LDC : Encore un fort T3 tiré par les revalorisations tarifaires. Guidance de marge rectifiée à supérieure à 4.5%
>Une croissance organique de 17.5% vs 15.9%e dont 24.3% d’effet mix prix - Le CA T3 2022/23 ressort légèrement au-dessus de notre prévision à 1491.7 M€ (vs 1482.8 M€e), soit en hausse de 17.4% avec une croissance organique de 17.5% contre 15.9% attendus. L’écart avec notre estimation provient essentiellement d’un meilleur effet mix prix, en particulier pour le pôle volaille France. Les volumes sont en baisse de 6.8% contre -4.9%e.Par division les évolutions sont ...Societe LDC SA is a France-based holding company engaged in food processing. The Group provides poultry products, as well as a range of delicatessen food. It has four business lines: Upstream division, which is responsible for branch management; Poultry division, engaged in the poultry, pig and cattle farming, as well as egg production and others; The Delicatessen division, offering ready-to-eat meals and snacks like pizzas, sandwiches, tarts and desserts and International division which focuses on international development with countries specific strategies. It markets its products under various brands, including Le Gaulois, Loue and Traditions d'Asie.
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.
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