Report
Delphine Brault ...
  • Quentin Borie

Talgo : La montée en puissance des nouveaux projets tire les résultats

>9M 2023 : CA en hausse de 34% et marge d’EBITDA ajusté de 13.7% - Talgo a publié mardi soir dernier des résultats 9M 2023 largement au-dessus des attentes du consensus (cf. notre first take) et a tenu une conférence hier en journée.Le chiffre d’affaires était en hausse de 34% vs 9M 2022 à 470.3 M€ (css à 437 M€) et la marge d’EBITDA ajusté atteint 13.7% (css à 12.1%), +280 pb vs 9M 2022. L’EBITDA ajusté intègre des éléments non récurrents liés à la comptabilisat...
Underlying
Talgo SA

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.

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
Delphine Brault

Quentin Borie

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