Report
Fatma Agnès Hamdani

LDC : Un T3 un peu en dessous en raison d’un moindre effet volume. La guidance annuelle est confirmée

>Baisse du CA en organique de 0.8% vs +1.8% attendu en raison de plus faibles volumes en volaille - LDC a publié un CA T3 2023/24 de 1530.7 M€, en hausse de 2.6%, près de 2% en dessous de nos attentes (1568.9 M€) La croissance organique ressort un peu en deca à -0.8% (vs +1.8%e). L’écart avec notre estimation provient essentiellement d’un moindre effet volume, en particulier pour l’activité volaille en France et à l’international. Globalement les volumes ressortent st...
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