Business DiversificationWienerberger has diversified into a multi-product group with a solutions-driven offering, making it less cyclical.
Growth PotentialThe investor day highlighted growth potential in European Piping and Roofing businesses, driven by market demand for decarbonization, solar systems, and climate-focused solutions.
Stock ValuationThe stock's valuation offers a significant margin of safety, especially if lower rates drive housing and peace in Ukraine drives sentiment.