Report
Jean Danjou

EssilorLuxottica : Croissance bien orientée, des promesses fermes sur la marge 2024

>Croissance T4 robuste au-delà de 7%, marge op. S2 en repli de 70 pb en publié sous l’effet des changes : la publication ne surprend pas vraiment - Le groupe sort au titre de 2023 un CA à 25 395M€ - croissance à +3.7% soit +7.1% à tcc - et un EBIT ajusté à 4 178 M€ (marge 16.6% contre 16.8% sur 2022). Ces chiffres montrent un CA T4 en croissance de 7.1% y/y tcc (+2.4% en publié) après une croissance de 7.2% à 9 mois - nous attendions +6% le consensus récent FactSet o...
Underlying
EssilorLuxottica SA

Essilor International (Compagnie Generale d'Optique) designs, manufactures and sells ophthalmic lenses, ophthalmic optical instruments and equipment. Co.'s activities are divided into three segments: Lenses and Optical Instruments (Co. designs, manufactures and customizes corrective lenses such as: Varilux (progressive lenses); anti-reflective, smudge-proof and anti-static lenses (Crizal); Nikon lenses, Transitions variable-tint lenses and Kodak lenses under agreements; polarized lenses (Xperio) and fog-proof lenses (Optifog)), Equipment (Co. produces, distributes and sells equipment and consumables used by prescription laboratories) and Readers (Co. designs and sells reading glasses).

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
Jean Danjou

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