Savencia SA : Les fondamentaux sont solides mais des incertitudes subsistent sur l’évolution de la demande et de l’économie laitière en 2023
>Un T2 marqué par un fort effet prix compensant le retrait des volumes - La croissance organique du CA T2 s’élève à 13.9%, tirée par un effet prix de près de 18%. La croissance organique du T2 des Produits fromagers de 7.7% reflète les différentes revalorisations de prix obtenues de près de 11%, compensant largement la baisse du mix/ volume de 3.1%. Comme pour le T1, cette baisse des volumes est liée à un marché en retrait en grande distribution (GD) en particulier en...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.
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.
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