Report
Sven Edelfelt

Imerys : Un T3 au-dessus de nos attentes mais pas (encore) d’emballement

>Résultat Op 7% au-dessus de nos attentes - Résultat opérationnel T3 ressort à 78°M€ vs ODDO BHF à 73°M€ en baisse de 31.2% vs (pas de consensus). Sur le trimestre, le recul du résultat opérationnel courant a été pénalisé par la baisse de la contribution des volumes (-65 M€), partiellement compensée par un effet prix/mix positif (8 M€), coûts variables (3 M€), un différentiel coûts fixes / inflation qui s’élève à 25 M€ et un effet changes neutre. La marge opérationnel...
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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