Report
Sven Edelfelt

Imerys : A treasure before our eyes but men do not believe in treasure

>Feedback on Q1 2021 performance - Whilst for the comments on results are available in our equity flash published on 29 April (“Focus on active portfolio management and the ecological transition”), we note from the conference call the elements addressed below. Although the guidance for 2022 is limited, as usual at this stage of the year, the CEO expressed cautious optimism (vs a degree of optimism previously) and anticipates growth of 1-2% in the market (vs 2-3%) (vs ...
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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