LDC : Un T2 de très bonne facture, soutenu par les effets prix. Résilience attendue de la marge opérationnelle courante au S1
>Une croissance organique du CA robuste de 15.7%, tirée par les revalorisations des prix - LDC a publié hier soir un CA T2 2022/23 en croissance de 16.1% à 1393.5 M€, 11% au-dessus de nos prévisions (1250 M€e). La croissance organique ressort à 15.7% (vs +10.4% au T1 et 4%e), tirée par un fort mix/prix aussi bien en France qu’à l’international. En raison de l’épisode d’influenza aviaire en France, les volumes ont baissé de 5.8%, néanmoins c’est moins prononcé que pré...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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