Growth And ExpansionTTAM is uniquely positioned to cost effectively expand its domestic cement production ~25% by 2030 primarily by lowering clinker mix.
Market PositionTTAM is a leading vertically integrated, manufacturer and supplier of cement, ready-mix concrete, block, and aggregates in the Eastern US with enviable market share in Florida and the NYC metro area.
ValuationTTAM offers good value with its current trading at a 30% discount to its peers, which is expected to narrow.