Report
Christophe Chaput

Bénéteau : Un contexte plus difficile aux Etats-Unis. Guidance 2024 ajustée en baisse. OC abaissé à 11.5 € vs 14 € - Neutre vs Surperformance

>Un CA S1 en baisse de 31.5% à 556.6 M€, proche des attentes (566.5 M€) - Pour le premier semestre de son exercice 2024, le groupe Bénéteau publie un chiffre d’affaires de 556.6 M€ soit un niveau proche de nos attentes puisque nous retenions 566.5 M€ (écart -1.7%) et également de celles du consensus (563 M€ ; écart -1.1%). Par rapport à l’année dernière, le CA recule de 31.5% (-25.1% pour le seul T2). Sur la période, le groupe subit un impact d’environ -80 M€ lié à la...
Underlying
Beneteau SA

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.

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
Christophe Chaput

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