Report
Jean Danjou

EssilorLuxottica : Semestriels conformes, progression de la marge pénalisée par le change

>Progression toujours au-delà des 5% du CA T2, gain de +50 pbs de marge d’EBIT au S1 à change constant, l’effet mix prix conduisant à une progression de la marge brute - La société publie au titre du S1 2024 un CA de 13290 M€ avec un EBIT récurrent atteignant 2431 M€, nos estimations s’élevaient à respectivement 13285 M€ et 2511M€, les consensus récents consultés montraient un CA quasiment équivalent à 13340 M€ mais une prévision EBIT nettement plus conservatrice que ...
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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