reports
- Emmanuel Matot
- Emmanuel Matot
- Delphine Brault
- Quentin Borie
Dormakaba : Confirmation of medium-term guidance at the CMD
>Medium-term guidance confirmed - The new CEO, Till Reuter, yesterday held his first CMD and set out his strategic roadmap to continue the group’s recovery. The group boasts a world no. 3 position (7% share) in a market with solid entry barriers. We note that 60% of the market is aftermarket business and the group is looking to draw on its installed base (CHF 20bn added over the last 15 years), with services accounting for 15% of its revenues. More client-centric...
- Delphine Brault
- Quentin Borie
Dormakaba : Confirmation des objectifs de moyen terme lors du CMD
>Les objectifs de moyen terme sont confirmés - Le nouveau CEO, Till Reuter, a tenu hier son 1er CMD et présenté sa feuille de route stratégique pour poursuivre le redressement du groupe. Ce dernier détient une position de n°3 mondial (7% de parts de marché) sur un marché qui dispose de solides barrières à l’entrée. Rappelons que 60% du marché est de l’after market et le groupe entend s’appuyer sur sa base installée (20 MdCHF ajoutés sur les 15 dernières années), les s...
dormakaba ernennt Christian Baur zum President Key & Wall Solutions an...
dormakaba Holding AG / Schlagwort(e): Personalie dormakaba ernennt Christian Baur zum President Key & Wall Solutions and OEM sowie zum Chief Transformation Officer 18.11.2024 / 18:00 CET/CEST Rümlang, 18. November 2024 – dormakaba hat mit Wirkung zum 1. Januar 2025 Christian Baur als President Key & Wall Solutions and OEM sowie als Chief Transformation Officer in die Geschäftsleitung der dormakaba Gruppe berufen. Als President Key & Wall Solutions and OEM folgt er auf Stefano Zocca, der sich nach über 13-jähriger Tätigkeit entschlossen hat, das Unternehmen zu verlassen und s...
Christian Baur appointed President Key & Wall Solutions and OEM and Ch...
dormakaba Holding AG / Key word(s): Personnel Christian Baur appointed President Key & Wall Solutions and OEM and Chief Transformation Officer 18.11.2024 / 18:00 CET/CEST Rümlang, 18 November 2024 – dormakaba announces that Christian Baur will join dormakaba Group’s Executive Committee as President Key & Wall Solutions and OEM as well as Chief Transformation Officer effective 1 January 2025. As President Key & Wall Solutions and OEM, he follows Stefano Zocca who after over 13 years of tenure has decided to leave the company to pursue new professional opportunities. Additiona...
Dormakaba Holding AG: 1 director
A director at Dormakaba Holding AG bought 510 shares at 617.917CHF and the significance rating of the trade was 83/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years cl...
Generalversammlung stimmt allen Anträgen zu
dormakaba Holding AG / Schlagwort(e): Generalversammlung Generalversammlung stimmt allen Anträgen zu 10.10.2024 / 18:30 CET/CEST Rümlang, 10. Oktober 2024 – An der heutigen ordentlichen Generalversammlung der dormakaba Holding AG haben die Aktionärinnen und Aktionäre alle Anträge des Verwaltungsrats genehmigt. 241 Aktionärinnen und Aktionäre nahmen persönlich teil. Insgesamt waren 2 883 737 stimmberechtigte Namensaktien vertreten, was 68.6% des im Handelsregister eingetragenen Aktienkapitals entspricht. Die Aktionärinnen und Aktionäre stimmten allen Anträgen des Verwaltungs...
Annual General Meeting approves all proposals
dormakaba Holding AG / Key word(s): AGMEGM Annual General Meeting approves all proposals 10.10.2024 / 18:30 CET/CEST Rümlang, 10 October 2024 – At today's Annual General Meeting of dormakaba Holding AG, shareholders approved all the proposals of the Board of Directors. 241 shareholders attended in person. A total of 2 883 737 registered shares with voting rights were represented, corresponding to 68.6% of the share capital recorded in the commercial register. The shareholders approved all proposals of the Board of Directors with a large majority, including the payment of a ...
- Delphine Brault
- Quentin Borie
ODDO : US elections: between continuity and disruption, the benefits/r...
Accounting for an average of 19% of revenues for European capital goods groups (over 40% in some cases), the US is clearly a central factor in growth strategies, both organically and inorganically. Based on our analysis of the programmes of the two candidates running for the White House and the positioning of the various groups, we have established two scenarios through which to play the sector depending on the winner in November's election. In this still uncertain US election co...
SU SCHNEIDER ELECTRIC SE
KNEBV KONE OYJ CLASS B
ABB ABB LTD.
SAND SANDVIK AB
RXL REXEL SA
ALO ALSTOM SA
GEBN GEBERIT AG
SCHP SCHINDLER HOLDING AG PREF
DOKA DORMAKABA HOLDING AG
MOCORP METSO OUTOTEC OYJ
ASSA B ASSA ABLOY AB CLASS B
SKF B SKF AB CLASS B
TLGO TALGO SA
SIE SIEMENS AG
VOS VOSSLOH AG
CAF CONSTRUCCIONES Y AUXILIAR DE FERROCARRILES S.A.
KBX KNORR-BREMSE AG
SRAIL STADLER RAIL AG
ENR SIEMENS ENERGY AG
EPI A EPIROC AB
ATCO A ATLAS COPCO AB
- Delphine Brault
- Quentin Borie
ODDO : Election US : entre continuité et rupture, les bénéfices/risque...
Représentant 19% en moyenne du CA des groupes de biens d’équipement européens (plus de 40% pour certains), les Etats-Unis sont inévitablement au cœur des stratégies de croissance, tant organique qu’externe. Après analyse des programmes des deux candidats à la Maison Blanche, croisée avec celle du positionnement des groupes, nous avons établi 2 scénarios permettant de se positionner en fonction du candidat qui sera élu en novembre. Dans ce contexte électoral américain encore incer...
SU SCHNEIDER ELECTRIC SE
KNEBV KONE OYJ CLASS B
ABB ABB LTD.
SAND SANDVIK AB
RXL REXEL SA
ALO ALSTOM SA
GEBN GEBERIT AG
SCHP SCHINDLER HOLDING AG PREF
DOKA DORMAKABA HOLDING AG
MOCORP METSO OUTOTEC OYJ
ASSA B ASSA ABLOY AB CLASS B
SKF B SKF AB CLASS B
TLGO TALGO SA
SIE SIEMENS AG
VOS VOSSLOH AG
CAF CONSTRUCCIONES Y AUXILIAR DE FERROCARRILES S.A.
KBX KNORR-BREMSE AG
SRAIL STADLER RAIL AG
ENR SIEMENS ENERGY AG
EPI A EPIROC AB
ATCO A ATLAS COPCO AB
- Ahmed Ben Salem
- Martial Descoutures
- Oussema Denguir
- Delphine Brault
- Quentin Borie
Dormakaba : Good H2 and Shape4Growth plan bearing fruit
>2023-24: good H2 figures and better-than-expected results - Revenues came in 4.7% higher in organic terms in 2023-24 (css at 4%), with 5.5% for H2. The price effect came to 2.8% and volumes were up 1.9% (with 0.8% in H1 and 3.1% in H2). The adjusted EBITDA margin came in at 14.7% (css at 14.5%), a 120bp improvement on last year. Adjusted EBITDA reached CHF 417m, 2% ahead of consensus expectations. FCF is solid, increasing to CHF 205m. The group is to propose a divide...
- Delphine Brault
- Quentin Borie
Dormakaba : Un bon S2 et un plan Shape4Growth qui porte ses fruits
>2023/2024 : un bon S2 et des résultats meilleurs qu’attendu - L’activité s’est établie en hausse de 4.7% en organique en 2023/2024 (css à 4%), dont 5.5% pour le seul S2. L’effet prix atteint 2.8% et les volumes sont en hausse de 1.9% (dont 0.8% au S1 et 3.1% au S2). La marge d’EBITDA ajusté s’établit à 14.7% (css à 14.5%), en hausse de 120 pb par rapport à l’année dernière. L’EBITDA ajusté atteint 417 MCHF, 2% au-dessus des attentes du consensus. Le FCF est solide et...
dormakaba releases 2023/24 Sustainability Report: strong progress in s...
dormakaba Holding AG / Key word(s): Sustainability dormakaba releases 2023/24 Sustainability Report: strong progress in sustainability initiatives 04.09.2024 / 06:30 CET/CEST Rümlang, 4 September 2024 – dormakaba released its ninth annual Sustainability Report, highlighting progress made in the financial year 2023/24 in achieving key environmental, social, and governance (ESG) goals. The company continues to lead in sustainability and has met important milestones on climate change, health and safety, human rights, and product innovation. Key achievements as published in t...
dormakaba veröffentlicht Nachhaltigkeitsbericht 2023/24: starke Fortsc...
dormakaba Holding AG / Schlagwort(e): Nachhaltigkeit dormakaba veröffentlicht Nachhaltigkeitsbericht 2023/24: starke Fortschritte bei Nachhaltigkeitsinitiativen 04.09.2024 / 06:30 CET/CEST Rümlang, 4. September 2024 – dormakaba hat seinen neunten jährlichen Nachhaltigkeitsbericht veröffentlicht, der die Fortschritte im Geschäftsjahr 2023/24 beim Erreichen der wichtigsten Ziele bezogen auf Umwelt, soziale Aspekte sowie Unternehmensführung (ESG – Environmental, Social, Governance) zeigt. Das Unternehmen ist weiterhin führend in Sachen Nachhaltigkeit und hat wichtige Meilenstei...
- Roland Pfaender
- MBA
- CFA
- CCRA
- Steven Gould
- Roland Pfaender
- MBA
- CFA
- CCRA
- Steven Gould
- Delphine Brault
- Quentin Borie
Dormakaba : Robust 2023-24 earnings, the guidance underpins the medium...
>FY 2023-24: Sales up +4.7%, adjusted EBITDA margin +120bp - This morning, the group reported FY 2023-24 results a shade above the consensus. Organic growth stood at 4.7%, slightly above the consensus (4%), of which 5.5% for H2 alone. As a reminder, the group was aiming for organic growth of 3-5%. The 5.5% includes a price effect of 2.8% and therefore a volume effect of 1.9% (of which 0.8% in H1 and 3.1% in H2). In terms of activity, the best performance came (su...
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