reports
- Thomas J. Schiessle
Entscheidung ist gefallen: Schulden reduzieren - Moulded Glas-Verkauf ...
Das durch Zukauf der Bormioli Pharma erweiterte Behälterglas-Geschäft (Moulded Glas) soll verkauft werden (proforma 24er Rev/EBITDA: ca. € 735 Mio./ ca. € 145 Mio.), was u.E. sehr sinnvoll ist. Den möglichen Verkaufserlös schätzen wir auf € 650 - 850 Mio. der zur Reduktion der hohen Schulden (€ 2,0 Mrd.) eingesetzt werden dürfte. Zukauf der Bormioli Pharma ergänzt das Kerngeschäft, aber bringt auch komplementäre Moulded Glas-Aktivitäten, das langsamer wachsen und konjunktursensibel sind, mit. ...
- Daniel Großjohann
Decision has been made: Reduce debt - Moulded glass sale planned
The container glass business (Moulded Glass) expanded through the acquisition of Bormioli Pharma is to be sold (pro forma 24er Rev/EBITDA: approx. € 735 million / approx. € 145 million), which we consider very sensible. We estimate the possible sale proceeds at € 650 - 850 million, which should be used to reduce the high debts (€ 2.0 billion). The acquisition of Bormioli Pharma complements the core business, but also brings in complementary Moulded Glass activities that grow more slowly and are ...
- Jerôme Bodin
CLN CLARIANT AG
BEKB BEKAERT SA
APAML APERAM SA
OUT1V OUTOKUMPU OYJ
MF WENDEL SE
INF INFOTEL SA
DEC JCDECAUX SA
FAGR FAGRON SA
NTG NETGEM SA
MRN MERSEN SA
MTU MANITOU BF SA
ELG ELMOS SEMICONDUCTOR SE
BB SOCIETE BIC SA
NEX NEXANS SA
ERA ERAMET SA
ELIS ELIS SA
AIXA AIXTRON SE
VIS VISCOFAN S.A.
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
SESL SES-IMAGOTAG SA
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
FDR FLUIDRA S.A.
MELE MELEXIS NV
CSM CORBION NV
SPIE SPIE SA
MEL MELIA HOTELS INTERNATIONAL S.A.
TKO TIKEHAU CAPITAL SCA
DUFN DUFRY AG
ALD ALD SA
MEDCL MEDINCELL SA
HAG HENSOLDT AG
COP COMPUGROUP MEDICAL SE & CO. KGAA
ZEL PHARMA MAR SA
TCH TECHNICOLOR SA
TE TECHNIP ENERGIES NV
ALHRS HYDROGEN REFUELING SOLUTIONS
HGEA HGEARS AG
AZE AZELIS GROUP NV
IVG IVECO GROUP
FLOW FLOW TRADERS LTD
AF AIR FRANCE - KLM
ORP ORPEA
PLNW PLANISWARE
EXENS EXOSENS
LOCAL SOLOCAL GROUP
HBX HBX GROUP INTERNATIONAL PLC
- Jerôme Bodin
CLN CLARIANT AG
BEKB BEKAERT SA
APAML APERAM SA
OUT1V OUTOKUMPU OYJ
MF WENDEL SE
INF INFOTEL SA
DEC JCDECAUX SA
FAGR FAGRON SA
NTG NETGEM SA
MRN MERSEN SA
MTU MANITOU BF SA
ELG ELMOS SEMICONDUCTOR SE
BB SOCIETE BIC SA
NEX NEXANS SA
ERA ERAMET SA
ELIS ELIS SA
AIXA AIXTRON SE
VIS VISCOFAN S.A.
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
SESL SES-IMAGOTAG SA
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
FDR FLUIDRA S.A.
MELE MELEXIS NV
CSM CORBION NV
SPIE SPIE SA
MEL MELIA HOTELS INTERNATIONAL S.A.
TKO TIKEHAU CAPITAL SCA
DUFN DUFRY AG
ALD ALD SA
MEDCL MEDINCELL SA
HAG HENSOLDT AG
COP COMPUGROUP MEDICAL SE & CO. KGAA
ZEL PHARMA MAR SA
TCH TECHNICOLOR SA
TE TECHNIP ENERGIES NV
ALHRS HYDROGEN REFUELING SOLUTIONS
HGEA HGEARS AG
AZE AZELIS GROUP NV
IVG IVECO GROUP
FLOW FLOW TRADERS LTD
AF AIR FRANCE - KLM
ORP ORPEA
PLNW PLANISWARE
EXENS EXOSENS
LOCAL SOLOCAL GROUP
HBX HBX GROUP INTERNATIONAL PLC
- Jean-François Granjon
- Jean-François Granjon
- Thomas J. Schiessle
H2/25 revenue impulse only at the end - 25 guidance to be adjusted- in...
Overall, the planned revenue and the operating result of the 4th guidance FY 25 are still about 15% behind the average analyst estimate. On July 10, 25, the revenue corridor was made broader and more conservative (organic revenue growth: 0-2% YoY; previously: organic revenue growth: 1-2% YoY). This resulted even in a slight decline in the 25 plan-adjusted EPS.
- Thomas J. Schiessle
H2/25 Umsatzimpuls erst zum Schluss – 25er Guidance wird – Topline - z...
In Summe steht der Plan-Umsatz und das operative Ergebnis der 4. Guidance FY 25 noch ca. 15 % hinter der mittleren Analystenschätzung zurück. Am 10.07.25 wurde der Umsatzkorridor breiter und konservativer gestaltet (org. Umsatzplus:0-2 % YoY; zuvor: org. Umsatzplus:1-2 % YoY). Mit der Folge eines leichten Rückgangs beim 25er Plan-adj. EPS.
- Jean Danjou
- Oliver Metzger
- Thomas Zlowodzki
- Charlotte Vaisse
- Jean Danjou
- Oliver Metzger
- Thomas Zlowodzki
- Oliver Metzger
Orège accélère sa transformation stratégique avec le lancement de la s...
Orège accélère sa transformation stratégique avec le lancement de la solution Orège Green Gas Orège accélère sa transformation stratégique avec le lancement de la solution Orège Green Gas Orège annonce le lancement commercial d’Orège Green Gas, une solution de prétraitement innovante qui maximise la production de biogaz dans les stations d’épuration municipales équipées de digesteurs - sans besoin d’investissement initial pour les collectivités. Dans le prolongement de l’évolution de sa stratégie vers les services, tout en maintenant son activité de vente d’équipements, Orège franc...
Director/PDMR Shareholding
Director/PDMR Shareholding NOTIFICATION AND PUBLIC DISCLOSURE OF TRANSACTIONS BY PERSONS DISCHARGING MANAGERIAL RESPONSIBILITIES AND PERSONS CLOSELY ASSOCIATED WITH THEM Renewi plc (the "Company") announces the following transactions of Persons Discharging Managerial Responsibility ("PDMR") in ordinary shares of £1 each in the share capital of the Company ("Shares"). Vesting of Awards under...
Director/PDMR Shareholding
Director/PDMR Shareholding NOTIFICATION AND PUBLIC DISCLOSURE OF TRANSACTIONS BY PERSONS DISCHARGING MANAGERIAL RESPONSIBILITIES AND PERSONS CLOSELY ASSOCIATED WITH THEM Renewi plc (the "Company") announces the following transactions of Persons Discharging Managerial Responsibility ("PDMR") in ordinary shares of £1 each in the share capital of the Company ("Shares"). Vesting of Awards under...
- Oliver Metzger
- Thomas Zlowodzki
- Oliver Metzger
- Thomas Zlowodzki
- Thomas J. Schiessle
Q2/25 unerwartet schwach – 25er Guidance wird zum 3.Mal abgesenkt - Üb...
Die 25er Guidance wurde kassiert, denn das Wachstum ab Q2 setze nicht ein. Nach vorgelegten KPIs war das Umsatzplus im Q2/25 originär nur leicht, was die adj. EBITDA-Marge auf 19% ausweitete (Details am 10.07.25). Das absehbare und erreichbare Wachstum im H2/25 macht eine Korrektur der 25er-Guidance nötig (org. Umsatzplus:1-2 % YoY, adj. EBITDA-Marge: ca. +20 %). Die Dividende soll auf € 0,04 (statt € 1,25) abgesenkt, das Investitionsprogramm eingekürzt werden. Gründe sind: Verschiebungen im Ges...
- Thomas J. Schiessle
Q2/25 unexpectedly weak - 25 guidance lowered for the 3rd time - takeo...
The 25 guidance was cancelled, as growth from Q2 did not materialise. According to KPIs presented, sales growth in Q2/25 was originally only slight, which widened the adj. EBITDA margin to 19% (details on 10.07.25). The foreseeable and achievable growth in H2/25 makes a correction of the 25 guidance necessary (org. sales growth: 1-2% YoY, adj. EBITDA margin: approx. +20%). The dividend is to be reduced to € 0.04 (instead of € 1.25) and the investment programme cut back. The reasons are: Shifts i...
Holding(s) in Company
Holding(s) in Company TR-1: Standard form for notification of major holdings 1. Issuer Details ISIN GB00BNR4T868 Issuer Name RENEWI PLC UK or Non-UK Issuer UK 2. Reason for Notification An acquisition or disposal of voting rights; An acquisition or disposal of financial instruments 3. Details of person subject to the notification obligation Name Bank of America Corporation City of registered office (if applicable) Country of registered office (if applicable) US 4. Details of the shareholder Name City of registered office Country of registered office Merrill Lynch InternationalLo...
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