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 PRESS RELEASE

Bonduelle - Combined General Meeting of December 4, 2025: Statement of...

Bonduelle - Combined General Meeting of December 4, 2025: Statement of availibilty of documents BONDUELLE  Head office: "La Woestyne" - 59173 Renescure - FranceBonduelle a French S.C.A (Partnership limited by Shares) with a capital of 57 102 699,50 eurosRegistered under number : 447 250 044 ( Dunkerque Commercial and Companies Register) Villeneuve d’Ascq, November 13, 2025 Press release COMBINED GENERAL MEETING OF DECEMBER 4, 2025 Statement of availability of documents Shareholders are invited to attend the Combined General Meeting to be held on December 4, 2025 at 5 p.m. at the Compa...

 PRESS RELEASE

Bonduelle - Assemblée générale mixte du 4 décembre 2025 : Modalités de...

Bonduelle - Assemblée générale mixte du 4 décembre 2025 : Modalités de mise à disposition des documents préparatoires BONDUELLE Siège social - "La Woestyne" - 59173 Renescure - FranceBonduelle SCA - Société en commandite par actions au capital de 57 102 699,50 eurosRCS DUNKERQUE 447 250 044 Villeneuve d’Ascq, le 13 novembre 2025 Communiqué ASSEMBLÉE GÉNÉRALE MIXTE DU 4 DÉCEMBRE 2025 MODALITÉS DE MISE À DISPOSITION DES DOCUMENTS PRÉPARATOIRES Les actionnaires de la Société sont invités à participer à l’Assemblée Générale Mixte qui se tiendra le 4 décembre 2025 à 17 heures, au siège ...

Wim Hoste
  • Wim Hoste

Titan Feedback CMD

Yesterday TITAN announced its 2029 financial ambitions which call for a € 1bn EBITDA by 2029, which was well above our and consensus forecasts of respectively € 723m and € 735m. The group explained in its CMD that, starting from a strong balance sheet, it can deploy up to €3bn in growth investments until 2029 and aims to spend about half of that amount on M&A and the remainder on organic growth projects. Growing US cement capacity, decarbonization initiatives (mainly in Europe), growing the alte...

Dave Nicoski ... (+2)
  • Dave Nicoski
  • Ross LaDuke

Vermilion Compass: Weekly Equity Strategy

Upside Ahead for Gold and Silver; DXY Below $100.25 We remain near-term bullish since our 4/22/25 Compass, and our intermediate-term outlook remains bullish as well (as of our 5/14/25 Compass). We will maintain our bullish intermediate-term outlook as long as market dynamics remain healthy and the S&P 500 (SPX) is above 6200. We have also discussed weekly since our 10/14/25 Compass how our near-term bullish outlook remains intact as long as the SPX holds above the 3-month uptrend, which coincid...

Wim Hoste
  • Wim Hoste

Titan Ambitious € 1bn EBITDA target for 2029 set at the occasion of th...

TITAN's 2029 financial ambitions call for an 11-13% EBITDA CAGR to reach € 1bn by 2029, which is well above our and consensus forecasts of respectively € 723m and € 735m. Whilst the ambitions are above our forecasts, the roadmap itself is no key surprise, with ao a focus on growing US cement capacity, decarbonization initiatives (mainly in Europe), growing the alternative cementitious platform and enlarging the product portfolio (eg in precast solutions). We await more clarity and explanation at...

Wim Hoste
  • Wim Hoste

Titan Exclusive negotiations to acquire Vracs de L'Estuaire

TITAN entered into exclusive negotiations to acquire Vracs de L'Estuaire, which operates a grinding plant in France and which we roughly value at around € 50m. We remind that TITAN reported strong 3Q results yesterday with 3Q EBITDA up 20%. We look forward to the upcoming CMD (11 November) where we hope to get more clarity on the group's medium term ambitions. We continue to remain optimistic on TITAN's prospects in most geographies, not at least in the US. We remind that only one third of Titan...

Fatma Agnès Hamdani
  • Fatma Agnès Hamdani
Fatma Agnès Hamdani
  • Fatma Agnès Hamdani
 PRESS RELEASE

BONDUELLE - Quarter 1 FY 2025-2026 Sales: The Bonduelle Group confirms...

BONDUELLE - Quarter 1 FY 2025-2026 Sales: The Bonduelle Group confirms its resilience in a demanding environment BONDUELLE  Head office: "La Woestyne" - 59173 Renescure - FranceBonduelle a French S.C.A (Partnership limited by Shares) with a capital of 57 102 699,50 eurosRegistered under number: 447 250 044 (Dunkerque Commercial and Companies Register) Quarter 1 FY 2025-2026 Sales (July 1 - September 30, 2025) The Bonduelle Group confirms its resilience in a demanding environment The Bonduelle Group sales for Quarter 1 of FY 2025-2026 (July 1 - September 30, 2025) amounted to 519.8 milli...

 PRESS RELEASE

BONDUELLE - Chiffre d’affaires du 1er trimestre 2025-2026 : Le Groupe ...

BONDUELLE - Chiffre d’affaires du 1er trimestre 2025-2026 : Le Groupe Bonduelle confirme sa résilience dans un contexte exigeant BONDUELLE  Siège social - "La Woestyne" - 59173 Renescure - FranceBonduelle SCA - Société en commandite par actions au capital de 57 102 699,50 eurosRCS DUNKERQUE 447 250 044 Chiffre d’affaires du 1er trimestre 2025-2026 (1er juillet - 30 septembre 2025) Le Groupe Bonduelle confirme sa résilience dans un contexte exigeant Le chiffre d’affaires du 1er trimestre de l’exercice 2025-2026 du Groupe Bonduelle (du 1er juillet au 30 septembre 2025) s’établit à 519,8 m...

Wim Hoste
  • Wim Hoste

Titan Better than expected 3Q results and positive outlook. All eyes o...

TITAN's 3Q EBITDA jumped by 20% and came in 4% above our forecast and 8% above consensus. Importantly, the outlook for the remainder of the year is said to be positive. We look forward to the upcoming CMD (11 November) where we hope to get more clarity on the group's medium term ambitions. We continue to remain optimistic on TITAN's prospects in most geographies, not at least in the US. We remind that only one third of Titan America's sales is imported in the US. Additionally, the US remains a n...

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