Imerys : Vivement « une gestion active du portefeuille et la transition écologique »
>EBITDA et CA respectivement 5% et 2% au-dessus de nos attentes - L’EBITDA T1 2022 ressort à 189 M€ en hausse de 3.4% vs ODDO BHF à 180 M€ (5% au-dessus). Au T1, l’EBITDA a été tiré par un effet prix fort (+134 M€) et les effets changes (15 M€) permettant de compenser le recul des volumes et la hausse des coûts variables (non quantifiés). La marge d’EBITDA T1 ressort à 15.6% (vs 15.2% pour ODDO BHF), en baisse de 166 pb après -320 pb au T4 et -45 pb au T3. Le RN coura...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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