Report
Fatma Agnès Hamdani

LDC : Belle performance au T1 grâce à la reprise plus rapide que prévu du circuit RHD et de l’export

>Une croissance organique bien plus élevée qu’attendu de 10.2%, soutenue par un effet volume de +5.4% et un mix/prix de +4.8% - Au titre de son T1 2021/22, LDC a publié hier soir un CA de 1195.7 M€, 6% au-dessus de nos attentes (1121.9 M€e) et en hausse de 11.3% dont +1.6% d’effet périmètre. La croissance organique ressort à 10.2% ( vs 3.5%e) soutenue par un effet volume de 5.4% et un effet mix/prix de 4.8%. L’évolution du mix/prix reflète notamment : 1/ les revaloris...
Underlying
Societe LDC Societe Anonyme

Societe LDC SA is a France-based holding company engaged in food processing. The Group provides poultry products, as well as a range of delicatessen food. It has four business lines: Upstream division, which is responsible for branch management; Poultry division, engaged in the poultry, pig and cattle farming, as well as egg production and others; The Delicatessen division, offering ready-to-eat meals and snacks like pizzas, sandwiches, tarts and desserts and International division which focuses on international development with countries specific strategies. It markets its products under various brands, including Le Gaulois, Loue and Traditions d'Asie.

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
Fatma Agnès Hamdani

ResearchPool Subscriptions

Get the most out of your insights

Get in touch