Report
Chaima Ferrandon ...
  • Sven Edelfelt

Imerys : Patience to wait just a little longer

>Feedback from the road show with the CEO and CFO in Paris - We organised a road show in Paris with the CEO Alessandro Dazza and CFO Sebastien Rouge, as well as Laetitia Pineau (IR). In line with Q1, management was broadly confident regarding 2024. The CEO mentioned continuing trends in May (likely positive in our view) and showed some optimism insofar as customer inventories are at a low. Regarding the resolution of the asbestos litigation in the US, another saving d...
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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