Imerys : Un T1 un peu mou mais le pire est sans doute derrière
>EBITDA T1 8% en dessous de nos attentes mais EBIT 5% au-dessus - L’EBITDA T1 2023 ressort à 151 M€ en baisse de 3.4% vs ODDO BHF à 164 M€ (8% en dessous). Au T1, l’EBITDA a été tiré par un effet prix fort (+111 M€) permettant de compenser le recul des volumes (-57 M€), la hausse des coûts variables (-50 M€), les effets périmètres et des changes expliquant le solde. La marge d’EBITDA T1 ressort à 15.1% (vs 15.4% pour ODDO BHF), en baisse de-48 pb après +14.2% au T4 et...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).
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.
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