Report
Jean-François Granjon

Vilmorin & Cie : Les semences : une activité stratégique – Conviction Midcap

>Un profil plus résilient - Dans le cadre d’une conf call Corporate/Clients avec le management (CFO + HIR), ce dernier est revenu sur les bonnes performances T3 et sur les perspectives à court, moyen terme malgré le contexte sanitaire actuel. Nous retenons un discours prudent (ADN du groupe) mais serein.Des risques mais une activité plutôt résiliente. De par son exposition mondiale, Vilmorin & Cie a été impacté par la crise sanitaire dès le début d’année (Chine)....
Underlying
Vilmorin & Cie SA

Vilmorin & Cie SA is engaged in the production, marketing and sale of vegetable and crop seeds for agricultural production and market gardeners. The Vegetable seeds division is involved in the production and sale of vegetable seeds under the brand names, such as Hazera-Nickerson, Vilmorin SA, HM.Clause and Mikado Kyowa Seed, among others, intended for the professional food market, including market gardeners, processors, and specialists in canning, specialists in deep-freezing and freeze-drying. The Field Seeds division is focused on field seeds, including corn, straw cereals, grape and sunflower seeds for European and American clients. The Garden Products division is structured around two companies, Vilmorin Jardin and Suttons. In March 15, 2013, it acquired the Bisco Bio Sciences of India. In October 2013, it announced that it has recently taken over Shamrock. In November 2013, it acquired Eureka Seeds Inc. In March 2014, it acquired Seed Asia based in Bangkok.

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
Jean-François Granjon

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