Report
Aurelien Sivignon

Lectra : Feedback from analysts' meeting: a new virtuous cycle kicks in

>Orders see brighter outlook after six quarters of decline, as recurring business mix (2/3 of revenues) is set to be very buoyant in 2024 - In the automotive sector, the signs point to a return to normal as early as H1, driven in particular by China. In fashion, visibility remains more limited, but momentum could be boosted by the gradual end of overstocking in H1, pointing to growth in customer production in 2024. Furniture (around 10% of orders) is showing the weake...
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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