Glanbia : L’inflation du prix du lactosérum devrait peser sur la marge d’EBITDA de GPN en 2025, en particulier au S1
>La marge de GPN de 2025 attendue en ligne avec celle du S2 2024 de 15% en raison de la poursuite de la hausse du prix du lactosérum prévue jusqu’au S1 2025 - La croissance organique de GPN de -0.8% sur 9mois comme au T3 reflète un effet volume de 3.2% compensé par un effet prix de -4%. Les ventes sont quasi-stables en Amériques, malgré l'impact négatif de SlimFast (-33%). En excluant cet effet, la croissance serait de 5%. GPN progresse à l'international (+4.7%) grâc...Glanbia is a performance nutrition and ingredients group, engaged in providing performance nutrition, cheese, dairy ingredients, specialty non-dairy ingredients and vitamin and mineral premixes. Co. segments include: Global Performance Nutrition, which is involved in the branded performance nutrition business; Global Ingredients, which manufactures cheddar cheese, provides dairy and non-dairy nutritional ingredients and micro-nutrient premixes; Dairy Ireland, which is engaged in the manufacture and sale of a range of consumer products and farm inputs; and Joint Ventures & Associates, which is engaged in the manufacture and sale of cheese, dairy ingredients and dairy consumer products.
Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.
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