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Elior collapses against a backdrop of outlook deemed cautious

(AOF) – Strongest decline in the SBF 120 index, Elior collapsed by 19.68% to 3.304 euros, the “solid annual publication”, according to TP Icap Midcap, accompanied by disappointing prospects. For the 2023-2024 financial year ending September 30, the group exceeded expectations and continued its reduction in debt. Its net loss stood at 41 million compared to a loss of 93 million during the previous financial year and 440 million for the 2021-2022 growth period. Ebitda, which reached 333 million euros, increased by 127 million euros over one year and 225 million over two years.

Adjusted Ebita margin improved by 170 basis points to 2.8%

Regarding turnover, the latter shows growth of 5.1% to 6 billion euros, of which 72% is provided by collective catering (4.3 billion euros) and the rest by multiservices (1, 65 billion euros).

“We are in the process of successfully transforming the group: Elior is stronger, more agile, and is continuing to reduce its debt,” says Daniel Derichebourg, Chairman and CEO of Elior group, Sodexo’s main French competitor in collective catering.

A sign of improvement, debt stood at 1.2 billion euros, down 8% over one year.

Cautious outlook and international expansion goals

The outlook remains cautious, as noted by TP Icap Midcap, still Buying the stock. “The guidance for 2025 is, however, quite clearly below our expectations, with the group targeting organic growth of 3-5% versus 6% expected and an Ebitda margin above 3% versus 4% expected,” specifies the office. of studies.

“Although we completely understand the prudence of management and the desire to over-deliver as in 2024, taking the mid-range of the guidance would imply reducing our expectations for 2024 earnings per share by 25%,” specifies TP Icap Midcap.

Furthermore, to accelerate the group’s development, Elior is now banking on international expansion in the coming years. “We are thinking about development in the United States and Asia. We are not stopping ourselves from acquisitions.”

Emerging heavily in debt from the health crisis, Elior was taken over in April 2023 by the recycling specialist Derichebourg, which brought it its subsidiary specializing in services, Derichebourg Multiservices (DMS).

Elior has finally confirmed its objective of recurring annual synergies linked to the merger with Derichebourg Multiservices (DMS) at 56 million euros by 2026.

Since January 1, 2024, the stock has increased by more than 12%.

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