Report
Jean-François Granjon

Mersen : Confiance et sérénité – Une feuille de route 2025 confirmée

>Excellent 1er semestre et une dynamique qui se poursuit - Sur la base d’une croissance organique semestrielle de 11.1%, le groupe a finalement affiché des performances supérieures aux attentes avec une MOPC de 10.5% en amélioration de 90 pb. Ces performances traduisent un important effet volume (d’où un bon levier opérationnel) mais également un bon pricing power (Mersen constitue un acteur de référence auprès de ses principaux clients) permettant de compenser les ef...
Underlying
Mersen SA

Mersen produces materials and electrical components intended for alternative energies, chemicals and pharmaceuticals, rail transportation, electronics and process industries. Co. divides its operations into two segments: Advanced Materials and Technologies (AMT - Materials), and Electrical Components and Technologies (ECT - Electrical). In addition, Co. produces four types of products: Electrical Applications, Electrical Protection, High-Temperature Applications, and Anticorrosion Equipment. Co. also caters to the process industries, supporting their transition towards greater energy efficiency and boasts an efficient manufacturing base with plants employing the very latest technologies.

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
Jean-François Granjon

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