Report
Delphine Brault ...
  • Quentin Borie

Schneider Electric : Feedback roadshow : des hypothèses solides derrière la guidance

>Une guidance 2024 qui intègre une reprise du discrete automation au S2 - Nous avons organisé un roadshow avec le management de Schneider Electric la semaine dernière. L’objectif de croissance organique du CA de 6-8% intègre les hypothèses suivantes : Un effet prix de 1-2% (plus proche de 2% selon nous).La Chine (un peu moins de 13% du CA désormais) sera un contributeur à la croissance, mais pas forcément dans la fourchette visée par le groupe au niveau cons...
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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