Report
Chaima Ferrandon ...
  • Sven Edelfelt

Saint-Gobain : Heureusement il y a les effets prix !

>CA T1 en hausse de 5% à pcc supérieur au consensus de ~3% - CA T1 2023 à 12 406 M€ (+3.3% en réel, +4.7% à pcc dont 10.2% en prix et -5.5% en volume) soit au-dessus du consensus en organique (2% attendu). Si les prix continuent de tirer la croissance organique, le groupe a enregistré une baisse de ses volumes de 5.5% pénalisé par des effets de base élevés (et après -3.0% au T4 et -1.6% au T3) compte tenu d’un recul marqué dans le logement neuf. Au T1, la société a re...
Underlying
Compagnie de Saint-Gobain SA

Compagnie de Saint-Gobain manufactures, produces, and distributes industrial materials. Co.'s activities are divided into four sectors: Innovative Materials (Co. makes, processes and sells glass and glazing products for the building, the automotive and solar energy industries; Co. also manufactures Ceramics and Plastics, Abrasives, and Textiles), Construction Products (Co. offers products for the Insulation, Gypsum, Exterior Products, Pipe and Industrial Mortars), Building Distribution (Co. distributes building materials (plumbing, heating and sanitaryware products) and ceramic tiles), and Packaging - Verallia (Co. manufactures glass containers and jars for foodstuffs and beverages).

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
Chaima Ferrandon

Sven Edelfelt

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