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Thomas J. Schiessle
  • Thomas J. Schiessle

Q3/FY 25 solide – Guidance FY 25 angehoben – Nachfrage nach Verbrauchs...

Die Erholung setzte sich auch im Q3/25 fort, Q3/25-Konzernumsatz stieg (in CC) mit 10,6 % YoY auf € 843 Mio. Das Q3/25-adj.EPS wuchs auf € 1,08 (+25,3 % YoY); das adj. EBITDA (wg. Volumen+ Mix) auf € 246,9 Mio. (+14,8 %; Marge 29,3 %; Vj.: 27,1 %). Die rollierende Book-to-Bill-Ratio (temporärer, ergänzender KPI) – habe sich wie die 8 Quartale zuvor verbessert – und liege für 9M/25 „über 100 %“. Die (Umsatz-) Guidance FY25 wird um ca. 100 BP angehoben; das Margenziel konkretisiert („etwas übe...

Thomas J. Schiessle
  • Thomas J. Schiessle

Solid Q3/FY 25 – FY 25 guidance raised – Demand for consumer goods enc...

The recovery continued in Q3/25, with Q3/25 consolidated sales rising (in CC) by 10.6 % YoY to €843 million. Q3/25 adj. EPS grew to €1.08 (+25.3 % YoY); adj. EBITDA (due to volume+ mix) to €246.9 million (+14.8%; margin 29.3%; previous year: 27.1%). The rolling book-to-bill ratio (temporary, supplementary KPI) improved, as it had in the previous eight quarters, and stood at ‘over 100%’ for 9M/25. The (revenue) guidance for FY25 is raised by approximately 100 BP; the margin target is specified (‘...

Carole Braudeau
  • Carole Braudeau

Credit Morning 10/16/2025

Altice France rejects the joint bid of Bouygues/Iliad/Orange that maintain their offer|

Carole Braudeau
  • Carole Braudeau

Morning Crédit 16/10/2025

Altice France rejette l’offre du consortium Bouygues/Iliad/Orange, qui la maintient en l’état|

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