LDC : Une croissance organique T4 plus élevée qu’attendu avec une bonne performance du traiteur. La guidance annuelle de marge précisée à environ 5%
>Une croissance organique de 16.4% (vs 15.5%e) tirée par le mix prix. Volumes en baisse de 9%, pénalisés en particulier par les épisodes d’influença en France - Les ventes du T4 de LDC de 1618.9 M€ (+15.4%) ressortent proches de notre prévision de 1 626.2 M€. En revanche, la croissance organique est supérieure à nos attentes à 16.4% (vs 15.5%e) en raison d’une meilleure performance de l’international et du traiteur avec un mix prix plus favorable que prévu. Globalemen...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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