Report
Jean-François Granjon

Mersen : Poursuite du plan d’investissement

>Publication des résultats annuels totalement en ligne avec nos attentes - Le CA annuel déjà publié a constitué une bonne surprise avec une croissance organique de 13.2% au-dessus des guidances de +11/12% et malgré un effet de référence largement défavorable après 2 exercices de forte croissance (+8.6% en 2021 et +15.8% en 2022). Le ROC ressort à 137.3 M€ (137 M€ estimé, 135.2 M€ pour le css) +12.9% YoY. La MopC ressort à 11.3% (+40pb) en ligne avec les guidances (11....
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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