Report
Florent Laroche-Joubert

Argan SA : Bonne dynamique opérationnelle sur le T1 en ligne avec la trajectoire

>Revenus locatifs en ligne en croissance sur le T1 2024 à +6% yoy - Les revenus locatifs d’Argan s’établissent au T1 24 à 48.1 M€ (vs 48.3 M€e), soit une hausse de 6% yoy et de 2.7% qoq. Cette hausse s’explique par la facturation de l’indexation annuelle des loyers en 2024 (+4.6%) ainsi que l’effet année pleine des livraisons de 2023 en sachant que le patrimoine d’Argan est toujours occupé à 100%.Cette performance opérationnelle est conforme aux attentes et devr...
Underlying
Argan SA

Argan SA designs, builds, develops, owns, leases, and manages logistical bases and warehouses in France. Co. is also involved in land development and management, delivering turnkey projects to its customers. Co divides its activities among two categories of clients: Shipper and Logisticians. It serves shippers, manufacturers or distributors. In addition, Co. serves logisticians, operating the logistics of shippers, including Alloga, Arvato, Daher, Dartess , FM Logistic, Geodis, Kuehne & Nagel, Movianto, Neovia logistics, and XPO Logistic. Co.'s portfolio amounts to more than 1,600,000 mA2, made up of 50 logistics platforms and 9 couriers, making a total of 59 buildings.

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
Florent Laroche-Joubert

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