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ING Helpdesk
  • ING Helpdesk

Benelux Morning Notes

Aalberts: 3Q in line, FY margin now low end of guidance. Acomo: Going from strength to strength. Ahold Delhaize: New $860m distribution centre for Food Lion. Azelis: Weak 3Q25 as broadly expected, CFO to step down. Barco: Press release ahead of CMD. BE Semiconductor Industries: 3Q25 Results – Delivered on order intake. Econocom: 3Q25 organic growth down to c.3.4%, full year growth guidance confirmed. Heineken: EverGreen 2030. Kinepolis: Weak 3Q25 as expected, with Netherlands at ...

Guy Sips ... (+8)
  • Guy Sips
  • Hilde Van Boxstael
  • Jacob Mekhael
  • Kristof Samoy
  • Michiel Declercq
  • Thibault Leneeuw
  • Wim Hoste
  • Wim Lewi

Morning Notes : AALB NA, AD NA, BAR BB, BESI NA, HEIA NA, KIN BB, AZE ...

: AALB NA, AD NA, BAR BB, BESI NA, HEIA NA, KIN BB, AZE BB, SHUR BB, ONWD BB

Guy Sips
  • Guy Sips

Barco CMD titled “Eye on Tomorrow”

During today's CMD titled “Eye on Tomorrow” Barco will share its financial outlook, reconfirming its guidance for FY25, expecting a topline and EBITDA margin for FY25, above the level of FY24. Looking ahead to FY28, Barco targets to grow towards €1.1bn in sales (KBCSe € 1.11bn), 15% recurring revenues, and a 15% EBITDA margin (KBCSe 14.4%), supported by new product introductions, software-driven growth, and operational efficiency. Recall we are at respectively 14.0%, 15.8%, 14.0% FY28E EBITDA-ma...

 PRESS RELEASE

Eramet: Purchase of own shares

Eramet: Purchase of own shares Paris, 20 October 2025, 6:00 p.m. PRESS RELEASE Eramet: Purchase of own shares Eramet announces the purchase of 16,400 of its own shares related to the allocation of bonus shares under the provisions of Articles L. 225-197-1 et seq. and L. 22-10-59 and L. 22-10-60 of the French Commercial Code (to cover the free allocation of shares to employees and corporate officer). Aggregated presentation per day and per market Name of issuer Identification code of issuer (Legal Entity Identifier) Day of transaction Identification code of financial instrument Aggr...

 PRESS RELEASE

Eramet : Rachat d'actions propres

Eramet : Rachat d'actions propres Paris, le 20 octobre 2025, 18h00 COMMUNIQUE DE PRESSE Eramet : Rachat d’actions propres Eramet annonce le rachat de 16 400 titres ayant pour objectif l'attribution gratuite d'actions dans le cadre des dispositions des articles L. 225-197-1 et suivants et L. 22-10-59 et L. 22-10-60 du code de commerce (couverture d’attribution gratuite d’actions aux salariés et au mandataire social). Présentation agrégée par jour et par marché Nom del'émetteur Code Identifiant de l'émetteur Jour de la transaction Code identifiantde l’instrumentfinancier Volume tot...

Christophe-Raphaël Ganet
  • Christophe-Raphaël Ganet
Christophe-Raphaël Ganet
  • Christophe-Raphaël Ganet
Christophe-Raphaël Ganet
  • Christophe-Raphaël Ganet
Christophe-Raphaël Ganet
  • Christophe-Raphaël Ganet
 PRESS RELEASE

VIRBAC Announces Third Quarter 2025 Sales

VIRBAC Announces Third Quarter 2025 Sales Sustained revenue growth at the end of September of +7.8% at constant exchange rates and scopeUpgrade of the full-year revenue guidance Revenue growth now expected to be between 5.5% and 7.5% at constant rates and scopeAdjusted recurring operating income¹ expected around 16% Press release on October 16, 2025, after market close at 5:45 p.m. CEST KEY FIGURES Revenue in first half of 2025   €1102.4M Growth at constant exchange rates and scope2   +7.8 including companion animals +11.3% farm animals            +6.1% Growth at constant ...

 PRESS RELEASE

VIRBAC annonce son chiffre d'affaires pour le troisième trimestre 2025

VIRBAC annonce son chiffre d'affaires pour le troisième trimestre 2025 Croissance soutenue du chiffre d’affaires à fin septembre de +7,8% à taux de change et périmètre constantsRelèvement des objectifs financiers annuels de chiffre d’affaires Croissance du chiffre d'affaires attendue maintenant entre 5,5% et 7,5% à taux et périmètre constants Résultat opérationnel courant ajusté1 attendu autour de 16% Communiqué diffusé le 16 octobre 2025 après bourse à 17h45 CEST CHIFFRES CLÉSChiffre d’affaires à fin septembre 20251102,4 M€Croissance à taux de change et périmètre constants2+7,8% dont an...

Stefano Toffano
  • Stefano Toffano
ING Helpdesk
  • ING Helpdesk

Benelux Morning Notes

ABN AMRO: Pre-close 3Q: HAL inclusion. Ahold Delhaize: Peer Albertsons 2Q25/26 results. AMG: Lithium supply deal with Beijing Easpring. ASML: 3Q25 results supportive. Barco: 3Q25 trading update inline, surprise buyback. Belgian telcos: Start of the market test for cooperation agreement in Flanders. CM.com: Preview 3Q25 trading update. NSI: Vacancy increase as expected, marginal guidance update. Staffing sector: PageGroup 3Q25 trading update. Zabka: 3Q25 Preview - Like-for-Like(...

Guy Sips ... (+6)
  • Guy Sips
  • Jacob Mekhael
  • Mathijs Geerts Danau
  • Michiel Declercq
  • Thibault Leneeuw
  • Wim Hoste

Morning Notes : ABI BB, ASML NA, BAR BB, OPTI BB, HEIA NA, IVA FP, PRO...

: ABI BB, ASML NA, BAR BB, OPTI BB, HEIA NA, IVA FP, PROX BB, SEQUA BB, MRUS US

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