Report
Chaima Ferrandon ...
  • Sven Edelfelt

Imerys : Le début d’un renouveau si longtemps attendu

>EBITDA ajusté 13% supérieur à nos attentes grâce à TQC - L’EBITDA ajusté T1 2024 ressort à 188 M€ en hausse de 9.2% et 13% au-dessus de nos attentes à 166 M€ (131 M€ hors TQC). Mention spéciale à la contribution de TQC (The Quartz Corporation) qui s’élève à 52 M€ au T1 2024 significativement supérieure à nos attentes de 35 M€ (20 M€ au T1 2023). Hors TQC, la contribution à l’EBITDA du business sous-jacent ressort en ligne avec nos attentes. La marge d’EBITDA T1 resso...
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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