Report
Delphine Brault ...
  • Quentin Borie

Rexel : La baisse des prix au T2 inquiète et occulte une bonne résistance de la marge

>T2 2024 : du mieux sur les volumes en séquentiel, mais les prix passent en négatif - Rexel a publié hier matin ses résultats S1 2024. Pour le seul T2, le recul en organique du CA a atteint 2.4% (consensus -1.5%), dont -0.9% d’effet volume (après +2.3% au T3 2023, -1.5% au T4 2023, -3.1% au T1 2024), marquant une amélioration en séquentiel. En revanche, les prix hors câbles sont négatifs de -1.1%, alors qu’ils étaient stables au T1. Selon le management, moins de ...
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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