Report
Florent Laroche-Joubert

Argan SA : Croissance soutenue en 2023 et plus modérée ensuite mais plus verte

>Résultat Net Récurrent 2023 attendu en croissance de 4% - Argan a confirmé hier soir maintenir une dynamique opérationnelle solide sur 2022/23 :Son résultat net récurrent (RNR) 2022 s’établit à 119.2 M€ (+6% yoy) légèrement au-dessus de la guidance à 118 M€ pour un RNR / action 22 à 5.22 €, soit un niveau légèrement supérieur au consensus (5.18€) et en ligne avec nos attentes (5.23 €). Il intègre des revenus locatifs à 166 M€ (+6% yoy) comme publié le 3 janvier,...
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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