Report
Fatma Agnès Hamdani

LDC : Plus de visibilité sur le redressement des volumes en 2024/25

Dans un contexte de consommation atone marquée par la baisse du pouvoir d’achat, nous pensons que LDC a des atouts pour traverser cette période d’incertitudes. La baisse des matières premières lui confère de la latitude pour redresser ses volumes en 2024/25 tout en préservant sa rentabilité. En outre, la forte génération de FCF lui permet aisément de financer ses investissements et de réaliser une acquisition plus transformante si l’opportunité se présente. La baisse récente du c...
Underlying
Societe LDC Societe Anonyme

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.

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
Fatma Agnès Hamdani

Other Reports on these Companies
Other Reports from Oddo BHF

ResearchPool Subscriptions

Get the most out of your insights

Get in touch