Oddo BHF - ID Logistics Group (IDL) ID Logistics : Début d’année solide, le momentum va rester bon sur 2024

Report

Oddo BHF

Jeremy Garnier

ID Logistics : Début d’année solide, le momentum va rester bon sur 2024

>CA T1 en hausse de 17.6% (+12.4% lfl) à 736.3 M€ (vs 704.8 M€e) - ID Logistics a publié hier soir son CA T1 qui ressort à 736.3 M€ légèrement supérieur à notre attente de 704.8 M€e. La hausse de 17.6% est composée de i/ un effet devises globalement favorable (+0.4%), ii/ un effet périmètre (+4.7%) lié à la contribution de Spedimex et iii/ une croissance organique de 12.4%. L’écart avec nos estimations vient de l’international dont la croissance organique est plus imp...

24/04/2024 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

Remy Cointreau : The conf call on FY 2023-24 sales provides no more visibility on FY 2024-25e

>Outperform rating maintained with an unchanged target price of € 125 - We maintain our Outperform rating on the share with an unchanged target price of € 125. The FY 2023-24 results publication closes the chapter on a very strong fall in sales (-19.2%). In addition, although the conference call to present FY 2023-24e sales did not provide any more visibility on China and the US, the return to growth for cognac in Q4 2023-24 (+15% l-f-l) as well as the prospect of a r...

5m 5m 1 EN

ODDO BHF Small & MIDCAP MORNING NEWS - 06/05/2024 Date Performance depuis l’entrée Date Performance depuis l’entrée

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11m 11m 1 FR

Martijn Den Drijver

Martijn Den Drijver

TKH GROUP NV : Definitely not a great start to the year but 2024 guidance reiterated

>Higher than expected scale up costs drive EBITA miss - TKH’s Q1 2024 sales missed our estimate (no css available) by 2% with sales of €421m vs €428m expected. This implies negative organic growth of 4.3% versus our expectation of negative 2.5%. EBITA came in at €41.2m or a miss of 24% versus our expectation of €53.9m which implies a margin of 9.8% versus our expectation of 12.6%. Smart Vision and Smart Connectivity reported negative organic growth (-12.4% and -13.4%...

29m 29m 1 EN

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ID Logistics : Début d’année solide, le momentum va rester bon sur 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

Remy Cointreau : The conf call on FY 2023-24 sales provides no more visibility on FY 2024-25e

ODDO BHF Small & MIDCAP MORNING NEWS - 06/05/2024 Date Performance depuis l’entrée Date Performance depuis l’entrée

TKH GROUP NV : Definitely not a great start to the year but 2024 guidance reiterated

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