Report
Fatma Agnès Hamdani

Savencia SA : Le contexte en 2024 s’annonce assez similaire à 2023

>L’international hors Europe tire la croissance de l’activité en 2023 grâce aux revalorisations tarifaires - Toutes les zones géographiques ont contribué à la croissance du CA 2023 de 3.7% à 6791 M€. L’international (27% du CA) est en hausse de 5.7% malgré un impact négatif des changes (-10%) du fait d’une solide dynamique aux USA en Food Service, ainsi qu’une hausse de l’activité au LATAM (Argentine et Brésil) mais aussi en Asie (hors Chine en retail). Le CA France (...
Underlying
Savencia SA

Savencia is a transformer of milk centered on cheese, dairy specialties, and on dairy ingredients. Co.'s operations are divided into two segments: the Cheese Products segment and the Other Dairy Products segment. In the Cheese Products segment, Co. manufactures and distributes cheeses and cheese specialties. In the Other Dairy Products segment, Co. manufactures and distributes modern butters and long-life creams both for final consumers and professional users, manufactures technical butters and specialized dairy proteins for industrial markets, and manufactures aseptically packaged products.

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
Fatma Agnès Hamdani

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