Report
Florent Laroche-Joubert

Argan SA : La dynamique commerciale reste soutenue et est encourageante pour 2024

>Revenus locatifs 2023 à 184 M€, en croissance de +11% sur 2023 - Les revenus locatifs d’Argan s’établissent à 184 M€ sur 2023, en croissance de +11% très légèrement supérieurs à la guidance de 183 M€ et en ligne avec nos attentes (vs 184.4 M€e). Pour la société, cette croissance s’explique par l’effet en année pleine des livraisons de 2022, les loyers des entrepôts livrés sur l’année 2022 et des 5 entrepôts livrés en 2023 ainsi que par l’indexation des loyers interve...
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

Other Reports on these Companies
Other Reports from Oddo BHF
Benoit Valleaux ... (+5)
  • Benoit Valleaux
  • Roland Pfaender
  • MBA
  • CFA
  • CCRA
Louis Boujard ... (+3)
  • Louis Boujard
  • CFA
  • Philippe Ourpatian

ResearchPool Subscriptions

Get the most out of your insights

Get in touch