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1. Company Snapshot

1.a. Company Description

Budimex SA operates as an infrastructure and services company in Poland and internationally.It operates through Construction Business, Development Activities and Property Management, and Service Activities segments.The company is involved in the general contracting of public, commercial, industrial, and residential buildings, as well as sports facilities.


It also engages in the construction of hydraulic engineering projects, including shoreline armoring; construction and reinforcement of embankments and wharfs; and construction and reconstruction of drains and water bodies, and flood defenses, as well as road, railway, and airport infrastructure projects construction.In addition, the company is involved in the construction, modernization, and extension of wastewater treatment plants, water and sewer networks, and water treatment plants; waste treatment, storage, and drying plants; and incineration plants and materials recycling facilities, as well as undertaking energy and industrial projects.Further, it provides equipment for earth works; mixtures distribution; routing the pavement, piling, and lifting works; and professional flatbed transport.


Additionally, the company offers bituminous mixtures, as well as laboratory and technological services; invests in lands; sells apartments; and rents and manages properties.The company was founded in 1968 and is headquartered in Warsaw, Poland.Budimex SA is a subsidiary of Ferrovial Construction International SE.

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1.b. Last Insights on BDX

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1.c. Company Highlights

2. Transcript Summary

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3. NewsRoom

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Budimex completes $502m Warsaw West station reconstruction

Dec -01

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4. Business Breakdown

4.a. Revenues by Country

4.b. Revenues by Segment

5. Expected revenues mid-term growth (10.38%)

6. Segments

Construction

Expected Growth: 10%

Budimex SA's 10% growth in construction is driven by increasing infrastructure investments in Poland, rising demand for residential and commercial properties, and strategic partnerships with government agencies and private developers. Additionally, the company's focus on sustainable and innovative construction methods, as well as its strong order book, contribute to its growth momentum.

Service

Expected Growth: 14%

Budimex SA's 14% growth is driven by increasing infrastructure investments in Poland, rising demand for residential and commercial properties, and strategic expansion into new markets. Additionally, the company's focus on sustainable construction, innovative technologies, and cost optimization have improved operational efficiency, contributing to its growth momentum.

7. Detailed Products

Construction Services

Budimex SA provides comprehensive construction services, including design, build, and maintenance of infrastructure projects, such as roads, highways, bridges, and buildings.

Infrastructure Development

The company develops and implements infrastructure projects, including transportation systems, public buildings, and utility networks.

Real Estate Development

Budimex SA develops and manages commercial and residential properties, including office buildings, shopping centers, and housing estates.

Environmental Services

The company provides environmental services, including waste management, water treatment, and environmental consulting.

Energy and Industrial Construction

Budimex SA provides construction services for energy and industrial projects, including power plants, factories, and processing facilities.

8. Budimex SA's Porter Forces

Forces Ranking

Threat Of Substitutes

The threat of substitutes for Budimex SA is moderate due to the presence of alternative construction companies in the market.

Bargaining Power Of Customers

The bargaining power of customers is low due to the company's strong market position and limited customer concentration.

Bargaining Power Of Suppliers

The bargaining power of suppliers is moderate due to the company's dependence on a few large suppliers for raw materials.

Threat Of New Entrants

The threat of new entrants is low due to the high barriers to entry in the construction industry, including regulatory hurdles and capital requirements.

Intensity Of Rivalry

The intensity of rivalry is high due to the competitive nature of the construction industry, with many players competing for market share.

9. SWOT Analysis

Strength

Weaknesses

Opportunities

Threats

10. Capital Structure

10.a. Balance Sheet

10.b. Weighted Average Cost of capital

Value
Debt Weight 7.96%
Debt Cost 6.99%
Equity Weight 92.04%
Equity Cost 7.76%
WACC 7.70%
Leverage 8.65%

11. Quality Control: Budimex SA passed 8 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
ACS

A-Score: 6.9/10

Value: 5.8

Growth: 6.6

Quality: 4.4

Yield: 7.5

Momentum: 9.0

Volatility: 8.3

1-Year Total Return ->

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Stock-Card
Balfour Beatty

A-Score: 6.5/10

Value: 5.8

Growth: 6.1

Quality: 4.5

Yield: 4.4

Momentum: 9.0

Volatility: 9.3

1-Year Total Return ->

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Stock-Card
HOCHTIEF

A-Score: 6.1/10

Value: 5.3

Growth: 6.6

Quality: 4.8

Yield: 5.6

Momentum: 10.0

Volatility: 4.3

1-Year Total Return ->

View Full Report
Stock-Card
Webuild

A-Score: 5.9/10

Value: 7.0

Growth: 6.6

Quality: 2.9

Yield: 5.0

Momentum: 8.5

Volatility: 5.3

1-Year Total Return ->

View Full Report
Stock-Card
Budimex

A-Score: 4.5/10

Value: 2.4

Growth: 4.8

Quality: 5.4

Yield: 8.8

Momentum: 2.0

Volatility: 3.3

1-Year Total Return ->

View Full Report
Stock-Card
Arcadis

A-Score: 4.3/10

Value: 4.7

Growth: 6.3

Quality: 5.8

Yield: 3.1

Momentum: 1.0

Volatility: 4.7

1-Year Total Return ->

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Peers Metrics

12.e Scoring Insights

12.f DCF BETA

Parameters

Short Term Growth

Short term Time

Long-Term Growth

WACC

Target Price

608.0$

Current Price

608$

Potential

-0.00%

Expected Cash-Flows