Report
Sven Edelfelt

Saint-Gobain : Un trimestre solide

>Un T3 franchement pas si mal, tant en volume qu’en prix - CA T3 2022 à 12 921 M€ (+19.6% en réel, +13.4% à pcc dont 15.0% en prix). Le consensus tablait sur un CA de 12.6 Md€ (soit 2.5% au-dessus). Le groupe a enregistré un effet volume de -1.6% marginalement supérieur à nos estimations de -3.5%. Un chiffre plutôt pas si mal compte tenu du contexte et après un T2 à -2.2% et surtout un effet jours ouvrés négatif de 0.5% au T3. L’effet prix ressort à un niveau impressi...
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
Sven Edelfelt

ResearchPool Subscriptions

Get the most out of your insights

Get in touch