Report
Delphine Brault ...
  • Quentin Borie

Rexel : Preview résultats S1 : vivement le S2

>Les résultats S1 resteront pénalisés par les effets de base - Nous anticipons un S1 mixte, avec des volumes négatifs et une marge en retrait. Après une baisse en comparable et à jours constants du CA de -4.6% au T1, nous anticipons un recul de 0.9% au T2 (consensus à -1.4%). Cette baisse inclut -1.9% de volumes (après -3.1% au T1), 0.3% de hausse de prix hors câbles (stable au T1), 0.7% d’effet cuivre (1.5% au T1).La thématique de l’électrification (EV, PV,...
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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