Bénéteau : CA T1 en forte baisse, comme attendu, sous l’effet des déstockages. Confirmation de la trajectoire annuelle. MOP Bateaux attendue entre 7-10%
>CA T1 en baisse de 26.9% à 348.7 M€ (ODDO BHF : 384.4 M€e) - Le groupe Bénéteau publie un CA T1 en recul de 27.1% à 348.7 M€ soit un déclin plus prononcé que nous ne l’estimions (384.4 M€ estimé ; différence -9%). Par pôle d’activité, ce ralentissement des ventes au T1 s’explique par : 1/ Une forte baisse du CA Bateaux de 39% à 228.7 M€ (ODDO BHF : 281.3 M€) en raison d’un effet de base élevé (CA Bateaux T1 2023 : +57%) ainsi que du déstockage des distributeurs...Beneteau designs, manufactures and sells yachts and powerboats through an international network of dealers. Co. also designs, manufactures and sells mobile homes. Its operations can be divided into two segments: The Boats segment and the Leisure Homes segment. The Boats segment groups together the activities for manufacturing and marketing boats with a customer base made up of dealers; The Leisure Homes segment groups together the activities for manufacturing and marketing mobile homes with a customer base made up of campsites and wholesalers, and the the activities for manufacturing and marketing wood-frame houses. Some of Co.'s brands are Beneteau, Jeanneau, CNB, IRM and O'Hara.
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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