Lectra : Postview Q3: no visibility on orders, confidence over margins
>Despite uncertainty over orders, margins should remain intact. However, the 2025 plan should be adjusted. - 1/ Orders: no improvement in sight. While order intake came to a clear halt again in Q3 (-26% YoY and -18% sequentially), management sees no short-term improvement for Q4, and admits that there is currently no visibility on 2024, with many investment decisions still on hold (macroeconomic uncertainties + high interest rates). In our new 2024 scenario (see our ...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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