Report
Delphine Brault ...
  • Quentin Borie

Rexel : Un très bon T3, marqué par l’accélération des volumes, et de la confiance au-delà

>7.5% de volumes au T3 2022 et guidance 2022 revue à la hausse - Rexel a publié hier matin (cf. flash) un CA en hausse de 16.3% en comparable vs T3 2021, soit 11% au-delà des attentes du consensus. Elément très positif de cette publication, les volumes sont en forte hausse de 7.5% vs T3 2021 (après 2.8% au T1 et 0.6% au T2) dont 5.7% en Europe, 10.1% en Amérique du Nord et 4.1% en Asie. L’effet prix a été de 8.8%, dont 9% pour les produits hors-câbles et -0.2% pour l...
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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