Report
Christophe-Raphaël Ganet

LNA Santé : CA T2 2024 : solide mais pas de « beat and raise » - Des incertitudes grandissantes sur le sanitaire (~40% du CA)

>CA T2 : une croissance organique 6.7% - LNA Santé publie un CA T2 2024 à 197M€, en hausse de 9,4%, intégrant désormais le financement des mesures sociales Segur 1&2 et avenant 32 (+6,7% à ptc.). A fin S1, le CA ressort donc à 386,3 M€ (+8,2% et +6,1%% hors subventions Segur) avec des activités internationales à 19 M€ (+6,1%) et une activité France à 363M€ (Ehpad : 150M€, +6,9% lfl. / SMR : 213M€, +9,1%% et +4,7% lfl. retraité des subventions Segur / HAD : 50,8 M€, +1...
Underlying
LNA Sante SA

LNA Sante SA Formerly known as Le Noble Age. LNA Sante SA, formerly known as Le Noble Age SA is a France-based company that owns and operates retirement homes and complexes for elderly residents. The Company's residences provide care and assistance for elderly people with a variety of needs, from those with a high level of independence, to those who are completely dependent. LNA Sante SA is also engaged in real estate operations. The Company has residences in France and Belgium. LNA Sante SA operates through its several subsidiaries, including Le Parc de Diane Sarl, Institut Medicalise de Mar Vivo, Gerhome, Residence le Point du Jour and the home healthcare service provider ARAIR Assistance, as well as ARAIR Group's support and training services, among others.

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
Christophe-Raphaël Ganet

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