INDUS Holding AG : Diversification pays off (solid Q3), EBIT margin enhancement in focus (150bp in 2023-2025e), mega trend geared portfolio = more beneficial peer multiples
>High resilience - Double-digit adj. EBIT margins across the portfolio in Q3 2023 (group: 10.8%) - In Q3 2023, Indus Holding has once again proven its resilient character with adj. EBIT margin (before impairments) improvement of 190bp q-o-q to 10.8%. All segments delivered double-digit adj. EBIT margin results, with the Engineering segment having shown the most dynamic recovery with an 170bp y-o-y increase to 12.1%. The Infrastructure segment walked through the trou...Indus Holding is a holding company. Co., through its subsidiaries, is engaged in the acquisition of profitable mid-sized industrial enterprises and optimizing their business growth. Co.'s portfolio companies are organized into five segments: Construction/Infrastructure, Automotive Technology, Engineering, Medical Engineering/Life Science and Metals Technology. The Construction/Infrastructure segment comprises nine operating units; the Automotive Technology segment comprises ten operating units; the Engineering segment comprises nine operating units; the Medical engineering/Life Science segment is made up of three companies; and the Metals Technology segment encompasses nine operating units.
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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