Imerys : Un T4 supérieur aux attentes et surtout un dividende exceptionnel !
>EBITDA T4 > 6 % consensus et 3.85 € de dividende dont 2.3 € d’exceptionnel - L’EBITDA T4 2022 ressort à 152 M€ (+14.5%), parfaitement en ligne avec nos attentes et 6% au-dessus du consensus (144 M€ en incluant notre estimation et celle de Bloomberg à 136 M€). Sur l’ensemble de l’année, l’EBITDA ressort à 720 M€ légèrement supérieur à la fourchette dévoilée au S1/T3 entre 690/710M€ (hors Calderys). Sur l’année, l’EBITDA a été tiré par un effet prix fort (704 M€) perme...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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