Report
Chaima Ferrandon ...
  • Sven Edelfelt

Imerys : Looking ahead to September and the launch of the vote for the resolution of the asbestos dispute

>Recap on the H1 2024 publication - Comments on results are available in our flash of 30 June (“Mixed bag in H1 2024”). After disappointing 2024 guidance, management was broadly confident on the rest of the year, while navigating the lack of visibility for TQC and destocking. The CEO showed some optimism regarding the asbestos issue, the inclusion of J&J in the agreement as of 15 August, and the launch of the vote likely to be in September. The resolution of the asbes...
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

ResearchPool Subscriptions

Get the most out of your insights

Get in touch