Report
Chaima Ferrandon ...
  • Sven Edelfelt

Imerys : Le compte à rebours de l’épilogue du litige amiante (enfin) lancé

>EBITDA 6% supérieur à nos attentes au T3 - Imerys a publié un EBITDA T3 2024 à 148 M€ (-13.9%) vs ODDO BHF à 140 M€ (6% au-dessus). La contribution de TQC ressort à 5 M€ au T3, nous attendions zéro. Au T3, l’EBITDA a été impacté par la déconsolidation du papier (-17 M€), la moindre contribution du quartz (-17 M€), la hausse des coûts fixes (-21 M€), non compensé par les effets prix (4 M€), les effets volumes (15 M€) et la baisse des coûts variables (20 M€). La marge...
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
Chaima Ferrandon

Sven Edelfelt

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