Report
Aurelien Sivignon

Lectra : Feedback meeting analystes : un nouveau cycle vertueux s’amorce

>L’horizon s’éclaircit sur les commandes après 6 trimestres de baisse alors que le mix récurrent (2/3 du CA) restera très bien orienté en 2024 - Sur l’automobile, les signaux plaident pour un retour à la normale dès le S1 tiré notamment par la Chine. Dans la mode, la visibilité reste plus limitée mais la dynamique pourrait bénéficier de la fin progressive du surstockage au S1, laissant entrevoir une croissance de la production des donneurs d’ordre en 2024. L'ameubleme...
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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