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Carole Braudeau
  • Carole Braudeau

Credit Morning 11/01/2024

European banks: results predominantly better than expected>...

Carole Braudeau
  • Carole Braudeau

Morning Crédit 01/11/2024

Banques européennes : des résultats majoritairement supérieurs aux attentes.>...

Ignacio Romero
  • Ignacio Romero

FLUIDRA: 9M’24 RESULTS AND T.P. UPGRADE (ANÁLISIS BANCO SABADELL)

3Q'24 vs. 3Q'23 Results Sales: € 466.0 M (+6.6% vs. +7.9% BS(e) and +4.8% consensus); EBITDA: € 90.21 M (+15.7% vs. +14.4% BS(e) and +11.8% consensus); Net Profit: € 82.0 M (+182.8%). 9M'24 vs. 9M'23 Results Sales: € 1.637 Bn (+0.9% vs. +1.2% BS(e) and +0.4% consensus); EBITDA: € 386.0 M (+5.5% vs. +5.2% BS(e) and +4.6% consensus); Net Profit: € 194.0 M (+7.8%).

Rafael Bonardell
  • Rafael Bonardell

EBRO FOODS: 3Q’24 RESULTS AND T.P. UPGRADE (ANÁLISIS BANCO SABADELL)

3Q'24 vs. 3Q'23 Results Sales: € 766.68 M (+2.4% vs. +3.1% BS(e) and +2.4% consensus); EBITDA: € 97.49 M (+8.8% vs. +2.6% BS(e) and +3.2% consensus); 9M'24 vs. 9M'23 Results Sales: € 2.347 Bn (+1.7% vs. +2.0% BS(e) and +1.7% consensus); EBITDA: € 308.02 M (+8.3% vs. +6.4% BS(e) and +6.6% consensus);

Luis de Toledo Heras
  • Luis de Toledo Heras

Fluidra : In line 9M 2024 results reflect long path to growth recovery

>Results broadly in line with estimates (higher sales, lower margins) - Results broadly in line with our estimates and consensus estimates (-1.3% and +0.8% respectively at adjusted EBITDA in 9M 2024), with sales growth across all regions and Europe returning to growth since Q1 2022. EBITDA margin stands at 23.6% (+100bp above 9M 2023 figures but still somewhat below our estimates). Q3 2024 EBITDA margin stood at 19.3% down from 25.3% in H1 2024 (but up from 17.8% in Q...

Javier Esteban
  • Javier Esteban

CAIXABANK: 3Q’24 RESULTS (ANÁLISIS BANCO SABADELL)

3Q'24 vs. 3Q'23 Results NII: € 2.79 Bn (+2% vs. -1.2% BS(e) and +0.6% consensus); Total Revenues: € 4.09 Bn (+1.9% vs. -0.3% BS(e) and +0.9% consensus); Operating Income: € 2.56 Bn (+0.6% vs. -2.3% BS(e) and -0.9% consensus); Net Profit pre AT1: € 1.57 Bn (+3.3% vs. +1% BS(e) and 0.7% consensus). 3Q'24 vs. 2Q'24 Results NII: € 2.79 Bn (+0.1% vs. -3% BS(e) and -1.3% consensus); Total Revenues: € 4.09 Bn (-2.7% vs. -4.8% BS(e) and -3.6% consensus); Operating Income: € 2.56 Bn (-4.8% vs. -7.5% BS(...

Ignacio Romero
  • Ignacio Romero

FLUIDRA: RDOS. 9MESES’24 Y CAMBIO DE P.O. AL ALZA (ANÁLISIS BANCO SABA...

Rdos. 3T'24 vs 3T'23: Ventas: 466,0 M euros (+6,6% vs +7,9% BS(e) y +4,8% consenso); EBITDA: 90,21 M euros (+15,7% vs +14,4% BS(e) y +11,8% consenso); BDI: 82,0 M euros (+182,8% vs n/a BS(e) y n/a consenso). Rdos. 9meses'24 vs 9meses'23: Ventas: 1.637 M euros (+0,9% vs +1,2% BS(e) y +0,4% consenso); EBITDA: 386,0 M euros (+5,5% vs +5,2% BS(e) y +4,6% consenso); BDI: 194,0 M euros (+7,8% vs n/a BS(e) y n/a consenso).

 PRESS RELEASE

Fluidra Achieves Sales of €1,637 Million and Expands EBITDA Margin in ...

BARCELONA, Spain--(BUSINESS WIRE)-- Fluidra, the global leader in equipment and connected solutions in the pool and wellness sector, achieved sales of €1,637 million in the first nine months of 2024, up 1%. With this performance, the Group returns to growth, on the back of strong Q3 sales driven by higher volumes. EBITDA of €386 million, with 23.6% margin, was up 5.6% despite inflation in operating expenses. This was due to strong gross margin expansion, driven by the Simplification Program, together with positive geographic mix effects and lower raw material costs. Cash Net Profit reached 1...

Rafael Bonardell
  • Rafael Bonardell

EBRO FOODS: RDOS. 3T’24 Y CAMBIO DE P.O. AL ALZA (ANÁLISIS BANCO SABAD...

Rdos. 3T'24 vs 3T'23: Ventas: 766,68 M euros (+2,4% vs +3,1% BS(e) y +2,4% consenso); EBITDA: 97,49 M euros (+8,8% vs +2,6% BS(e) y +3,2% consenso); Rdos. 9meses'24 vs 9meses'23: Ventas: 2.347 M euros (+1,7% vs +2,0% BS(e) y +1,7% consenso); EBITDA: 308,02 M euros (+8,3% vs +6,4% BS(e) y +6,6% consenso);

Javier Esteban
  • Javier Esteban

CAIXABANK: RDOS. 3T’24 (ANÁLISIS BANCO SABADELL)

Rdos. 3T'24 vs 3T'23: M. Intereses: 2.794 M euros (+2% vs -1,2% BS(e) y +0,6% consenso); M. Bruto: 4.092 M euros (+1,9% vs -0,3% BS(e) y +0,9% consenso); M. Neto: 2.557 M euros (+0,6% vs -2,3% BS(e) y -0,9% consenso); BDI pre AT1: 1.573 M euros (+3,3% vs +1% BS(e) y 0,7% consenso). Rdos. 3T'24 vs 2T'24: M. Intereses: 2.794 M euros (+0,1% vs -3% BS(e) y -1,3% consenso); M. Bruto: 4.092 M euros (-2,7% vs -4,8% BS(e) y -3,6% consenso); M. Neto: 2.557 M euros (-4,8% vs -7,5% BS(e) y -6,2% consenso);...

Research Department
  • Research Department

IBERIAN DAILY 31 OCTOBER + 3Q’24 RESULTS. PREVIEWS (ANÁLISIS BANCO SAB...

NEWS SUMMARY: BANKING/ENERGY SECTOR, CAIXABANK, EBRO FOODS, FCC, FLUIDRA, NATURGY. At the end of today’s report, and during the entire results season, we will include a presentation with positive and negative results highlights and previews for the 3Q’24 results to be released over the coming days in Spain. Inflation rises in October European stock markets fell, with October’s inflation data in Europe higher than expected. In the STOXX 600, all the sectors ended with drops, with Travel & Leisu...

Juan Ros-Padilla
  • Juan Ros-Padilla

Ebro Foods : Q3 EBITDA beats. NP significantly above on asset disposal

>Q3 EBITDA margin expands 0.7pp vs a flat street expectation - Overall, Ebro’s Q3 is again a solid quarter in operational terms (beating both ours and the consensus numbers) as it has been able to consolidate previous RSP increases and keep (or even increase) its market share in a trade-down scenario. As a result, Rice shows a 0.8pp y-o-y margin expansion to 12.8%, which is 1.0pp above the last two years’ Q3 average while Pasta is also expanding its margin with a +0...

Research Department
  • Research Department
DHL DHL GROUP
AXA AXA ... (+11)

INFORME DIARIO 31 0CTUBRE + RDOS. ESPAÑA Y EUROPA 3T’24. PREVIEWS (ANÁ...

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: CAIXABANK, EBRO FOODS, FCC, FLUIDRA, NATURGY, SECTOR BANCOS, SECTOR ENERGÉTICO. EUROPA: AB INBEV, AXA, AIRBUS, DHL GROUP, ING, SIEMENS. Incluido en el informe diario de hoy, y durante toda la campaña de resultados, incorporamos al final una presentación con los resultados destacados en positivo y negativo y previews de Rdos. 3T’24 que se publicarán en España y Europa en los próximos días. La inflación repunta en octubre Caídas en los mercados euro...

Virginia Romero
  • Virginia Romero
Ana Arjona-Martinez
  • Ana Arjona-Martinez

FCC : Reassuring results with the most relevant division above our est...

>EBITDA 6% above thanks to Environmental Services and Water - FCC’s Q3 results were above our estimates at operating level, with total revenues of € 2,313m (€ 25m or 1% above) and EBITDA of € 377m (€ 22m or 6% above our estimates). The beat was the result of a very good operating performance at the Water and Environmental, thanks to the incorporation of new contracts and a solid margin at both divisions. The negative note form the results came from the decline in con...

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