Lectra : Feedback from analysts' meeting: low visibility on orders, recurring/Saas revenues, profitability set to grow further
>Caution still needed in the short term on orders, but the picture is not as bleak as might have been feared ahead of Q3 publication - In view of recent releases from Lectra's two main end-markets (fashion and automotive), the market was probably anticipating a sharper deterioration in orders. In fact, Q3 2024 was not good, but not catastrophic (flat YoY), and we see the message as encouraging over Q4, as suggested by the FY guidance (revenues and EBITDA), confirmed ...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.
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.
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