Report
Geoffroy Michalet

Cegedim : Guidance 2023 atteinte mais…de l’exceptionnel négatif…et faible génération de cash

>En ligne sur la guidance…il est vrai… mais le reste n’est pas fameux - Au titre de 2023, Cegedim a publié des résultats conformes. Pour rappel, le CA avait déjà été communiqué en janvier (+11%).L’objectif était simplement une croissance du ROC. C’est chose faite, avec un ROC publié de 31.7 M€, en croissance de 23% et faisant ressortir une marge de 5.1% (+50 pb), même si nous tablions sur davantage.En revanche, certains autres éléments viennent négativement ...
Underlying
Cegedim SA

Cegedim is a technology and services company. Co. supplies services, IT tools, specialized software, information flow and database management services to healthcare industries, pharmaceutical companies, healthcare professionals and insurance companies. Co.'s operations can be divided into three sectors: CRM and Strategic Data (optimizing marketing and sales strategies, namely through tools and databases for managing sales forces, returns on investment, market or prescriber studies); Healthcare Professionals (software publishing with availability of promotional information) and Insurance and Services (software publishing and management of healthcare reimbursement flows).

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
Geoffroy Michalet

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