Report
Aurelien Sivignon

Lectra : En « sacrificiant » l’effet de levier à court terme sur les marges, Lectra sécurise un cap de croissance plus attractif à moyen terme

>Une confiance forte pour atteindre le plan 2025 de 700 M€ de CA  - Parmi les points discutés lors de la réunion d’hier chez Lectra, nous retenons :Pour 2023, Lectra table sur un CA compris entre 522 et 576 M€ (i.e. +2% à +12% y-o-y). Ces prévisions intègrent finalement un effet prix qui devrait être compris entre 4 et 5% sur les nouveaux systèmes. L’ordre de grandeur est aussi similaire sur les contrats de maintenance. Pour les consommables et pièces, l’effet pr...
Underlying
Lectra SA

Lectra markets full-line solutions comprising the sale of software, CAD/CAM equipment and associated services (technical maintenance, support, training, consulting, sales of consumables and spare parts). Co. addresses an array of global markets, including fashion (apparel, accessories, and footwear), automotive (car seats and interiors, airbags), and furniture, as well as other industries, such as the aeronautical and marine industries. Its technology enables its customers to design, develop and manufacture their products (garments, seats, airbags, etc.). For the fashion industry, Co.'s software applications also enable the management of collections and cover the entire product lifecycle.

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
Aurelien Sivignon

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