Oddo BHF - Eurofins Scientific Societe Europeenne (ERF) Eurofins : Investor Day Londres : un trou d’air transitoire au T3/T4, de la confiance affichée pour 2025 et au-delà.

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Oddo BHF

Geoffroy Michalet

Eurofins : Investor Day Londres : un trou d’air transitoire au T3/T4, de la confiance affichée pour 2025 et au-delà.

>Point sur les principaux messages par division. - Biopharma : le groupe a perdu deux contrats importants (à cause du succès des tests cliniques qui ont permis aux clients de passer à des étapes ultérieures plus rapidement que prévu, pas à cause de remise en cause d’Eurofins), et un troisième a fortement baissé pour des raisons similaires. Le groupe a insisté sur le fait que de nouveaux contrats d’ampleur viendraient prendre le relai à partir du S2 2025. Sur l’agrosci...

24/10/2024 1 FR

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Eurofins Scientific Societe Europeenne

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FR0014000MR3 Euronext Paris France

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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.

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Analysts

Geoffroy Michalet

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Eurofins : Investor Day Londres : un trou d’air transitoire au T3/T4, de la confiance affichée pour 2025 et au-delà.

Eurofins : Investors’ day London: a temporary soft patch in Q3/Q4, confidence expressed for 2025 and beyond

Eurofins : Plus de clarifications sur la Biopharma – une réaction du marché un peu exagérée – OC ajusté à 55 € vs 58 €

Eramet : Q3 revenues lower than expected and strong revision to EBITDA target

Orange : Orange France not impacted by mobile price war in Q3 2024 (as expected)

FCC : Reassuring results with the most relevant division above our estimates

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