Report
Sven Edelfelt

Imerys : A slow recovery but a recovery nonetheless!

>Feedback from the road show with the CEO and CFO - We organised a road show with French/British investors and the CEO, Alessandro Dazza / CFO, Sebastien Rouge, accompanied by Vincent Gouley (Head of IR) and Kim Nguyen Meunier (Deputy Head of IR). Takeaways: 1/ the trends should improve as tension on the logistics chain/shortage of components eases; 2/ the group appears very confident and thinks that it is in a position to cover the increase in input costs; 3/ manage...
Underlying
Imerys SA

Imerys is engaged in the production and the processing of minerals. Co.'s operations can be divided into four business groups: Minerals for Ceramics, Refractories, Abrasives and Foundry (minerals mainly for floor tiles, sanitaryware, porcelain, mobile energy as well as high-temperature and abrasive industries); Performance and Filtration Minerals (plastics, rubber, coatings, sealants and adhesives, health, beauty and filtration of nutrition liquids); Pigments for Paper (filler and coating products for paper) and Materials and Monolithics (construction materials in clay and slate and monolithic products and solutions for high-temperature industries).

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
Sven Edelfelt

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