Report
Pierre François Merveille

Kantar : Transformation is nearing an end

Revenues and EBITDA rebounded in 2021 and in 2022 thanks to solid revenue growth as well as execution of savings from the transformation plan. The revenue trend has softened in Q1 2023 (+3% organically) owing to macro uncertainties and the reorganisation of US activities. That being said, we take comfort from recent reassuring comments in the industry and assume a mild acceleration of organic revenue growth for the rest of the year (+4% for FY 2023) as well as a +50 bp improvemen...
Provider
Oddo BHF
Oddo BHF

​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.

Analysts
Pierre François Merveille

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