Report
Aurelien Sivignon

Lectra : Feedback réunion T3 : une intégration de Gerber réussie jusqu’ici, en attendant l’application et les effets des premières synergies en 2022

>Principaux points d’intérêts de la réunion - Commandes : les commandes d’équipements et leurs logiciels affichent un rebond marqué et continue sur 2021 (+68% yoy sur 9 mois). Le carnet de commandes des nouveaux systèmes ressort à quasiment 33 M€ à fin septembre. Nous attendons un T4 dans la lignée des trimestres précédents en termes de dynamique, de quoi embarquer encore davantage de visibilité sur la topline 2022. La situation du secteur auto pourrait quelque peu 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.

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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