Report
Anthony Dick ...
  • Michael Foundoukidis

Brembo : Un profil qui ne se démarque plus, sauf sur la valorisation

>Résultats 2023 conformes aux attentes, guidance 2024 incomplète - Brembo a publié hier en séance des résultats T4 conformes aux attentes sur le P&L et supérieurs sur le FCF grâce au BFR. Pour 2024, le groupe vise une croissance « mid-single-digit », en ligne avec les attentes (css / ODDO BHF à +5% y-o-y), mais ne donne aucune indication sur la rentabilité. Pas de nouveautés non plus sur le plan commercial, notamment la technologie Sensify (toujours un seul contrat à...
Underlying
Brembo S.p.A.

Brembo operates in the field of components for the motor vehicle industry, designing, manufacturing and marketing disc braking systems. The product ranges includes performance brake calipers, brake discs, wheel side assemblies, complete braking systems and integrated engineering services that accompany the development of new vehicle models marketed by car and motorbike manufacturers. Co.'s products and services are employed on cars, commercial vehicles, and motorbikes, as well as in racing. Co. is divided into several manufacturing and marketing units which Co. coordinates.

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
Anthony Dick

Michael Foundoukidis

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Matthias Desmarais
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