Report
Fatma Agnès Hamdani

LDC : Bonne résilience de la rentabilité au S1 mais incertitudes sur le S2 du fait de l’évolution des matières premières

>Un ROC S1en hausse de 1.5% à 89.7 M€ vs 86.5 M€e - Les résultats S1 ressortent 3% au-dessus de nos attentes grâce à une meilleure rentabilité de l’amont et de l’international. Pour un CA déjà publié de 2121.8 M€ (+0.8% et -1.7% en organique) Le ROC est en croissance de 1.5% à 89.7 M€ (vs 86.5 M€e) avec une marge maintenue stable à 4.2%. Par pôle, les évolutions sont : Volaille France (75% du CA et 76% de l’EBIT) Un ROC quasi-stable de 74.6 M€. Le hors amont re...
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

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