Report
Delphine Brault ...
  • Quentin Borie

Rexel : Feedback roadshow : de la confiance sur les perspectives à moyen terme

>Sans surprise, le court terme sera soumis à des éléments adverses - Nous avons organisé cette semaine un roadshow avec le management de Rexel (CEO et CFO). En 2024, les volumes seront contraints par un marché du résidentiel encore sous pression (30% du CA dont un tiers dans le neuf), même si le segment rénovation devrait faire preuve d’une relativement meilleure résilience. Par ailleurs, le S1 devra faire face à des bases de comparaison difficiles, notamment sur...
Underlying
Rexel SA

Rexel distributes low and ultra-low voltage electrical products to contractors, industrial and commercial customers (industrial and commercial companies, municipalities, public entities, parts manufacturers and panel builders). Its products are used for new installations, or maintenance & repair of existing installations. Its products covers Electrical Installation Equipment, Conduits and Cables, Lighting, Security & Communication, Climate Control, Tools, White & Brown Products. Co. also offers services to its customers, such as logistics & distribution, technical assistance & training. Co. operates mainly in four geographical areas: Europe, North America, Asia-Pacific and Latin America.

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
Delphine Brault

Quentin Borie

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