Report
Sven Edelfelt

Imerys : Bonne nouvelle, le groupe renoue avec la croissance

>Résultat Op au-dessus des attentes T4 > 40% et FY >10% - Résultat opérationnel T4 ressort à 89°M€ vs ODDO BHF à 62°M€ en hausse de 10% vs consensus à 67 M€ (299°M€ en 2020 vs 272°M€ pour ODDO BHF et 277°M€ pour le consensus) L’EBITDA est quasi stable à 177 M€ au T4. Sur l’année l’EBITDA recule de 17.4% à 631 M€, pénalisé par la baisse de la contribution des volumes (-244 M€), partiellement compensée par un effet prix/mix positif (33 M€), coûts variables (13 M€), un ...
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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