Report
Fatma Agnès Hamdani

LDC : Résultats S1 meilleurs qu’attendu. Plus de prudence sur le S2 dans un contexte inflationniste et sanitaire évolutif

>Un ROC S1 de 103.1 M€ vs 101,6 M€e et légère hausse de marge de 10 pb - LDC a publié hier soir des résultats semestriels 2021/22 supérieurs à nos attentes en raison d’une meilleure rentabilité des pôles volaille France hors amont et Traiteur. Sur la base d’un CA S1 de 2396,1 M€(+12.9% dont 10.9% en organique), le ROC ressort à 103,1M€ vs 101.6 M€e, soit une marge de 4.3% en légère hausse de 10 pb. Par pôle, les évolutions sont :Volaille France (75% du CA et 73% ...
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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