Report
Fatma Agnès Hamdani

Glanbia : Le momentum reste favorable en dépit des inflations de prix

>Confiance affichée dans l’atteinte d’un taux de marge de 12% pour GPN au T4 - La croissance organique de GPN de 14.1% reflète un effet prix de 13.6% et une résilience des volumes de +0.5%. Les activités de nutrition sportive et de “lifestyle” sain croient de respectivement 23% et 28% à tcc dans un contexte de consommation très dynamique en particulier aux US. Glanbia gagne des parts de marché avec sa marque ON grâce notamment aux innovations (dans les segments RTD, ...
Underlying
Glanbia Plc

Glanbia is a performance nutrition and ingredients group, engaged in providing performance nutrition, cheese, dairy ingredients, specialty non-dairy ingredients and vitamin and mineral premixes. Co. segments include: Global Performance Nutrition, which is involved in the branded performance nutrition business; Global Ingredients, which manufactures cheddar cheese, provides dairy and non-dairy nutritional ingredients and micro-nutrient premixes; Dairy Ireland, which is engaged in the manufacture and sale of a range of consumer products and farm inputs; and Joint Ventures & Associates, which is engaged in the manufacture and sale of cheese, dairy ingredients and dairy consumer products.

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
Fatma Agnès Hamdani

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