LDC : Un T2 un peu plus faible qu’attendu en organique. Objectif annuel de CA abaissé en lien avec le retard dans les acquisitions
>Baisse du CA T2 en organique de 4.1% vs -3%e. Hausse des volumes de 3% vs 3.5%e - Le CA T2 publié hier soir ressort 4% en dessous nos attentes en raison d’un effet périmètre moins élevé qu’attendu. L’intégration de Undikpol et Routhiau est décalée au S2. Les ventes sont en retrait de 2.7% à 1466.9 M€ (vs 1527.9 M€e). En organique la baisse est de 4.1%, soit un peu en deçà de notre estimation de -3% en raison d’une activité amont plus faible. Les volumes sont lég...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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