Cemex S.A.B. de C.V. stock (MXP225611567): Global cement leader navigates construction cycles

Cemex reported second-quarter operating cash flow of US$1.02 billion, up 24%, as sales rose 12% to about US$4.1 billion, according to the company. Net income increased 9% to around US$347 million. Cemex raised its 2026 EBITDA-growth guidance to 16–17% from a prior high-single-digit outlook.

Cemex SAB de CV reported Q2 results showing sales up about 12% to roughly US$4.1B and record EBITDA of US$1.02B, up 24%, with net income up 9% to about US$347M, according to the company. Cemex raised its 2026 EBITDA growth outlook to 16-17% from a prior high-single-digit forecast.

Cemex S.A.B. de C.V. said it will sell most of its Colombia operations to Holcim for about $485m, including a cement plant, a grinding mill and 20+ concrete/aggregates sites. Cemex expects total proceeds of about $555m, plus ~$70m from other asset sales, while keeping two plants in Colombia.

Cemex said it is divesting most of its Colombia business for about $555 million across several transactions, according to the company. Holcim will buy a cement plant, grinding mill and related assets for $485 million. Cemex expects the exit to close around year-end, subject to regulatory approval, as part of its portfolio rebalancing toward the U.S.

Cemex said it has signed a new five-year US$3bn syndicated revolving credit facility (the 2026 Credit Agreement) to fund general corporate purposes, including refinancing existing obligations for the parent and affiliates. The company said terms keep interest margins and commitments consistent with an investment-grade structure, with a 3.75x leverage cap and 2.75x coverage floor. Pricing is SOFR plus 85–137.5 bps depending on credit rating.

The Information reported Nvidia plans to invest up to $3 billion in Lancium, a Blackstone-backed power and data center infrastructure developer tied to the Stargate AI initiative. Nvidia would initially put in $2 billion for a 20% stake, with up to $1 billion more contingent on performance thresholds. No company comment was provided.