Talgo : Croissance à moyen terme mais patience à court terme
>La croissance de l’activité porte les résultats du S1 - Talgo a publié jeudi soir dernier des résultats S1 2023 au-dessus des attentes du consensus (cf. notre first take) et a tenu une conférence téléphonique vendredi.Le chiffre d’affaires était en hausse de 33% vs S1 2022 à 288.6 M€ (css à 258.1 M€), grâce à une accélération de l’activité de fabrication de matériels roulants.La marge d’EBITDA ajusté atteint 12.1% (css à 12.1%), +140 pb vs S1 2022, toujours...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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