Report
Olfa Taamallah ...
  • Yan Derocles

Rheinmetall AG : Preview T2 – Accélération de la croissance et des commandes solides (mais en ligne avec les anticipations)

>Des prises de commandes solides – En route pour un carnet de 60 Md€+ à fin FY 24, en ligne avec les attentes - Lors du « group pre-close call », la société a rappelé que les nominations pourraient atteindre le seuil des 40 Md€ sur FY 24 dont 10 à 11 Md€ sur le seul T2 (ODDO BHF : 39.6 Md€ et 11.5 Md€ respectivement), ce qui pourrait pousser le carnet de commandes au-delà des 60 Md€ à fin décembre. Sur le T2, l’Allemagne reste le principal client avec notamment le con...
Underlying
Rheinmetall AG

Rheinmetall is a holding company. Through its subsidiaries, Co. operates in two sectors: defence and automotive. Co.'s defence sector is comprised of three divisions: combat systems, engaging in armored tracked vehicles and NBC protection systems; electronic solutions, engaging in air defence systems and soldier systems; and wheeled vehicles, engaging in wheeled logistics vehicles and wheeled tactical vehicles. Co.'s automotive sector is comprised of three division: mechatronics, engaging in cutting emissions and air management systems; hardparts, engaging in pistons and plain bearings and bushes; and motorservice, which includes aftermarket activities for replacement parts business.

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
Olfa Taamallah

Yan Derocles

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