Gestamp Automocion : Un bon T1 mais notre vision fondamentale du dossier reste inchangée
>T1 2021 légèrement supérieur aux attentes - Le CA T1 de Gestamp est ressorti à 2 108M€, +4,8% yoy (+11,7% lfl), proche de nos attentes (2 138 M€) et du consensus (2 092 M€). L’EBITDA est ressorti à 258 M€, soit une marge de 12,3% (+270 pb vs n-1), au-dessus de nos attentes (236 M€) mais en ligne avec le consensus (250 M€). L’EBIT (112 M€, marge 5,3%, +320 pb vs n-1) et le RNpdg (51 M€, marge 2,4%, +170 pb) font ressortir des écarts plus importants avec le consensus,...Gestamp Automocion SA. Gestamp Automocion SA is a Spain-based company primarily engaged in the auto parts manufacture. It focuses on the design, development and production of metal components and structure systems for the automotive industry. The Company's products portfolio includes skin panels and closure parts, structural and body components, chassis, bumpers and dashboard crossbeams, among others. The Company's customers include Volkswagen, Renault-Nissan, PSA, Daimler, General Motors and BMW, among others. The Company is a parent of the Gestamp Automocion Group, a group, which comprises a number of subsidiaries with operations established in North and South America, Europe and Asia. The Company is controlled by Acek Desarrollo y Gestion Industrial SL.
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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