Report
Delphine Brault ...
  • Quentin Borie

Talgo : Un début d’année encourageant au niveau des marges

>T1 en ligne avec les attentes au niveau de l’EBITDA, en amélioration séquentielle - Talgo a publié jeudi soir dernier des résultats T1 2023 en ligne avec les attentes du consensus au niveau de l’EBITDA ajusté (cf. notre first take).Le chiffre d’affaires était en hausse de 7% vs T1 2022 (+8% en séquentiel) à 126.7 M€ (css à 128.5 M€), grâce à une accélération de l’activité de fabrication. Les revenus de maintenance sont stables.La marge d’EBITDA ajusté attei...
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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