reports
- Christophe-Raphaël Ganet
- Emira Sagaama
- Jean-François Granjon
- Marc Lavaud
- Sarra Maatki
- Steven Boumans
- Emira Sagaama
- Jean-François Granjon
- Marc Lavaud
- Sarra Maatki
- Steven Boumans
- Emira Sagaama
- Jean-François Granjon
- Sarra Maatki
Seche Environnement : Growth, resilience, and accretive M&A deals
Despite a disappointing performance in 2025, our investment case remains intact, underpinned by margin improvement (in France and internationally), further global expansion (36% of revenue), and the integration of accretive acquisitions with a strong track record. This momentum is further bolstered by the group's capacity to deliver strong and resilient organic growth, consistently outpacing GDP. We indeed expect EBITDA to be up 21% in 2026 with a CAGR of 12.5% over 2025-28. Additionally, the up...
- Emira Sagaama
- Jean-François Granjon
- Sarra Maatki
Séché Environnement : Croissance, résilience, opérations M&A relutives
Les performances décevantes de 2025 ne remettent pas en cause notre thèse d’investissement reposant sur le redressement des marges (France et International), la poursuite de la montée en puissance à l’international (36% du CA) et l’intégration d’acquisitions relutives avec un bon track record. Parallèlement, le groupe affiche une dynamique organique solide et résiliente (surperformance du PIB). Nous tablons sur une hausse de 21% de l’EBITDA 2026 et un TMVA 2025/28 de 12.5%. Le prochain CMD devra...
- Markus Remis
- Tobias Fahrenholz
- Roy Külter
- Steven Boumans
- Thijs Berkelder
- Elias New
- Christophe-Raphaël Ganet
- Markus Remis
- Felix Fischer
SCHP SECHE ENVIRONNEMENT
PFD PREMIER FOODS PLC
AMS AMS AG
ETL EUTELSAT COMMUNICATIONS SA
VK VALLOUREC SA
TLW TULLOW OIL PLC
EO FAURECIA SA
105I SAPPI LIMITED
TEVA.N TEVA PHARMACEUTICAL INDUSTRIES LIMITED SPONSORED ADR
LBTYA LIBERTY GLOBAL PLC CLASS A
CSTM CONSTELLIUM SE CLASS A
CCK CROWN HOLDINGS INC.
RXL REXEL SA
DBG DERICHEBOURG SA
725180 STADA ARZNEIMITTEL AG
TNET TELENET GROUP HOLDING NV
TUI1 TUI AG
NEX NEXANS SA
VED VEDANTA RESOURCES PLC
VCP VICTORIA PLC
AF AIR FRANCE-KLM SA
BBD.B BOMBARDIER INC. CLASS B
SYNT SYNTHOMER PLC
INLOT INTRALOT S.A. - INTEGRATED LOTTERY SYSTEMS & SERVICES
INTRUM INTRUM AB
888 888 HOLDINGS PLC
IPF INTERNATIONAL PERSONAL FINANCE PLC
ENQ ENQUEST PLC
EDR EDREAMS ODIGEO SA
ONTEX ONTEX GROUP N.V.
TC1 TELE COLUMBUS AG
7201 NISSAN MOTOR CO. LTD.
9984 SOFTBANK GROUP CORP.
103M SASOL LIMITED
TIT TELECOM ITALIA S.P.A.
REC RECORDATI INDUSTRIA CHIMICA E FARMACEUTICA S.P.A.
TGS TGS-NOPEC GEOPHYSICAL COMPANY ASA
TALK TALKTALK TELECOM GROUP PLC
TATAMOTORS TATA MOTORS LIMITED
PL8 PLAYTECH PLC
ARW ARROW GLOBAL GROUP PLC
ODL ODFJELL DRILLING
NEMAKA NEMAK S.A.B. DE C.V.
CEXA CEMEX SAB DE CV (ADR)
PRAA PRA GROUP INC.
CERBA CERBA
ARD ARDAGH GROUP S.A. CLASS A
PFL PFLEIDERER GROUP SA
DIGI DIGI COMMUNICATIONS NV
TEREOS TEREOS
LOXAM LOXAM
GAME GAMENET GROUP SPA
IXI ISHARES GLOBAL CONSUMER STAPLES ETF
AML ASTON MARTIN LAGONDA GLOBAL HOLDINGS PLC
CIRSA CIRSA
LECTA LECTA
BORR SECURITAS DIRECT AB CL B
EOLO BORR DRILLING LTD
EIRCOM EOLO SPA
AZELIS EIRCOM
ELORY AZELIS
FIBCOP ELIOR GROUP
FIBERCOP
Robertet Group : Strong organic growth and improved profitability in 2...
Robertet Group : Strong organic growth and improved profitability in 2025 Strong organic growth and improved profitability in 2025 Strong organic revenue growth of 7.6% (like for like)Improved EBITDA margin, up 120 basis points at 20.6% of revenueProposed dividend of €12 for approval at the next Annual General MeetingA clear commitment to CSR with the adoption of a pathway validated by SBTi Consolidated financial statements(in thousands of euros)2025% of revenue2024% of revenueChange (2025 vs 2024)Revenue843,932-807,609-+4.5%EBITDA174,11720.6%157,06619.4%+10.9%Recurring operating income143...
Robertet Groupe : Forte croissance organique et amélioration de la ren...
Robertet Groupe : Forte croissance organique et amélioration de la rentabilité 2025 Forte croissance organique et amélioration de la rentabilité 2025 Forte croissance organique du chiffre d’affaires de +7,6% (à taux de change et périmètre constants)Amélioration de la marge d’EBITDA de 120 pdb à 20,6% du chiffre d’affairesProposition d’un dividende de 12€ à la prochaine Assemblée GénéraleAmbition RSE affirmée avec l’adoption d’une trajectoire accréditée SBTi Comptes consolidés(en milliers d’euros)2025% du chiffre d’affaires2024% du chiffre d’affairesVariation 2025vs 2024Chiffre d’affaires...
- Felix Fischer
SCHP SECHE ENVIRONNEMENT
PFD PREMIER FOODS PLC
AMS AMS AG
ETL EUTELSAT COMMUNICATIONS SA
VK VALLOUREC SA
TLW TULLOW OIL PLC
EO FAURECIA SA
105I SAPPI LIMITED
TEVA.N TEVA PHARMACEUTICAL INDUSTRIES LIMITED SPONSORED ADR
LBTYA LIBERTY GLOBAL PLC CLASS A
CSTM CONSTELLIUM SE CLASS A
CCK CROWN HOLDINGS INC.
RXL REXEL SA
DBG DERICHEBOURG SA
725180 STADA ARZNEIMITTEL AG
TNET TELENET GROUP HOLDING NV
TUI1 TUI AG
NEX NEXANS SA
VED VEDANTA RESOURCES PLC
VCP VICTORIA PLC
AF AIR FRANCE-KLM SA
BBD.B BOMBARDIER INC. CLASS B
SYNT SYNTHOMER PLC
INLOT INTRALOT S.A. - INTEGRATED LOTTERY SYSTEMS & SERVICES
INTRUM INTRUM AB
888 888 HOLDINGS PLC
IPF INTERNATIONAL PERSONAL FINANCE PLC
ENQ ENQUEST PLC
EDR EDREAMS ODIGEO SA
ONTEX ONTEX GROUP N.V.
TC1 TELE COLUMBUS AG
7201 NISSAN MOTOR CO. LTD.
9984 SOFTBANK GROUP CORP.
103M SASOL LIMITED
TIT TELECOM ITALIA S.P.A.
REC RECORDATI INDUSTRIA CHIMICA E FARMACEUTICA S.P.A.
TGS TGS-NOPEC GEOPHYSICAL COMPANY ASA
TALK TALKTALK TELECOM GROUP PLC
TATAMOTORS TATA MOTORS LIMITED
PL8 PLAYTECH PLC
ARW ARROW GLOBAL GROUP PLC
ODL ODFJELL DRILLING
NEMAKA NEMAK S.A.B. DE C.V.
CEXA CEMEX SAB DE CV (ADR)
PRAA PRA GROUP INC.
CERBA CERBA
ARD ARDAGH GROUP S.A. CLASS A
PFL PFLEIDERER GROUP SA
DIGI DIGI COMMUNICATIONS NV
TEREOS TEREOS
LOXAM LOXAM
GAME GAMENET GROUP SPA
IXI ISHARES GLOBAL CONSUMER STAPLES ETF
AML ASTON MARTIN LAGONDA GLOBAL HOLDINGS PLC
CIRSA CIRSA
LECTA LECTA
BORR SECURITAS DIRECT AB CL B
EOLO BORR DRILLING LTD
EIRCOM EOLO SPA
AZELIS EIRCOM
ELORY AZELIS
FIBCOP ELIOR GROUP
FIBERCOP
Weekly share repurchase program transaction details
Weekly share repurchase program transaction details Amsterdam, April 8, 2026 SBM Offshore reports the transaction details related to its EUR227 million (US$270 million1) share repurchase program for the period April 2, 2026 through April 8, 2026. The repurchases were made under the EUR227 million share repurchase program announced on February 26, 2026 and effective from February 27, 2026. The objective of the program is to reduce share capital and, in addition, to provide shares for regular management and employee share programs. Information regarding the progress of the share repurchase ...
Information relative au nombre de droits de vote et d'actions composan...
Information relative au nombre de droits de vote et d'actions composant le capital social au 31 mars 2026 Information relative au nombre de droits de vote et d'actions composant le capital social Article L.233-8 II du code de commerceArticle 222-12-5 du Règlement général de L’AMF Place de cotation : Euronext ParisCompartiment : ACode Isin: FR0000039091 dateNombre total d'actions et CIComposant le capital socialNombre de droits de votethéoriques31 MARS 20262 169 2973 026 880 Nombre d'actions privées dedroits de voteNombre de droits de voteeffectifs 73 0512 9...
- ING Helpdesk
Weekly share repurchase program transaction details
Weekly share repurchase program transaction details Amsterdam, April 1, 2026 SBM Offshore reports the transaction details related to its EUR227 million (US$270 million1) share repurchase program for the period March 26, 2026 through April 1, 2026. The repurchases were made under the EUR227 million share repurchase program announced on February 26, 2026 and effective from February 27, 2026. The objective of the program is to reduce share capital and, in addition, to provide shares for regular management and employee share programs. Information regarding the progress of the share repurchase...
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