Report
Fatma Agnès Hamdani

Savencia SA : Une activité T4 attendue robuste, encore portée par les effets prix

>Un volume mix en amélioration par rapport au S1, soutenu par une demande résiliente et un mix-produits favorable - La forte hausse organique des ventes de 24.3% au T3 s’appuie sur un fort effet prix de près de 23% et un volume mix de 1.4%. Le mix volume se stabilise au T3 à -0.1% vs -3.4% au S1 pour les produits fromagers grâce à une bonne résilience des ventes en France dans un marché du fromage atone, une croissance solide sur la zone Amériques compensant un recul...
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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