Report
Fatma Agnès Hamdani

Savencia SA : Le ralentissement de la demande pèse sur les volumes au T3 mais les effets prix qui s’affaiblissent continuent de compenser

>Les volumes des produits fromagers reculent de 1.5% au T3 - La déclaration de la croissance organique du CA groupe du T3 à 5.6% reflète une baisse du mix volume de l’ordre de 1% et un moindre effet prix de 6.6% dont +5.5% pour les produits fromagers. Ce recul des volumes touche les deux divisions. L’effet report des prix conjuguée aux augmentations de prix obtenues début 2023 pèsent sur la consommation de produits fromagers (volumes a -1.5% au T3) en particulier e...
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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