Report
Fatma Agnès Hamdani

Bonduelle : Un ROC S1 pénalisé par le change. La guidance annuelle initiale est confirmée

>Un ROC S1 de 38.5 M€ (-10.7%) supérieur aux attentes du consensus (36 M€) Forte chute du résultat net de 77% à 4.5 M€ - Le ROC du S1 2023/24 ressort bien au-dessus des attentes à 38.5 M€ (vs 36 M€ pour le consensus Visible Alpha et 34.5 M€e) La baisse par rapport au S1 2022/23 est de 10.7% en raison d’un impact changes négatif de 12 M€. A taux de change constants, le ROC est en hausse de 17.1% à 50.5 M€. La marge opérationnelle courante s’établit à 3.2% (3.9% en orga...
Underlying
Bonduelle SCA

Bonduelle is active in the market of processed vegetables both within and outside the European Union. Co.'s business is made up of three activities: canned, frozen and fresh vegetables (prepared and fresh-cut). It distributes its products mostly through retail channels (large supermarkets and stores) and food service sectors (restaurants, inter-company canteens). Some of Co.'s brands are Bonduelle, Cassegrain, Frudesa and Artic Gardens. Co. is organized into two geographic regions and four business segments: Bonduelle Europe Long Life (BELL), Bonduelle Fresh Europe (FRESH), Bonduelle Americas (BAM), and Bonduelle Development (BDV).

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
Fatma Agnès Hamdani

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