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Breedon presses UK to tighten CBAM rules to shield domestic cement sector

Story Highlights
  • Breedon urges urgent refinement of the UK CBAM to ensure domestic cement producers are not undercut by higher-carbon imports.
  • The company warns unclear rules risk undermining UK cement output, jobs, housing targets and investment in low-carbon technologies.
  • Looking for the best stocks to buy? Follow the recommendations of top-performing analysts.
Breedon presses UK to tighten CBAM rules to shield domestic cement sector

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Breedon ( (GB:BREE) ) has provided an announcement.

Breedon Group has urged the UK government to refine the design and implementation of the UK Carbon Border Adjustment Mechanism before its planned start in January 2027, warning that unresolved details risk disadvantaging domestic cement producers against higher-carbon imports. In its response to HMRC’s technical consultation, the company set out five key demands, including early clarity on CBAM rates, inclusion of cement in energy cost compensation schemes, robust default emissions values, tighter enforcement to prevent mislabelling of imports and real-time monitoring to ensure the mechanism protects UK jobs, investment and net-zero ambitions.

Chief executive Rob Wood said a strong CBAM is essential to prevent carbon leakage and support domestic cement output needed for major housing targets and wider economic growth. Breedon’s intervention, made alongside wider industry campaigning, underscores the sector’s concern that an ill-calibrated regime could undermine national security of supply, discourage low-carbon investment and allow carbon-intensive foreign producers to undercut UK manufacturers.

The most recent analyst rating on (GB:BREE) stock is a Buy with a £334.00 price target. To see the full list of analyst forecasts on Breedon stock, see the GB:BREE Stock Forecast page.

Spark’s Take on BREE Stock

According to Spark, TipRanks’ AI Analyst, BREE is a Neutral.

The score is driven primarily by solid financial performance (steady growth and strong operating cash flow, but higher 2025 leverage and uneven FCF conversion) and very supportive valuation (low P/E and high dividend yield). Technicals are a secondary drag due to price trading below key moving averages and negative MACD.

To see Spark’s full report on BREE stock, click here.

More about Breedon

Breedon Group is a FTSE 250-listed, vertically integrated construction materials producer operating in Great Britain, Ireland and the United States. The company supplies cement, aggregates, ready-mixed concrete, asphalt and related services through an extensive network of quarries and plants, and runs two well-invested cement facilities focused on carbon reduction practices across the heavyside construction materials market.

Average Trading Volume: 1,530,651

Technical Sentiment Signal: Sell

Current Market Cap: £1.05B

Find detailed analytics on BREE stock on TipRanks’ Stock Analysis page.

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