Oddo BHF - Mersen SA (MRN) Mersen : Croissance organique supérieure aux guidances – Révision en hausse de l’objectif de MopC

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Oddo BHF

Jean-François Granjon

Mersen : Croissance organique supérieure aux guidances – Révision en hausse de l’objectif de MopC

>CA annuel en ligne avec nos attentes - Mersen publie un CA annuel de 1210.9 M€ (1213.6 M€ estimés, 1209.0 M€ pour le css) vs 1114.8 M€ YoY en hausse de 8.6% et 13.2% en organique soit un niveau supérieur à la guidance de +11/12% resserrée lors de la publication du CA T3 (+10/12%). Cela induit un CA T4 de 301.1 M€ (303.7 M€ estimé) vs 293.6 M€ en hausse de 2.6% et 8.6% en organique (id au T3) soit une réelle performance du fait d’un effet de référence largement défavo...

26/01/2024 1 FR

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.

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FR0000039620 Euronext Paris France

Provider

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.

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Analysts

Jean-François Granjon

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Mersen : Croissance organique supérieure aux guidances – Révision en hausse de l’objectif de MopC

ODDO BHF Small & MIDCAP MORNING NEWS - 04/25/2024

ODDO BHF Small & MIDCAP MORNING NEWS - 25/04/2024

Mersen : A good start to the year

Credit Recommendations - May 2024

Suivi des Recommandations - Mai 2024

Infineon Technologies AG : A revision is virtually certain, perhaps below the current consensus, but how far can it reasonably go?

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