Report
Chaima Ferrandon ...
  • Sven Edelfelt

Imerys : Quand ça ne veut pas, ça ne veut pas …

>EBITDA T2 en ligne avec nos attentes. Prix légèrement plus soft qu’attendu - L’EBITDA T2 2023, publié en fin de semaine dernière, est ressorti à 180 M€ (-17.8%) vs ODDO BHF à 179 M€. Cette mauvaise performance était largement attendue et le consensus Visible Alpha tablait sur seulement 166 M€. Les effets volumes négatifs expliquent largement cette performance dans un contexte de hausse des coûts variables. L’effet-prix a compensé la hausse des coûts fixes et variable...
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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