(Boursier.com) — Guerbet increases 1.4% to 16.4 euros the day after the confirmation of its objectives. The specialist in contrast products, which reported 9-month revenue up +2.7% organically, is targeting 2023 revenue growth of more than 5% (on a comparable basis and CER) and a restated EBITDA margin rate of around 11%, before a return in 2024 to a level higher than that experienced in 2021 (14.4%).
For Oddo BHF, the fourth quarter should mark the start of the improvement in the organic trend described by management, defining a low point at the moment. However, the improvement in margin and cash will undoubtedly be better in H2 2024. The timing remains a little tricky… The analyst thus remains ‘neutral’ with a target of 19 euros.
According to Portzamparc, despite this Q3 considered disappointing, the group confirms its objectives with an organic turnover greater than or equal to +5% this year, with an Ebitda margin around 11% in a persistent inflationary context… The analyst adjusts its ‘topline’ scenario with a Q4 which involves growth of 12.8% (207.7 ME). Enough to “keep” on the file while aiming for a price of 20 euros.
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