Report
Aurelien Sivignon

Lectra : Feedback from Q3 meeting: Gerber successfully integrated so far, pending implementation and effects of first synergies in 2022

>Key takeaways from the meeting - Orders: orders for equipment and software show a marked and continuous rebound over 2021 (+68% yoy over 9 months). The order book for new systems stood at almost € 33m at the end of September. We expect Q4 to be in line with previous quarters in terms of momentum, providing even more visibility on the 2022 top line. The situation in the automotive sector could slow down the rebound somewhat, even if this is not yet really reflected in...
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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