Arcure : Progression plus rapide des marges et valorisation qui devient attractive. Surperformance vs Neutre
>Marge EBITDA S1 en hausse de 11 pt vs FY 22 - Les résultats S1 d’Arcure publiés ce matin ressortent au-dessus de nos attentes sur l’opérationnel. Pour un CA S1 (déjà publié) de 8.1 M€ en hausse de 56% y-o-y, le taux de marge brute ressort à 56% (+6 pt) grâce à la commercialisation du Blaxtair Origin qui embarque un nouveau design et des composants différents, permettant de diminuer sensiblement son coût de revient. L’EBITDA S1 s’établit à 1.6 M€ traduisant une mar...Arcure SA is a France-based company specialized in the technology sector. The Company develops a range of solutions for enhancing the autonomy of industrial machinery. Arcure SA serves companies operating within construction, transport, tunnels or urban cleanup, logistics and the mining sector. Its portfolio includes two main products: Blaxtair and Omega. Blaxtair offers solutions for securing the perimeter around mobile industrial machinery and robots by preventing collision in working environments. Omega is an advanced stereoscopic camera calculating the disparity map by providing metadata to the user. Additionally, thanks to its two sensors, Omega provides the disparity map and raw images at 20 frames per seconds. Apart from France, the Company also operates in a number of countries, which includes Japan, Chile and England, among others.
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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