Report
Chaima Ferrandon ...
  • Sven Edelfelt

Vicat : Industrial footprint still at the heart of the matter

>Feedback from roadshow organised with CFO in Paris - We organised a roadshow in Paris with Hugues Chomel (CFO) and Pierre Pedrosa (HIR). Unsurprisingly, the main topics under discussion were decarbonisation (lower clinker rate, CO2 capture projects and CBAM) and the increase in prices needed to finance this transition (this will depend on CO2 prices). With the depressed valuation, investors also called for clarifications on the group’s strategy and its main sharehold...
Underlying
Vicat-Ciments Vicat SA

Vicat specializes in the production and marketing of cement, ready-mixed concrete and aggregates. Co. is also engaged in other activities which are: transport brokering (transporting materials and merchandise to large work sites) and contract work, production of prefabricated concrete products, fabrication of building products and paper. Co.'s business is divided into four segments: Cement, Ready-Mixed Concrete, Aggregates and Other Products and Services. Co.'s activities are conducted in eleven countries across Europe, North America Asia, Africa and the Middle East such as: France, U.S.A., Italy, Switzerland, Turkey, Egypt, Senegal, Mali, Mauritania, Kazakhstan and India.

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
Chaima Ferrandon

Sven Edelfelt

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