Report
Aurelien Sivignon

VusionGroup : Un peu plus back-end loaded qu’anticipé mais confirmation des guidances FY

>T3 plus faible qu’attendu (phasing avec T4). Prises de commandes excellentes - VusionGroup a publié hier soir un CA T3 ajusté de 223 M€ en hausse de 22% y-o-y (vs ODDO BHF 256 M€e et visible alpha 255 M€). En publié IFRS, le CA s’établit à 207 M€. EMEA (44% du CA T3) était en baisse de 37% au T3 (vs -20%e) toujours pénalisé par l’effet de base lié la fin du déploiement Lidl alors que nous comprenons que les nouveaux contrats remportés récemment n’ont pas ou peu con...
Underlying
SES-imagotag SA

Ses Imagotag SA Formerly known as Ses-Imagotag SA. Ses Imagotag SA is a France-based company, which designs and markets electronic shelf labeling systems for food and non-food retail industries. The Company's solutions include store electronic systems (SES), electronic labels, software, radio and mounting systems. The Company's solutions are designed for every type of retail environment, including hypermarkets, supermarkets, electronics stores, garden centers, pharmacies and service stations. The Company's products are distributed in approximately 50 countries worldwide. Ses Imagotag SA's main clients include Intermarche, E. Leclerc, Monoprix, Groupe Casino, Carrefour and Auchan. The Company has a global presence, through its own subsidiaries and representations, in Italy, Spain, the United Kingdom, Scandinavia, Canada, Mexico and Singapore, as well as more than 60 international partners. It operates through imagotag GmbH, a manufacturer of electronic components.

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
Aurelien Sivignon

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