high-end interior design, and strategic expansion into new markets, particularly in Asia and the Middle East.

Blocks - Other Quality

Expected Growth: 3.2%

Franchi Umberto Marmi S.p.A.'s Blocks - Other Quality segment growth of 3.2% is driven by increasing demand for high-quality marble and granite products, fueled by rising construction activities, infrastructure development, and growing consumer preference for luxury materials. Additionally, the company's strategic expansion into new markets and investments in technology have improved operational efficiency, contributing to the segment's growth.

Slabs - Other Quality

Expected Growth: 3.5%

Franchi Umberto Marmi S.p.A.'s Slabs - Other Quality segment growth of 3.5% is driven by increasing demand for high-end architectural projects, rising popularity of luxury interior design, and strategic partnerships with premium construction companies, coupled with the company's focus on innovative product development and efficient supply chain management.

Slabs - Gioia Venato

Expected Growth: 4.5%

The 4.5% growth of Slabs - Gioia Venato from Franchi Umberto Marmi S.p.A. is driven by increasing demand for luxury interior design, rising popularity of natural stone in high-end construction projects, and strategic expansion into emerging markets, particularly in Asia and the Middle East.

Slabs - Venatino

Expected Growth: 4.3%

The 4.3% growth of Slabs - Venatino from Franchi Umberto Marmi S.p.A. is driven by increasing demand for luxury construction materials, rising popularity of natural stone in high-end architectural projects, and strategic expansion into emerging markets, coupled with the company's commitment to sustainable and eco-friendly practices.

Blocks - Venatino

Expected Growth: 3.8%

The 3.8% growth of Blocks - Venatino from Franchi Umberto Marmi S.p.A. is driven by increasing demand for luxury construction materials, rising popularity of marble in high-end architectural projects, and strategic expansion into emerging markets, particularly in Asia and the Middle East.

Blocks - Gioia Venato

Expected Growth: 4.0%

The 4.0% growth of Blocks - Gioia Venato from Franchi Umberto Marmi S.p.A. is driven by increasing demand for luxury construction materials, rising popularity of natural stone in high-end architectural projects, and strategic expansion into emerging markets, particularly in Asia and the Middle East.

Related Services

Expected Growth: 5.0%

Franchi Umberto Marmi S.p.A.'s 5.0% growth in Related Services is driven by increasing demand for luxury marble and stone products, expansion into new markets, and strategic partnerships with high-end construction companies and interior designers. Additionally, the company's focus on sustainability and eco-friendly practices resonates with environmentally conscious consumers, contributing to its growth momentum.

Others

Expected Growth: 4.8%

Franchi Umberto Marmi S.p.A.'s 4.8% growth is driven by increasing demand for high-end marble products, expansion into new markets, and strategic partnerships with architects and designers. Additionally, the company's focus on sustainability and eco-friendly practices has attracted environmentally conscious consumers, contributing to its growth.

7. Detailed Products

Marble Blocks

Raw marble blocks extracted from quarries, suitable for further processing into various marble products

Marble Slabs

Polished and cut marble slabs for interior design and architectural applications

Marble Tiles

Cut and polished marble tiles for flooring, wall coverings, and other decorative applications

Marble Mosaics

Artistic marble mosaics created from small pieces of marble, suitable for decorative wall coverings and flooring

Marble Vanity Tops

Custom-made marble vanity tops for luxury bathrooms and kitchens

Marble Fireplaces

Custom-made marble fireplaces for luxury residential and commercial projects

8. Franchi Umberto Marmi S.p.A.'s Porter Forces

Forces Ranking

Threat Of Substitutes

The threat of substitutes is moderate for Franchi Umberto Marmi S.p.A. due to the availability of alternative materials and products in the market.

Bargaining Power Of Customers

The bargaining power of customers is low for Franchi Umberto Marmi S.p.A. due to the company's strong brand reputation and customer loyalty.

Bargaining Power Of Suppliers

The bargaining power of suppliers is moderate for Franchi Umberto Marmi S.p.A. due to the presence of multiple suppliers in the market.

Threat Of New Entrants

The threat of new entrants is high for Franchi Umberto Marmi S.p.A. due to the relatively low barriers to entry in the marble and granite industry.

Intensity Of Rivalry

The intensity of rivalry is high for Franchi Umberto Marmi S.p.A. due to the presence of several established competitors in the market.

9. SWOT Analysis

10. Capital Structure

10.a. Balance Sheet

10.b. Weighted Average Cost of capital

Value
Debt Weight 26.69%
Debt Cost 3.95%
Equity Weight 73.31%
Equity Cost 5.92%
WACC 5.39%
Leverage 36.41%

11. Quality Control: Franchi Umberto Marmi S.p.A. passed 4 out of 9 key points

12.a Historical Valuation

12.b Price/Earnings Ratio

12.c Margin Valuation

12.d Peers Valuation

Peers Group Analysis

Stock-Card
James Halstead

A-Score: 5.4/10

Value: 4.8

Growth: 3.4

Quality: 8.2

Yield: 8.1

Momentum: 1.0

Volatility: 6.7

1-Year Total Return ->

Stock-Card
Deceuninck

A-Score: 5.3/10

Value: 7.2

Growth: 4.8

Quality: 4.2

Yield: 5.6

Momentum: 2.0

Volatility: 8.0

1-Year Total Return ->

Stock-Card
Franchi Umberto Marmi

A-Score: 5.1/10

Value: 7.9

Growth: 2.1

Quality: 5.5

Yield: 6.2

Momentum: 0.5

Volatility: 8.3

1-Year Total Return ->

Stock-Card
FM Mattsson Mora

A-Score: 5.1/10

Value: 4.6

Growth: 4.7

Quality: 5.8

Yield: 8.1

Momentum: 6.0

Volatility: 1.3

1-Year Total Return ->

Stock-Card
Norcros

A-Score: 4.6/10

Value: 5.1

Growth: 2.2

Quality: 4.0

Yield: 6.9

Momentum: 6.0

Volatility: 3.3

1-Year Total Return ->

Stock-Card
Lindab

A-Score: 3.5/10

Value: 3.0

Growth: 5.3

Quality: 3.8

Yield: 3.8

Momentum: 1.5

Volatility: 3.7

1-Year Total Return ->

Peers Metrics

12.e Scoring Insights

12.f DCF BETA

Parameters

Short Term Growth

Short term Time

Long-Term Growth

WACC

Target Price

3.77$

Current Price

3.77$

Potential

-0.00%

Expected Cash-Flows