Brembo : Vers une normalisation qui risque de calmer les ardeurs, nous dégradons
>T2 en ralentissement, guidance confirmée - Brembo a publié hier en séance un CA T2 de 988 M€, +11% y-o-y mais seulement +3% q-o-q. L’EBITDA s’inscrit à 176 M€, +14% y-o-y, mais +4% q-o-q. Le groupe explique ce ralentissement par des effets de bases exigeants, la déflation des matières premières, et l’effet changes (impact de 120 pb sur la croissance). Au niveau des perspectives, le management précise lors du call que le T3 devrait s’inscrire dans la même lignée que ...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.
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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