Report
Haythem BOHLI ...
  • Maxime Kogge

Eramet : Vers un S1 record, la guidance 2022 reste conservatrice malgré un contexte moins porteur

>Vers un S1 2022 record porté par la division Manganèse - Eramet devrait publier le 27 juillet (après bourse) des résultats S1 2022 records grâce à l'environnement exceptionnel sur les matières premières et la baisse de l'euro, ceci malgré l'inflation des coûts de production. Nous avons relevé notre prévision d'EBITDA à 1.09Md€ (vs. 905M€) et de RNPG à 632M€ (vs. 458 M€), ce qui nous place en haut du consensus fourni par la société (EBITDA moyen de 1.03 Md€ et RNPG de...
Underlying
Eramet SA

Eramet is a mining and metallurgical group, which specializes in the extraction, production and marketing of non-ferrous metals, their chemical derivatives, alloys and superalloys, and parts. Co.'s operations are divided into three divisions: Nickel division which focuses on nickel and its derivative applications; Manganese division which focuses on manganese alloys, manganese chemical derivatives and provides recovery and recycling services of metals contained in oil-industry catalysts, electric batteries and acid solutions; and Alloys division which produces and sells special high-performance steels, superalloys and pre-machined parts based on these materials or aluminium and titanium.

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
Haythem BOHLI

Maxime Kogge

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