Oddo BHF - 2CRSI SA (2CRSI) 2CRSI : Résultats S1 en-dessous des attentes. Vers un S2 plus contributif

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Oddo BHF

Nicolas Thorez

2CRSI : Résultats S1 en-dessous des attentes. Vers un S2 plus contributif

>Forte baisse de la rentabilité S1 dans une logique d’investissements, et d’évolution des paramètres opérationnels - 2CRSi a publié hier soir des résultats S1 (mars-août) inférieurs à nos attentes. Pour un CA (déjà publié fin octobre) de 95.7 M€, en croissance de 6.1% y-o-y, l’EBITDA atteint 2.6 M€ (vs ODDO BHF 4.3 M€), soit une marge de 2.7%, en nette baisse de 200 pb par rapport à 4.7% au S1 2021/22. Ceci malgré une Marge Brute globalement stable à 22.0% (contre 22....

30/11/2022 1 FR

Underlying

2CRSI SA

2Crsi SA. 2Crsi SA is a France-based company, which serves as a manufacturer of server solutions and other data storage device wholesaler. Its portfolio of solutions includes Data Centers, which provides customers with smarter storage; Independent Software Vendors (ISV), which enables users to create solutions that optimize customers' data experience; Industries, which provides information technology (IT) equipment for a number of industries, including the aerospace, petroleum, oil & gas and healthcare sectors, among others. Additionally, 2Crsi manufactures a range of products, which includes servers, storage solutions, converged platform, appliances and micro clusters. Its customers include OVH, Free, Dassault Group, CGG Veritas, and many independent software vendors, data centers, distributors, and other businesses, among others.

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FR0013341781 Euronext Paris France

Provider

Oddo BHF

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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Analysts

Nicolas Thorez

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2CRSI : Résultats S1 en-dessous des attentes. Vers un S2 plus contributif

ODDO BHF Small & MIDCAP MORNING NEWS - 27/03/2024 Date Performance depuis l’entrée Date Performance depuis l’entrée

ODDO BHF Small & MIDCAP MORNING NEWS - 03/27/2024 Date Performance since listing Date Performance since listing

2CRSI : Fresh orders at GTC: € 150m sales target for 2023-2024 looks to be confirmed

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 24/04/2024

ING Group : Good Q1 net profit, material SBB expected, stable NII and costs

Aker BP : Q1 2024 results slightly ahead of expectations but weaker FCF

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