Talgo : Le T1 2022 rend le management prudent sur la guidance annuelle
>Le T1 2022 a marqué le pas en termes d’activité - Talgo a publié jeudi soir dernier (cf. notre first take de vendredi matin) des résultats inférieurs aux attentes du consensus (sur le CA et sur la marge d’EBITDA ajusté).Le groupe a publié un CA de 118 M€ (css à 128 M€), en baisse de 20% vs T1 2021 et une marge d’EBITDA ajusté de 10.7% (css à 11.4%), +160 pb vs T1 2021.La faiblesse du CA s’explique notamment par une production réduite au T1 (changements dans...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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