RHI Magnesita (RHIM · LSE)
IndustrialsLSEEUROPELarge
Bringing The Heat
The Global Backbone of High-Heat Industries with a Sustainable Edge
RHI Magnesita NV
RHIM: LSE
2815.00 GBp
+4.45%
year to date
Market Cap
Avg Volume
Price
P/E Ratio
Pricing delayed 20 minutes Sep 21, 2026, 12:00 AM
Bull case for RHI Magnesita
Built-In Demand
Frequent refractory replacements, especially in steel, drive steady revenue, with low customer cost exposure allowing pricing flexibility.
Supply Chain Control
Vertical integration cuts costs and reduces raw material risks, while refractory margins hit record highs.
M&A
Resco acquisition enhances U.S. presence and margin potential.
Bear case for RHI Magnesita
Integration Challenges
M&A synergies take time to materialize and may face execution risks.
Raw Material Price Volatility
Market downturns can impact vertical integration benefits.
Cyclical Industry Risks
Steel and construction downturns may depress refractory demand.