reports
- Amira Manai
- Jerôme Bodin
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
APAML APERAM SA
EVT EVOTEC SE
GBF BILFINGER SE
SCR SCOR SE
BLC BASTIDE LE CONFORT MEDICAL SA
PSM PROSIEBENSAT.1 MEDIA SE
BRBY BURBERRY GROUP PLC
ENI ENI S.P.A.
MBB MBB INDUSTRIES SE
XIOR XIOR STUDENT HOUSING N.V.
REP REPSOL SA
ERG ERG S.P.A.
CARM CARMILA SAS
LTA ALTAMIR ACT PORTEUR
RENE REDES ENERGETICAS NACIONAIS SA
COL INMOBILIARIA COLONIAL SOCIMI SA
BP. BP P.L.C.
DMP DERMAPHARM HOLDING SE
CAF CONSTRUCCIONES Y AUXILIAR DE FERROCARRILES S.A.
S92 SMA SOLAR TECHNOLOGY AG
VK VALLOUREC SA
NA9 NAGARRO
AERO MONTANA AEROSPACE AG
MRX MISTER SPEX SE
NVM NOVEM GROUP SA
SHEL SHELL PLC
CO CASINO GUICHARD-PERRACHON
- Amira Manai
- Jerôme Bodin
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
APAML APERAM SA
EVT EVOTEC SE
GBF BILFINGER SE
SCR SCOR SE
BLC BASTIDE LE CONFORT MEDICAL SA
PSM PROSIEBENSAT.1 MEDIA SE
BRBY BURBERRY GROUP PLC
ENI ENI S.P.A.
MBB MBB INDUSTRIES SE
XIOR XIOR STUDENT HOUSING N.V.
REP REPSOL SA
ERG ERG S.P.A.
CARM CARMILA SAS
LTA ALTAMIR ACT PORTEUR
RENE REDES ENERGETICAS NACIONAIS SA
COL INMOBILIARIA COLONIAL SOCIMI SA
BP. BP P.L.C.
DMP DERMAPHARM HOLDING SE
CAF CONSTRUCCIONES Y AUXILIAR DE FERROCARRILES S.A.
S92 SMA SOLAR TECHNOLOGY AG
VK VALLOUREC SA
NA9 NAGARRO
AERO MONTANA AEROSPACE AG
MRX MISTER SPEX SE
NVM NOVEM GROUP SA
SHEL SHELL PLC
CO CASINO GUICHARD-PERRACHON
- Ghada Ben Sedrine
- Nicolas David
Nagarro SE : Solid Q3 results in a less favourable context. FY 2024 gu...
>Q3 2024 results better than expected, adjusted post warning - Nagarro’s Q3 2024 results, reported yesterday morning, saw better-than-expected organic growth (5.0% vs ODDO BHF: +4.5%e, adjusted downwards after 16 October warning), up vs Q2 (3.6% org). The gross margin came in 3.5pt better y-o-y and 0.9pt better than our expectations (vs ODDO BHF: 26,5%e). Q3 EBITDA beat forecasts by 6% with an EBITDA margin of 14.3%, up 0.6pt y-o-y, or 1.1pt ahead of expectations (ODD...
- Ghada Ben Sedrine
- Nicolas David
Nagarro SE : Résultats T3 solides dans un contexte moins favorable. Gu...
>Résultats T3 2024 supérieurs aux attentes, ajustées post warning - Nagarro a publié hier matin ses résultats T3 2024 avec une croissance org. supérieure aux attentes (5,0% vs ODDO BHF : +4,5%e, ajustés à la baisse suite au warning du 16 octobre), en hausse par rapport au T2 (3,6% org). La marge brute est en hausse de 3,5pt y/y et 0,9pt au-dessus de nos attentes (vs ODDO BHF : 26,5%e). L'EBITDA du T3 est supérieur de 6% aux attentes avec une marge d'EBITDA de 14,3%, e...
EQS-News: Nagarro verzeichnet in den ersten neun Monaten 2024 ein währ...
EQS-News: Nagarro SE / Schlagwort(e): 9-Monatszahlen/Quartals-/Zwischenmitteilung Nagarro verzeichnet in den ersten neun Monaten 2024 ein währungsbereinigtes Umsatzwachstum von 6,1 % gegenüber dem Vorjahr 14.11.2024 / 07:54 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. 14. November 2024 – Heute hat Nagarro, ein weltweit führendes Unternehmen für Digital Engineering, seine ungeprüften Finanzzahlen für das dritte Quartal 2024 vorgelegt und seine Neun-Monats-Zwischenmitteilung veröffentlicht. Im dritten Quartal 2024 stieg der Umsatz a...
EQS-News: Nagarro posts 6.1% YoY revenue growth in constant currency i...
EQS-News: Nagarro SE / Key word(s): 9 Month figures/Quarterly / Interim Statement Nagarro posts 6.1% YoY revenue growth in constant currency in 9M 2024 14.11.2024 / 07:54 CET/CEST The issuer is solely responsible for the content of this announcement. November 14, 2024 - Today, Nagarro, a global digital engineering leader, presented its unaudited financial numbers for Q3 2024 and released its nine-month statement. In Q3 2024, revenue grew to €242.9 million, up 3.7% YoY from €234.3 million in Q3 2023 and up 5.6% YoY in constant currency. Organic YoY revenue growth for Q3 ...
- Nicolas David
- Nicolas Thorez
ODDO : The sector recovery will be slower than expected in H2 2024 and...
The recovery in growth in the IT & engineering services sector is undermined by the still mixed macroeconomic climate and the setbacks in the automotive and aerospace sectors. The improvement in sector momentum will therefore be minimal in H2 2024 with a growing decorrelation between the US which should be robust and a stagnating Europe. This leads us to adopt a more cautious approach on companies in our sector (revision to our 2025 growth estimates for 12 companies) and to prefe...
ATO ATOS SE
ACN ACCENTURE PLC CLASS A
INF INFOTEL SA
ASY ASSYSTEM SA
SQI SQLI SA
SWP SWORD GROUP SE
AUB AUBAY SA
ATE ALTEN SA
CAP CAPGEMINI SE
VRNL VERNEUIL PARTICIPATIONS
CTAC CTAC N.V.
TIETO TIETOEVRY OYJ
COK CANCOM SE
BC8 BECHTLE AG
ADN1 ADESSO AG
IDR INDRA SISTEMAS S.A. CLASS A
ECONT ECONOCOM GROUP SE CLASS D
REY REPLY S.P.A.
AEIN ALLGEIER HOLDING AG
WAVE WAVESTONE SA
NA9 NAGARRO
EXN EXCLUSIVE NETWORKS SA
IOS IONOS GROUP SE
- Nicolas David
- Nicolas Thorez
ODDO : La recovery du secteur sera plus lente qu’attendu au S2 2024 et...
La reprise de la croissance du secteur IT & Engineering Services est mise à mal par un contexte macro toujours mitigé et par les déboires des secteurs Auto et Aéro. Ainsi, l’amélioration de la dynamique du secteur sera minimale au S2 2024 et probablement aussi au S1 2025, avec une décorrélation grandissante entre les US qui devraient être solides et une Europe stagnante. Ceci nous amène à adopter une approche plus prudente pour les sociétés de notre secteur (révision de croissanc...
ATO ATOS SE
ACN ACCENTURE PLC CLASS A
INF INFOTEL SA
ASY ASSYSTEM SA
SQI SQLI SA
SWP SWORD GROUP SE
AUB AUBAY SA
ATE ALTEN SA
CAP CAPGEMINI SE
VRNL VERNEUIL PARTICIPATIONS
CTAC CTAC N.V.
TIETO TIETOEVRY OYJ
COK CANCOM SE
BC8 BECHTLE AG
ADN1 ADESSO AG
IDR INDRA SISTEMAS S.A. CLASS A
ECONT ECONOCOM GROUP SE CLASS D
REY REPLY S.P.A.
AEIN ALLGEIER HOLDING AG
WAVE WAVESTONE SA
NA9 NAGARRO
EXN EXCLUSIVE NETWORKS SA
IOS IONOS GROUP SE
- Ahmed Ben Salem
- Thomas Zlowodzki
ODDO BHF Small & MIDCAP MORNING NEWS - 10/17/2024
We measured the impact of the contribution from Michel Barnier’s exceptional tax on 88 stocks exposed to France. Some 17 of them would experience a (negative) impact on their EPS of more than 4% on average over 2024 and 2025: LDC (-8.3%), Synergie (-8%), Eiffage (-7.9%), ADP (-7.9%), Dassault Aviation (-7%), Crit (-6.9%), Derichebourg (-6.3%), Hermès (-5.6%), Safran (-5.6%), Bouygues (-5.6%), M6 (-5.2%), Thales (-5%), TF1 (-4.9%), Nexans (-4.9%), Vinci (-4.7%), Compagnie des Alpes (...
FP TOTAL SE
IPN IPSEN SA
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
ALFOC FOCUS HOME INTERACTIVE SA
AUTN AUTONEUM HOLDING AG
MC LVMH MOET HENNESSY LOUIS VUITTON SE
BFIT BASIC-FIT NV
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
KORI KORIAN SA
HCO HIGHCO SA
EL ESSILORLUXOTTICA SA
BLC BASTIDE LE CONFORT MEDICAL SA
BRBY BURBERRY GROUP PLC
VIRP VIRBAC SA
VETO VETOQUINOL SA
VLS VALNEVA SE
LNA LNA SANTE SA
GBT GUERBET SA
GLO GL EVENTS SA
KER KERING SA
ENI ENI S.P.A.
PNL POSTNL NV
01913 PRADA S.P.A.
REP REPSOL SA
TIETO TIETOEVRY OYJ
TECN TECAN GROUP AG
SLIGR SLIGRO FOOD GROUP N.V.
AALB AALBERTS N.V.
MONC MONCLER SPA
BEZ BERENTZEN GRUPPE
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
BP. BP P.L.C.
BIM BIOMERIEUX SA
S92 SMA SOLAR TECHNOLOGY AG
BAR BARCO NV
NA9 NAGARRO
SHEL SHELL PLC
EAPI EUROAPI
ORP ORPEA
- Ahmed Ben Salem
- Thomas Zlowodzki
ODDO BHF Small & MIDCAP MORNING NEWS - 17/10/2024
Nous avons mesuré l’impact de la contribution exceptionnelle Barnier sur 88 valeurs exposées à la France. 17 d’entre elles auraient un impact (négatif) sur leurs BPA de plus de 4% en moyenne sur 2024 et 2025 : LDC (-8,3%), Synergie (-8%), Eiffage (-7,9%) ADP (-7,9%), Dassault Aviation (-7%), Crit (-6,9%), Derichebourg (-6,3%), Hermès (-5,6%), Safran (-5,6%), Bouygues (-5,6%), M6 (-5,2%), Thalès (-5%), TF1 (-4,9%), Nexans (-4,9%), Vinci (-4,7%), Compagnie des Alpes (-4,4%), FDJ (-4%). - ...
FP TOTAL SE
IPN IPSEN SA
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
ALFOC FOCUS HOME INTERACTIVE SA
AUTN AUTONEUM HOLDING AG
MC LVMH MOET HENNESSY LOUIS VUITTON SE
BFIT BASIC-FIT NV
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
KORI KORIAN SA
HCO HIGHCO SA
EL ESSILORLUXOTTICA SA
BLC BASTIDE LE CONFORT MEDICAL SA
BRBY BURBERRY GROUP PLC
VIRP VIRBAC SA
VETO VETOQUINOL SA
VLS VALNEVA SE
LNA LNA SANTE SA
GBT GUERBET SA
GLO GL EVENTS SA
KER KERING SA
ENI ENI S.P.A.
PNL POSTNL NV
01913 PRADA S.P.A.
REP REPSOL SA
TIETO TIETOEVRY OYJ
TECN TECAN GROUP AG
SLIGR SLIGRO FOOD GROUP N.V.
AALB AALBERTS N.V.
MONC MONCLER SPA
BEZ BERENTZEN GRUPPE
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
BP. BP P.L.C.
BIM BIOMERIEUX SA
S92 SMA SOLAR TECHNOLOGY AG
BAR BARCO NV
NA9 NAGARRO
SHEL SHELL PLC
EAPI EUROAPI
ORP ORPEA
- Ghada Ben Sedrine
- Nicolas David
Nagarro SE : Nagarro confirms talks with a possible view to acquisitio...
>Nagarro confirms talks with a possible view to acquisition - Following a Bloomberg article publish yesterday during trading, Nagarro has confirmed that it is in discussions (probably at least with Warburg Pincus) with a view to a possible acquisition. The press release states that, as part of the assessment of Nagarro’s strategic options and discussions held with various shareholding members of the board of directors, the group is in discussions with a number of int...
- Ghada Ben Sedrine
- Nicolas David
Nagarro SE : Nagarro confirme tenir des discussions en vue d’un possib...
>Nagarro confirme tenir des discussions en vue d’un possible rachat - Suite à un article publié par Bloomberg hier en séance, Nagarro a confirmé dans la foulée tenir des discussions (certainement au moins avec Warburg Pincus) en vue d’une possible acquisition. Le communiqué de presse précise que, dans le cadre de l'évaluation des options stratégiques de Nagarro et de discussions soutenues par certains membres du conseil d'administration détenant des actions Nagarro, ...
- Emmanuel Matot
- Marc Lavaud
- Emmanuel Matot
- Marc Lavaud
- Ghada Ben Sedrine
- Nicolas David
Nagarro SE : Ajustement significatif à la baisse de la guidance de CA ...
>Warning significatif sur le CA sans aucun détail ni de trading update - Nagarro a annoncé hier qu'elle visait désormais pour l'exercice 2024 : CA de c. 960 M€, soit une hausse de 5,3% cc (vs c.1 Md€, +9,6% cc préc.). Le consensus pre-publication de FactSet (4 contributions seulement) était à 998 M€ (ODDO BHF : 1 007 M€).Marge brute de c. 30% (vs c. 31% préc.) selon la nouvelle méthode de calcul ou 26% (vs 27% préc.) selon la méthode de calcul précédente (OD...
- Ghada Ben Sedrine
- Nicolas David
Nagarro SE : Significant downward adjustment of the FY 2024 revenue gu...
>A significant warning at top-line level without any details nor trading update - Nagarro announced yesterday that it now targets for FY 2024: Revenue of c. € 960m, implying a cc growth of 5.3% (vs c. €1bn, up 9.6% cc previously). Pre-release FactSet Consensus (4 contributions only) was at € 998m (ODDO BHF: € 1,007m)Gross margin of c. 30% (vs c. 31% previously) according to the new calculation method or 26% (vs 27% previously) according to the previous calcu...
- Ghada Ben Sedrine
- Nicolas David
- Ghada Ben Sedrine
- Nicolas David
- Ghada Ben Sedrine
- Nicolas David
Nagarro SE : Q2 results slightly below our estimates but all FY guidan...
>Q2 results slightly below our expectations but growth continues to improve - Q2 revenue of € 244.1m, up 7.6% y-o-y (up 7.2% at cc), -2% below our expectations (vs ODDO BHF: € 248.8m; css: unreliable) which implies organic growth of 3.6%, -110bp below our estimates (ODDO BHF: 4.7% org.) even if accelerating sharply vs last quarter (Q1 2024 at -0.4% y-o-y org).Gross profit of € 73.3m (according to a new calculation, not comparable to last year and to our own esti...
- Ghada Ben Sedrine
- Nicolas David
Nagarro SE : Q2 results slightly below our estimates but all FY guidan...
>Q2 results slightly below our expectations but growth continues to improve - Q2 revenue of € 244.1m, up 7.6% y-o-y (up 7.2% at cc), -2% below our expectations (vs ODDO BHF: € 248.8m; css: unreliable) which implies organic growth of 3.6%, -110bp below our estimates (ODDO BHF: 4.7% org.) even if accelerating sharply vs last quarter (Q1 2024 at -0.4% y-o-y org).Gross profit of € 73.3m (according to a new calculation, not comparable to last year and to our own esti...
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