Report
Delphine Brault ...
  • Quentin Borie

Schneider Electric : Feedback road show: solid assumptions behind guidance

>2024 guidance which factors in an upturn in discrete automation in H2 - We organised a road show with Schneider Electric’s management at the end of last week. The organic sales growth target of 6-8% incorporates the following assumptions: A price effect of 1-2% (closer to 2%, on our estimates);China (a shade below 13% of group sales currently) will be a contributor to growth, but not necessarily within the range targeted by the group at the consolidated lev...
Underlying
Schneider Electric SE

Schneider Electric is engaged in energy management. Co. is organized into four areas: Buildings and Partner, Infrastructure, Industry and IT; and operates in four principal markets: non-residential & residential buildings, utilities & infrastructure, industry & machine manufacturers and data centers & networks. The non-residential and residential buildings market includes end-users, property developers, design firms, and systems integrators. The utilities and infrastructure market includes energy operators. The industries market serves end users and companies, and engineering firms. The data centers and networks contain servers that process and store digital data in secure rooms.

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
Delphine Brault

Quentin Borie

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