Report
Delphine Brault ...
  • Quentin Borie

SKF : Séparation et distribution de la division Automotive au S1 2026

>Une décision bienvenue mais qui était peu attendue à court terme - Le conseil d’administration de SKF a annoncé lors de la séance d’hier sa décision d’initier la séparation de sa division Automotive (29% du CA 2023 et 12% de l’EBIT ajusté) par la voie d’une distribution Lex Asea (équivalent à un dividende non imposable) dans une cotation séparée au Nasdaq Stockholm lors du S1 2026. Cette décision est justifiée par les différences en termes de dynamiques commerciales,...
Underlying
SKF AB Class B

AB SKF is the parent company of the SKF Group, which supplies products, solutions and services within rolling bearings, seals, mechatronics, services and lubrication systems. Services include technical support, maintenance services, condition monitoring, asset optimization, engineering consultancy and training. Co.'s business areas are: SKF Industrial Market - Strategic Industries, which includes bearings and bearing accessories and lubrication systems; SKF Industrial Market - Regional Sales and Service, which develops SKF Solution Factory facilities providing engineering capability; and SKF Automotive, which develops and manufactures bearings, seals and related products and services.

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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