Report
Florent Laroche-Joubert

Carmila : Excellent operational performance after a very good-quality Q4

>2023 figures broadly ahead of expectations - Carmila’s figures for 2023 broadly beat expectations, with net recurring earnings per share of € 1.60 (+8% y-o-y) vs € 1.58 est. and a consensus of € 1.58 and EPRA NTA off 4.3% at € 24.17 vs a consensus of € 24.10. This performance also includes lead indicators that are broadly as good if not better for the whole of the year than for 9M 23:Retailers sales at +5% y-o-y vs +6% y-o-y for 9M 23: sales momentum was br...
Underlying
Carmila SAS

Carmila SA, formerly Cardety SA, is a France-based company that operates in the real estate investment sector. The Company is primarily engaged in the acquisition, holding and managing of commercial real estate assets for lease. The Company's real estate assets include a supermarket under the ED brand in Forges-les-Eaux, a shopping center in Pau Lescar, a retail park in Mondeville, a shopping mall in Besancon Chalezeule, a building complex in Salaise-sur-Sanne and a business park project in Quetigny.

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
Florent Laroche-Joubert

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