Talgo : Ajustements après le T1 : le potentiel reste très important
>Le T1 a été relativement solide - Avec un CA de 113 M€ (en hausse de 29%), un EBITDA ajusté de 14.8 M€ (marge de 13.1%, en baisse de 480 pb) et un RN de 5.3 M€ (baisse de 29%), le T1 a été correct dans le contexte actuel. Le consensus attendait 107 M€, 14.1 M€ (marge de 13.1%) et 5.6 M€ resp. Le CA ‘services’ était en fort recul, plus que compensé par la fabrication. Les marges ont reculé dans les deux activités principales au cours du trimestre. Le mana...Talgo is engaged in designing, manufacturing, repairing and maintaining the railway rolling stock, as well as the manufacturing, assembling, repairing and maintaining the engines, machinery and parts of the railway systems. Co. has an industrial presence in seven countries: Spain, Germany, Kazakhstan, Uzbekistan, Russia, Saudi Arabia and U.S.A. Co. has an active fleet in Europe, Asia and North America that comprises of 94 high-speed trains and more than 1,400 Talgo tilting passenger cars. Also, Co. purchases, redesigns, constructs, leases and sells all types of real estate.
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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