Report
Delphine Brault ...
  • Quentin Borie

Legrand : Feedback roadshow : un business model bien rodé dans un environnement incertain

>Des volumes stables au T4, reflétant la décélération du marché de la construction - Nous avons organisé avec le CFO de Legrand un roadshow la semaine dernière. Une fois retraité de l’effet prix (9.9%), les volumes au T4 sont restés stables hors impact de la Russie. C’est certes moins favorable qu’un certain nombre d’autres acteurs dans le secteur (Assa Abloy 4%, Schneider +5%, Rexel +6%) mais cela reflète les différences d’exposition aux marchés finaux, et notamment ...
Underlying
LEGRAND

Legrand is a global specialist in electrical and digital building infrastructure based in France. Co. offers a full range of control-and-command, cable management, energy distribution and "Voice-Data-Image" products and systems which are suitable for the international commercial, industrial, and residential segments of the low voltage market. Co. markets its products under internationally recognized general brand names, including Legrand and Bticino. Each product group is marketed in all of Co.'s major geographic markets (France, Italy, Rest of Europe, USA/Canada and Rest of the World).

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
Delphine Brault

Quentin Borie

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