Report
Jean-François Granjon

Mersen : Confirmation des guidances et de la feuille de route 2027

>CA record avec une dynamique des nouveaux marchés qui se confirme - Pendant la conf call, le management a confirmé ses guidances pour l’année en cours ainsi que la feuille de route 2027. Par ailleurs, il a apporté un message rassurant dans un contexte ponctuellement moins porteur pour le marché des véhicules électriques ainsi que pour le secteur des semi-conducteurs.Le management est revenu sur ce semestre de qualité puisqu’il s’agit d’un CA historiquement le pl...
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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