Report
Stephane Houri

2CRSI : Trop peu de visibilité. Opinion Neutre réitérée

>Le S1 illustre la forte dépendance à Blade et un déficit de nouveaux grands contrats - Pour rappel, 2CRSI a publié mardi soir un CA S1 à 21.5 M€, en baisse de 15% y/y et bien en-dessous de nos attentes (ODDO BHF : 38 M€). Malgré une progression significative de la marge brute (+2.7pts à 23.1%), le groupe publie un EBITDA négatif de 0.8 M€ (ODDO BHF : 3.2 M€e) en raison de la hausse des dépenses opérationnelles liée au renforcement des équipes et des moyens du groupe....
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.

Provider
Oddo BHF
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.

Analysts
Stephane Houri

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