Report
Christophe-Raphaël Ganet

Virbac : Présentation par le management des performances 2023 : discours de bâtisseur pour le moyen terme – Guidance prudente à notre sens

>Feedback réunion d’analystes : signaux opérationnels positifs - Nous avons trouvé la tonalité du management très encourageante et convaincant sur :1/ L'intégration des 2 dernières acquisitions (Globion et Sassaeah qui ont été présentées comme très complémentaires / relire nos commentaires du 10/10 2023 et 7/3/2024) qui pourraient facilement doubler de taille, selon le CEO (nouvelles capacités de production, développement commercial, gains de productivité...). §r...
Underlying
Virbac SA

Virbac is an independent veterinary pharmaceutical laboratory. Co. develops and provides veterinarians and farmers with medicines and vaccines that improve the health of food producing animals. Co. markets a range of products designed for pets and livestock. It offers seven types of products for companion animals (Parasiticides, Immunology, Antibiotics/dermatology, Specialties, Equine, Specialized pet food and Other products), and four types of products for food producing animals (Bovine parasiticides, Bovine products (excluding parasiticides), Pig/poultry antibiotics and Other products). Co. markets its products in the ethical (veterinarian) and OTC markets.

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
Christophe-Raphaël Ganet

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