Oddo BHF - ID Logistics Group (IDL) ID Logistics : CA 2023 légèrement au-dessus de notre attente, forte croissance embarquée pour 2024

Report

Oddo BHF

Jeremy Garnier

ID Logistics : CA 2023 légèrement au-dessus de notre attente, forte croissance embarquée pour 2024

>CA T4 en progression de 14.5% (+ 11.9% lfl) à 776.2 M€ (vs 753.8 M€e) - ID Logistics a publié hier soir son CA T4 2023 qui ressort en hausse de 14.5% (+11.9% lfl vs +10%e) à 776.2 M€ au-dessus de notre attente de 753.8 M€ (+11.1%e). Sur l’ensemble de l’année, le CA s’élève à 2 747.4 M€ en progression de 10.7%. Hors effet devise (-2.2%) essentiellement lié à la forte dévaluation du peso argentin (impact de 25M€) et effet périmètre de +5.7% (lié aux contributions de Sp...

25/01/2024 1 FR

Underlying

ID Logistics Group

ID Logistics is an international contract logistics group that designs and implements one-stop services tailored to the specific requirements of each client. The services Co. offers combine customized architectures to allow clients to optimize their supply chain.

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FR0010929125 Euronext Paris France

Provider

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

Jeremy Garnier

Other Reports on these Companies

Degroof Petercam

ID Logistics - Accelerated growth in the US and stabilization in France in Q1

Q1 sales up 18% on a reported basis and 12% organicallyBy division: France -0.5%, Europe +14%, United States +30%, Latin America and Asia +22%.7 new projects started in the quarter versus 5 in Q1-23We have revised upwards our forecasts for 2024 and 2025Price target raised to €414 (from €397)BUY opinion confirmed in view of accelerated expansion in the US and potential acquisitions during 2024

April 25, 2024 April 25, 2024 1 EN

Oddo BHF

ODDO BHF Small & MIDCAP MORNING NEWS - 04/24/2024

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April 24, 2024 April 24, 2024 1 EN

Oddo BHF

ODDO BHF Small & MIDCAP MORNING NEWS - 24/04/2024 Date Performance depuis l’entrée Date Performance depuis l’entrée

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April 24, 2024 April 24, 2024 1 FR

France: modest growth, fiscal stability at risk

The pace of growth of France’s economy doubled in Q1 2024. Let's not get carried away, though: it only rose from +0.1% to +0.2% q-o-q, which is weak compared with the pre-Covid situation. Not enough to cause a sudden jump in tax receipts and plug the 'hole' seen last year. We do not know what gives greater cause for concern: the widening of the budget deficit or the time it took the Finance Ministry to become aware of it. The modest improvement in economic conditions will not be ...

April 30, 2024 April 30, 2024 1 EN

Bruno Cavalier

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France : un peu de croissance, pas de stabilité budgétaire

Le rythme de croissance de l’économie française a doublé au T1 2024. Gardons la tête froide, il ne fait que passer de +0.1% à 0.2% t/t, ce qui reste faible au regard de la situation pré-Covid. Pas de quoi provoquer un bond soudain des rentrées fiscales et combler le « trou » constaté l’an passé. On ne sait ce qui est plus inquiétant : le creusement du déficit ou bien le temps qu’il a fallu au Ministère des Finances pour s’en aviser. L’amélioration modeste des conditions économiqu...

April 30, 2024 April 30, 2024 1 FR

Anne-Barbara Nicco

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But : Nouvelle émission obligataire avec intégration de Conforama

Mobilux a annoncé un projet d’émission obligataire senior secured de 250 m EUR sur 6 ans NC2 pari passu avec l’obligation 2028 existante (500 m EUR). L’objet de cette émission, ainsi que l’utilisation de 94 m EUR de cash au bilan, est de refinancer le PGE de Conforama (288 m EUR), société sœur de BUT et de réaliser un rachat d’actions détenues par le management au niveau de Mobilux Holding 2 pour 32 m EUR. Le restricted group va évoluer en s’élargissant afin d’intégrer Conforama....

April 30, 2024 April 30, 2024 1 FR

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ID Logistics : CA 2023 légèrement au-dessus de notre attente, forte croissance embarquée pour 2024

ID Logistics - Accelerated growth in the US and stabilization in France in Q1

ODDO BHF Small & MIDCAP MORNING NEWS - 04/24/2024

ODDO BHF Small & MIDCAP MORNING NEWS - 24/04/2024 Date Performance depuis l’entrée Date Performance depuis l’entrée

France: modest growth, fiscal stability at risk

France : un peu de croissance, pas de stabilité budgétaire

But : Nouvelle émission obligataire avec intégration de Conforama

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