Oddo BHF - ID Logistics Group (IDL) ID Logistics : Résultats 2023 parfaitement en ligne avec nos attentes

Report

Oddo BHF

Jeremy Garnier

ID Logistics : Résultats 2023 parfaitement en ligne avec nos attentes

>ROC 2023 de 125.8 M€ (vs 125 M€e) soit une MOC de 4.6% (+20 pb) - ID Logistics a publié hier soir ses résultats annuels parfaitement en ligne avec nos attentes. Pour un CA 2023 (déjà publié) de 2 747.4 M€ en hausse de 10.7% (+ 7.2% lfl), le ROC s’établit à 125.8 M€ en progression de 16.3% (vs 125 M€e) traduisant une MOC de 4.6% en amélioration de 20 pb grâce essentiellement au poids prépondérant de l’international dans le mix de CA. Le RNpg s’élève quant à lui à 52.1...

14/03/2024 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.

See profile

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.

See profile

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

...

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

...

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

Bruno Cavalier

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

Anne-Barbara Nicco

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

Sign-up for free to access full reports immediately

Email Address*

Choose Password* ( 6 or more characters )

Due to regulatory restrictions regarding the distribution of financial research, this report is restricted to a specific region or investor type. Get access to exclusive reports by answering the questions below.

Select your country*

Get financial insights straight to your inbox

By clicking "register" you accept the Terms and Conditions & Privacy Policy

Already on ResearchPool?

Almost there...

Are you a professional investor?

Select your country

REGISTER

Create a free ResearchPool account to access full reports, get a personalised dashboard and follow providers or companies

In order to access this report please create an account.

LOGIN

ID Logistics : Résultats 2023 parfaitement en ligne avec nos attentes

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

Create a free ResearchPool account to access full reports, get a personalised dashboard and follow providers or companies

Sign-up for free to access full reports immediately

ResearchPool Subscriptions

Get the most out of your insights

Why subscribe?

How to subscribe

ResearchPool Subscriptions

This report is only available to subscribers

Why subscribe?

How to subscribe