reports
- Aurore Aventin (IDMidCaps)
Delta Plus Group - Record results and good cash generation in 2023, bu...
2023 results up, in line with our expectations and even slightly ahead of management's expectationsThe Group forecasts continued organic growth and maintained margins in 2024, but the start of the year is proving more difficult with a demanding base effectWe maintain our forecast scenario for 2024 and our target price of €76/share.The sharp rise in the share price in recent months has resulted in high multiples, prompting us to adopt a Reduce opinion on the stock (vs. Add previously), espec...
- Arnaud Riverain
- Arnaud Riverain
- Aurore Aventin (IDMidCaps)
Delta Plus Group - Towards organic growth in 2024 in line with 2023, e...
Q4 in line with our organic guidance, driven by good performance outside EuropeFull-year guidance confirmed, with Q1 expected to be in line with Q4 in organic terms, excluding ArgentinaADD opinion maintained, with an unchanged target price of €76/share.
- Arnaud Riverain
DELTA PLUS (ALDLT) - Impact peso argentin / Achat - Obj. 96,9 € - Pot....
Contribution attendue 15 M€ (3,5% du CA) vs 23 M€ (5,5% du CA) du fait de la dévaluation du peso de 50% le 13 décembre ; CA 2023 groupe attendu stable ; Confirmation de l’amélioration de la rentabilité opérationnelle et du bilan.
- Arnaud Riverain
DELTA PLUS (ALDLT) - CA T3 / L'Argentine perturbe la lecture - Achat -...
CA T3 -3,1% à 99,3 M€ (+9,2% à périmètre & taux de change constants) ; Europe -3,7% à 46,2 M€, -4% pc&tcc / Hors Europe -2,6% à 53,1 M€, +20,8% pc&tcc ; Confirmation de la progression du CA annuel en organique ; Retour sur les niveaux de rentabilité pré-covid.
- Aurore Aventin (IDMidCaps)
Delta Plus Group - A solid Q3 in organic terms and a Q4 that looks set...
Sustained activity in Q3, particularly outside Europe, as has been the case since the beginning of the yearFull-year guidance confirmed and Q4 organic sales well on track, despite uncertainties over currency impactADD opinion and target price maintained at €76/share.
- Arnaud Riverain
- Arnaud Riverain
- Aurore Aventin (IDMidCaps)
Delta Plus Group - Ahead of annual guidance thanks to solid Q2 perform...
Continued good organic momentum, thanks to the purging of orders in ArgentinaBut lower sales volumes in some regions, penalized by slowdown in construction demand2023 guidance confirmed, with growth continuing and margins returning to normal levelsWe maintain our faire value at €76/share and our Add opinion.
- Arnaud Despre
- Clément Bassat
- Gaetan Calabro
- Jeremy Sallee
- Maxence Dhoury
- Mohamed Kaabouni
- Nicolas Delmas
- Nicolas Montel
- Nicolas Royot
La Matinale - 11-05-2023
LA VALEUR DU JOUR : BENETEAU : Maintient le rythme au T1 / Contact – Acheter (1), obj. 23.0€ Cours: 15.2€ au 10/05/23 2CRSI : Contrat R&D avec Thales Alenia Space – Acheter (1), obj. 3.60€ .......................Cours: 1.50€ au 10/05/23 BASTIDE : CA T3 en ligne, guidance confirmée / Confcall – Acheter (1), obj. 40.0€ ..................Cours: 28.1€ au 10/05/23 CLARANOVA : Croissance toujours erratique chez PlanetArt / Contact – Acheter (1), obj. 5.18€ ..........Cours: 2.39€ au 10/05/23 DELTA PLU...
- Arnaud Riverain
- Arnaud Riverain
DELTA PLUS - Résultats 2022 en ligne avec nos attentes - Achat - Obj. ...
Résultats en ligne – Objectif 2023 : retour progressif sur les niveaux de rentabilité pré-covid CA 420,2 M€ +22,1% (+2,9% pc & tcc) ; Marge opérationnelle courante 12,5% vs 14% en 2021 Marge nette 8,3% vs 9,5% Gearing 90,5% vs 66,5% attendue (77,9% hors dettes locatives) Dividende stable à 1,10 €
- Augustin Socié
- Jeremy Sallee
- Nicolas Delmas
- Nicolas Montel
- Arnaud Riverain
- Arnaud Despre
- Gaetan Calabro
- Jeremy Sallee
- Maxence Dhoury
- Nicolas Delmas
- Nicolas Royot
- Jeremy Sallee
- Nicolas Delmas
- Nicolas Royot
La Matinale - 2022-11-08
LA VALEUR DU JOUR : LACROIX : Excellent T3 et relèvement de la guidance de CA / Contact – Acheter (1), obj. 47.6€ Cours: 24.0€ au 07/11/22 AUREA : Ralentissement (attendu) au T3 – Conserver (3), obj. 7.40€ Cours: 7.22€ au 07/11/22 DELTA PLUS GROUP : Dynamique de croissance bien orientée – Acheter (1), obj. 81.0€ Cours: 63.2€ au 07/11/22 POUJOULAT : Toujours solide / Contact – Renforcer (2), obj. 26.2€ Cours: 24.0€ au 07/11/22 ET AUSSI : ALTAREA, UBISOFT, MEDINCELL…
- Arnaud Riverain
- Arnaud Despre
- Augustin Socié
- Gaetan Calabro
- Jeremy Sallee
- Maxence Dhoury
- Nicolas Delmas
- Nicolas Montel
- Nicolas Royot
CRI CHARGEURS SA
PHA PHARMAGEST INTERACTIVE SA
BEN BENETEAU SA
BV51 CLARANOVA SE
RIN VILMORIN & CIE SA
NRG NRJ GROUP SA
METEX METABOLIC EXPLORER SA
LNA LNA SANTE SA
LACR LACROIX GROUP SA
JCQ JACQUET METALS SA
AURE AUREA SA
BON BONDUELLE SCA
SII SOCIETE POUR L'INFORMATIQUE INDUSTRIELLE
ATEME ATEME SA
RUI RUBIS SCA
DLTA DELTA PLUS GROUP SA
AKW AKWEL
- Arnaud Riverain
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