Bricks, blocks, barriers

Cemex Holdings Philippines is banking on increased national government infrastructure spending this year, driven by an influx of flagship projects that are expected to boost its revenue.

However, the company faces challenges, including sluggish cement prices, the potential impact of Trump’s tariff policies, and an upcoming public works ban ahead of the election period.

These factors could lead to delays in awarding new contracts and government-led infrastructure projects, as well as margin pressure and inventory management challenges.