Imerys : Bon T2, perspectives relevées et résolution des litiges amiante début 2022
>EBITDA T2 2021 15% au-dessus de nos estimations - L’EBITDA T2 2021 ressort à 217.7 M€ (+74.5%) vs ODDO BHF à 189°M€ (15% au-dessus). Au S1, l’EBITDA a été tiré par les volumes (+139 M€), l’effet prix/mix (+12 M€), et ce malgré un effet négatif des coûts fixes et variables (-37 M€) et du Forex (-22 M€). La marge d’EBITDA T2 ressort à 19.8% en hausse de 544 pb après +130pb au T1, +12 pb au T4 2020 et +4 pb au T3. Le RN courant au T2 ressort à 85 M€ (vs 24 M€ T2 2020) i...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).
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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