Oddo BHF - Lectra SA (LSS) Lectra : Feedback meeting analystes : faible visibilité sur les commandes mais le CA récurrent/Saas et la rentabilité devraient continuer de progresser

Report

Oddo BHF

Aurelien Sivignon

Lectra : Feedback meeting analystes : faible visibilité sur les commandes mais le CA récurrent/Saas et la rentabilité devraient continuer de progresser

>Prudence toujours de mise à court terme sur les commandes mais le tableau n’est pas aussi noir que possiblement craint avant la publication T3 - Au regard des publications récentes sur les deux principaux marchés finaux de Lectra (mode et automobile), le marché anticipait probablement une détérioration plus forte sur les commandes. Dans les faits, le T3 2024 n’est pas bon mais pas catastrophique pour autant (niveau flat y-o-y) et nous interprétons un message plutôt ...

15/11/2024 1 FR

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.

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FR0000065484 Euronext Paris France

Provider

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.

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Analysts

Aurelien Sivignon

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Lectra : Feedback meeting analystes : faible visibilité sur les commandes mais le CA récurrent/Saas et la rentabilité devraient continuer de progresser

LECTRA: Monthly declaration of the total number of shares and voting rights composing the company's capital (at October 31th, 2024)

LECTRA : Déclaration mensuelle du nombre total d'actions et de droits de vote composant le capital social (au 31 octobre 2024)

E.ON : Publication sans surprise mais des signes encourageants pointent à l’horizon

E.ON : 9M 2024 publication had no surprises but encouraging signs taking shape

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