Report
Delphine Brault ...
  • Quentin Borie

Siemens AG : La normalisation approche pour DI et la dynamique se poursuit pour SI

>Le T4 2023/24 rassure sur les commandes et le FCF, l’EBITA est 4% > au css - Les commandes au T4 2024 ont atteint 22.9 Md€, +10% en comparable (consensus à 1.2%). Digital Industries (DI) a surpris positivement, avec des commandes en recul de 6% (vs css -12%). Le book-to-bill atteint 1.1x. Le CA progresse de 2% en comparable à 20.8 Md€ (css à 1.4%) et l’industrial profit atteint 3 120 M€ (3.9% > au css), soit une marge de 15.5% (vs 14.9% pour le consensus). Le BP...
Underlying
Siemens AG

Siemens is a technology company. Co.'s Energy sector provides a range of products, solutions and services for generating and transmitting power. The Healthcare sector provides customers a range of medical solutions across the treatment chain. The Industry sector supplies products and solutions for industrial companies, primarily in the process and manufacturing industries. The Infrastructure & Cities sector provides a range of technologies that accelerates the capabilities of metropolitan centers and urban infrastructures. The Investments segment is comprised of Co.'s equity stakes in other companies. The Financial Services segment provides business-to-business financial solutions.

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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