Report
Aurelien Sivignon

Lectra : Postview T3 : sans visibilité sur les commandes mais confiant sur les marges

>Malgré l’incertitude sur les commandes, les marges devraient rester préservées. En revanche, le plan 2025 devrait être ajusté - 1/ Commandes : aucune amélioration en perspective. Alors que les prises de commandes se sont de nouveau stoppées nettes courant T3 (-26% y-o-y et -18% en séquentiel), le management n’entrevoit pas d’amélioration à court terme pour le T4 et admet qu’il n’y a pour l’instant pas de visibilité pour 2024, beaucoup de décisions d'investissement re...
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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