Report
Arnaud Autier ...
  • Pierre Tegner

Pernod Ricard : Résultats du S1 23/24 en ligne mais ajustement à la baisse de la guidance de croissance organique pour l’exercice FY 23/24

>Surperformance maintenue avec un OC à 198 € - Nous maintenons notre opinion à Surperformance sur Pernod Ricard et notre OC à 198 €. Nous pensons que le niveau de valorisation, à 16x de PE NTM est attrayant pour un quality stock qui devrait renouer avec la croissance au cours de l’année 2024.Le groupe a annoncé que le CA devrait être stable en organique pour l’exercice FY 23/24 alors que le css attend +2%. Cette guidance pourrait impliquer un ajustement à la bai...
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

ResearchPool Subscriptions

Get the most out of your insights

Get in touch