Report
Arnaud Autier ...
  • Pierre Tegner

Pernod Ricard : Conf-call rassurante mais pas plus de visibilité sur la Chine et les USA pour FY 24/25e

>Neutre maintenu avec un OC inchangé à 145 € - La publication des résultats FY 23/24 a rassuré le marché pour plusieurs raisons. D’abord, la résilience de la marge en dépit d’une année difficile aux USA et en Chine, deux des marchés les plus profitables du groupe. En outre, le management a insisté sur la reprise de la croissance en FY 24/25e et le maintien de sa guidance de croissance de CA et d’EBIT ajusté en organique à moyen terme (FY22/23-24/25). Il est possible q...
Underlying
Pernod Ricard SA

Pernod Ricard produces and distributes wines and spirits. Co. produces aniseed products, vodka, whisky, cognac, rum, gin, liqueurs, champagnes and wines. Co.'s activity is organized around families of products built around brands. Its brands portfolio includes: ABSOLUT vodka, Ricard pastis, Ballantine's, Chivas Regal and The Glenlivet Scotch whiskies, Jameson Irish whiskey, Martell cognac, Havana Club rum, Beefeater gin, Kahlua and Malibu liqueurs, Mumm and Perrier-Jouet champagnes as well as Jacob's Creek and Brancott Estate wines. Co. is structured into four segments constituted by the following geographic regions: France, Europe (excluding France), Americas, Asia/Rest of the World.

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
Arnaud Autier

Pierre Tegner

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