Befesa : Ton rassurant qui confirme nos attentes actuelles sur la valeur
>Surperformance et OC à 42 € confirmés - Le roadshow que nous avons organisé hier en digital avec Rafael Perez, le CFO de Befesa, est rassurant et confirme nos attentes actuelles sur l’année. Nous pensons que si les prix du zinc restent aussi élevés (à ~2 800 $/tonne en moyenne sur le T2) cela constituera un upside additionnel à nos attentes (et celles du consensus) d’EBITDA de l’ordre de 10 M€ (+5%). En termes de multiples le groupe se traite à 7.6x EV/EBITDA 2025e ...Befesa is a services company principally engaged in the collection and recycling of steel dust and aluminum residues and other related industrial services and logistics. Co. also offers industrial recycling services to hazardous waste markets. Co. organizes its activities into three business segments: steel dust recycling services, salt slags recycling services and secondary aluminum production.
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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