DEME DEME GROUP NV

Trading update Q3 2024: op weg naar een recordomzet in 2024

Trading update Q3 2024: op weg naar een recordomzet in 2024

Hoogtepunten derde kwartaal 2024

  • In de eerste negen maanden van het jaar steeg de groepsomzet met 32% tot bijna 3 miljard euro in vergelijking met een omzet van 2,3 miljard euro in dezelfde periode vorig jaar
  • Het orderboek blijft gezond op een niveau van 7,1 miljard euro
  • Het management heeft zijn verwachtingen voor het jaar naar boven bijgesteld, en verwacht nu een jaar over jaar omzetgroei die de 20% zal overschrijden, met een EBITDA-marge vergelijkbaar met die van 2023



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EN
14/11/2024

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Reports on DEME GROUP NV

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ODDO BHF Small & MIDCAP MORNING NEWS - Date1

We initiate coverage of Heijmans, a contractor focused on the Dutch market, with an Outperform rating and a TP of € 36.5 (DCF based). The Dutch residential market is finally recovering, and we believe Heijmans is well-positioned to benefit due to its land bank and property development arm, driving up revenues while EBITDA margins are expected to exceed 8.5% in the Living unit. Heijmans is also benefitting from strong demand from the infrastructure and energy markets, allowing for soli...

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ODDO BHF Small & MIDCAP MORNING NEWS - 11/14/2024

We initiate coverage of Heijmans, a contractor focused on the Dutch market, with an Outperform rating and a TP of € 36.5 (DCF based). The Dutch residential market is finally recovering, and we believe Heijmans is well-positioned to benefit due to its land bank and property development arm, driving up revenues while EBITDA margins are expected to exceed 8.5% in the Living unit. Heijmans is also benefitting from strong demand from the infrastructure and energy markets, allowing for soli...

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Benelux Morning Notes

Agfa-Geveart: Material miss on Healthcare activities. ASML: Long-term guidance confirmed. CVC Capital Partners: Comfortably on track. DEME Group: Raises outlook, lowers capex guidance. Proximus: Pressure on CEO from another possible coalition party. SBM Offshore: Again delivering

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>Very strong Q3 sales: beat of 16% and yoy growth of 40% - In its Q3 sales and order book update, DEME reported sales of €1.16bn, a beat of 16% versus our estimate (no css available). That €1.16bn in sales also means YoY growth of 39.9%, a clear acceleration versus growth in the first 6 months of 2024 which amounted to 29.9%. Offshore Energy did extremely well with YoY growth in Q3 of 86% (H1 2024 YoY growth was 38%) driven by higher capacity (fleet extensions) and hi...

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