Imerys : Une année à oublier, vivement la suite …
>EBITDA 6% en dessous de nos attentes au T3 et volumes en ligne à -14% - Imerys a publié un EBITDA T3 2023 à 150 M€ (-22%) vs ODDO BHF à 160 M€ (6% en dessous). Au T3, l’EBITDA a souffert d’un effet volume négatif de -75 M€, non compensé par un effet prix de seulement 2 M€, la baisse des coûts fixes de 12 M€ et la réduction des coûts variables de 28 M€. La marge d’EBITDA T3 ressort à 16.3%, en recul de 95 pb après -200 pb au T2 et -25 pb au T1. Le RN courant au T3 res...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.
Unfortunately, this report is not available for the investor type or country you selected.
Browse all ResearchPool reportsReport is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.