Report
Olfa Taamallah ...
  • Yan Derocles

Safran : Feedback roadshow – Pricing power et agilité

>Un pricing power solide et un €/$ favorable - Dans le cadre d’un roadshow organisé à Paris, le management a partagé sa confiance dans la robustesse de son business model. Avec c85% de sa base installée CFM56 en contrat Time & Material et des retraits de moteurs anciens toujours aussi limités (60 au S1 22), Safran dispose d’un pricing power élevé. Le relèvement annuel des prix catalogue des pièces détachées sera annoncé dans les prochaines semaines (effectif au 1/11) ...
Underlying
Safran S.A.

Safran designs, develops and manufactures high technology electronics through three businesses: Aerospace, Defense and Security. Aerospace includes Aerospace Propulsion (propulsion systems for commercial aircraft, military transport, training and combat aircraft, rocket engines, civil and military helicopters) and Aircraft Equipment (mechanical, hydromechanical and electromechanical equipment); Defense (optronic, avionic and electronic systems); and Security (biometric technologies for fingerprint, iris and face recognition, identity management products, access management and transaction security, including tomographic systems for detection of dangerous or illicit substances in baggage).

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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