Report
Olfa Taamallah ...
  • Yan Derocles

Safran : Roadshow feedback – growth and pricing power

>Leverage to accelerate aftermarket growth - In the context of a roadshow on the east coast of the US, Safran’s CFO confirmed his scenario for flat or slight sequential growth in the civil aftermarket in Q4 2022 given the visible prebuying trend from end-Q3. For 2023, growth is set to track short-haul capacity expansion which is likely to be at pre-crisis levels at end-2023 (mid-2023 ex China) along with list price increases for CFM56 spares (10% in gross terms since ...
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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