Oddo BHF - Sika AG (SIK) Sika : En route pour le bas de fourchette de la guidance 2024

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Oddo BHF

Chaima Ferrandon ...

Sven Edelfelt

Sika : En route pour le bas de fourchette de la guidance 2024

>EBITDA T3 2% inférieur aux attentes - Le groupe a publié ce matin un EBITDA T3 à 609 MCHF, 2% inférieur aux attentes, (consensus 621 MCHF et ODDO BHF à 633 MCHFe), soit une marge de 19.8% en recul de 30 pb. Le FCF ressort à 849.5 MCHF (vs 896.5 MCHF) et la marge brute s’améliore à 54.2% contre 53.1% (54.1%e pour ODDO BHF).Le CA du T3 2024 ressort à 3 080 MCHF (+1.7% à pcc et -0.7% en réel), proche du consensus (3 091 MCHFe) et nos estimations (3 082 MCHFe). Su...

25/10/2024 1 FR

Underlying

Sika AG

See profile

CH0418792922 Six Swiss Exchange Switzerland

Provider

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.

See profile

Analysts

Chaima Ferrandon

Sven Edelfelt

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>Q3 EBITDA 2% below expectations - This morning Sika reported Q3 EBITDA of CHF 609m, 2% lower than forecast (consensus CHF 621m and ODDO BHF estimate: CHF 633m) i.e. a 19.8% margin, down 30bp. Free cash flow came to CHF 849.5m (vs CHF 896.5m) and the gross margin improved to 54.2% vs 53.1% (ODDO BHF estimate: 54.1%).Q3 2024 sales dipped 0.7% to CHF 3,080m (+1.7% LFL), close to the consensus (CHF 3,091m) and our estimate (CHF 3,082m). Q3 organic sales growth of ...

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Sika : En route pour le bas de fourchette de la guidance 2024

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 10/25/2024

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 25/10/2024

Sika : Headed for the low end of 2024 guidance

Oddo’s 2 Weeks Ahead_Friday 10 January 2025

Oddo’s 2 Weeks Ahead_Vendredi 10 Janvier 2025

ODDO BHF Small & MIDCAP MORNING NEWS – 01/10/2025

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