Bryan Garnier - LEGRAND SA (07FAB) LEGRAND: Blast off ! | BUY Top Picks | EUR87(+7%)

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Bryan Garnier

Eric Lemarie

LEGRAND: Blast off ! | BUY Top Picks | EUR87(+7%)

LEGRAND - BUY Top Picks | EUR87(+7%)
Blast off !

Buoyant start of the year
Guidance obviously upgraded
Consensus expected to be revised positively

06/05/2021 3 EN

Underlying

LEGRAND SA

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Provider

Bryan Garnier

Since 1996, Bryan, Garnier & Co has been growing with an absolute conviction that the investment banking landscape would experience a major revolution: most of the large local generalist banking groups will disappear to the benefit of a handful of global powerhouses, and an emerging group of independent, highly specialised boutique investment banks.

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Analysts

Eric Lemarie

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LEGRAND (NEUTRAL, TP EUR94) | Q3 in line. New guidance already priced in

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Bryan Garnier

LEGRAND NEUTRAL | EUR94 VS. EUR92 Ready for leverage from solid long term drivers (capital market day feedback)

LEGRAND NEUTRAL | EUR94 VS. EUR92 Ready for leverage from solid long term drivers (capital market day feedback) Top line organic growth is about to accelerate… … on the back of a good positioning, innovation & favorable megatrends Neutral maintained on the back of unchanged mid-term guidance.

September 23, 2021 September 23, 2021 4 EN

Independent Investment Research

Monthly LMI Update Independent Investment Research

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L'Oréal reports encouraging Q1 2024 sales figures

L'Oréal's Q1 sales were above market expectations. Excluding a technical one-off positive impact, sales grew 8.1% lfl over the quarter (consensus: +6.4%) thanks to strong performances in the mass market and Derma Beauty divisions. L'Oréal continued to outperform a still dynamic beauty market (+6%).

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Cedric Rossi

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EssilorLux: in-line Q1 sales performance and good vibes ahead of Q2

Yesterday evening, EssilorLux unveiled Q1 sales up 5.5% FX-n to EUR6.34bn, fairly in line with CSSe (EUR6.38bn) despite a tough comp base and unfavourable calendar effect. We see room for accelerating trends given increased tailwinds from: 1/ pricing in frames (BGe: MSD price hike), 2/ the ramp-up

April 19, 2024 April 19, 2024 1 EN

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LEGRAND: Blast off ! | BUY Top Picks | EUR87(+7%)

LEGRAND (NEUTRAL, TP EUR94) | Q3 in line. New guidance already priced in

LEGRAND NEUTRAL | EUR94 VS. EUR92 Ready for leverage from solid long term drivers (capital market day feedback)

Monthly LMI Update Independent Investment Research

L'Oréal reports encouraging Q1 2024 sales figures

Food Delivery: diverging growth/FCF profiles

EssilorLux: in-line Q1 sales performance and good vibes ahead of Q2

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