Imerys : Les coûts d’énergie douchent tout espoir de relèvement du consensus
>EBITDA en ligne avec nos estimations - L’EBITDA T3 2021 ressort à 194 M€ (+17.7%) vs ODDO BHF à 195°M€ (en ligne). Au T3, les volumes ont continué de croitre à un rythme soutenu dans un contexte de forte hausse des coûts d’énergie. Si Imerys présente un « pricing power » fort, le groupe n’a pas encore pu le répercuter totalement. La marge d’EBITDA T3 ressort à 17.6% en baisse de 45 pb après une hausse de 544 pb au T2 et +130pb au T1. Le RN courant au T3 ressort à 75 ...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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