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Research Department
  • Research Department

INFORME DIARIO 20 FEBRERO + RDOS. ESPAÑA Y EUROPA. IDEAS DESTACADAS Y ...

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ACS, SECTOR ELÉCTRICO Y ENERGIA. EUROPA: AIR LIQUIDE, DANONE 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. 4T’25 que se publicarán en España y Europa en los próximos días. Vuelven las tensiones geopolíticas Volvieron las caídas a Europa, con Irán en el foco y una posible intervención militar de EE.UU. en l...

 PRESS RELEASE

DANONE: 2025: Another year of strong delivery

DANONE: 2025: Another year of strong delivery 2025 Full-Year ResultsPress release – Paris, February 20, 2026 at 7:30am CET 2025: Another year of strong delivery FY 2025 sales of €27,283m up +4.5% on a like-for-like (LFL) basis, with volume/mix up +2.7%, and price up +1.8%Q4 sales up +4.7% LFL, driven again by strong volume/mix, up +2.5%, and price up +2.1% Sustained momentum in Europe, driven by continued progress in EDP and solid performance in Adult Medical Nutrition and WatersSoft Q4 performance in North America, despite sustained momentum in High Protein and a solid Specialized Nutrit...

 PRESS RELEASE

Danone réalise à nouveau une forte performance en 2025

Danone réalise à nouveau une forte performance en 2025 Résultats annuels 2025 Communiqué de presse – Paris, le 20 février 2026 à 7h30 Danone réalise à nouveau une forte performance en 2025 Chiffre d’affaires de 27 283 millions d’euros en 2025, en progression de +4,5% en données comparables, portée par un volume/mix de +2,7% et un effet prix de +1,8%Chiffre d’affaires en croissance de +4,7% en données comparables au T4, soutenu à nouveau par un fort effet volume/mix de +2,5% et un effet prix de +2,1% Poursuite d’une dynamique soutenue en Europe, portée par les progrès continus d’EDP ainsi...

Geoffroy Michalet
  • Geoffroy Michalet
 PRESS RELEASE

Full-year results 2025 and strategic update: Strong momentum, accelera...

Full-year results 2025 and strategic update: Strong momentum, accelerating strategic change [Ad hoc announcement pursuant to Art. 53 LR] This press release is also available in and Follow today's events live09:00 CET 11:00 CET Full details on our Reports published today Other language versions available in ............. Full-year results 2025 and strategic update: Strong momentum, accelerating strategic change Philipp Navratil, Nestlé CEO commented: “I am encouraged by our performance during 2025, which reflects the targeted actions we have taken in a difficult external environm...

 PRESS RELEASE

Nestlé proposes Ma. Fatima D. Francisco and Thomas Jordan for election...

Nestlé proposes Ma. Fatima D. Francisco and Thomas Jordan for election to its Board of Directors; updates its governance practices [Ad hoc announcement pursuant to Art. 53 LR] This press release is also available in and ............. Nestlé proposes Ma. Fatima D. Francisco and Thomas Jordan for election to its Board of Directors; updates its governance practices Nestlé announced today that it proposes Ma. Fatima D. (Fama) Francisco, Chief Executive Officer of Procter & Gamble’s (P&G) Global Baby, Feminine and Family Care sector, and Thomas Jordan, former Chairman of the Governin...

Geoffroy Michalet
  • Geoffroy Michalet
Geoffroy Michalet
  • Geoffroy Michalet
Carole Braudeau
  • Carole Braudeau

Credit Morning 02/18/2026

Tereos : -57% EBITDA over 9M 25/26. Guidance reaffirmed for a leverage peak at 6x as of March 31|Celanese – still challenging conditions but margins and FCF generation remain healthy|Emeis reported 2025 results ahead of expectations|

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