Report
Chaima Ferrandon ...
  • Sven Edelfelt

Saint-Gobain : L’avenir est solide, le passé est liquide

>ROP 2.0% > aux attentes et FCF stable à 3.9 Md€ - Le résultat opérationnel 2023 ressort au-dessus des attentes à 5 251 M€ soit -1.6% en réel (voir tableau page suivante). Le ROP a été tiré par une très bonne performance dans toutes les branches et un effet prix/ coûts positif (hausses des prix de 4.6% sur l’année et +1.4% au S2). La marge augmente de 60 pb à 11.0%, et de 70 pb au S2 (10.6%). Le groupe tablait sur un nouveau record de marge opérationnelle et une marge...
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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