LISI : 'a good profile for 2024' according to Oddo BHF
The research firm notes from these discussions that Lisi should benefit fully from the sales price increases currently being negotiated, a trend which it believes 'should favorably impact the 2024 earnings growth dynamic'.
On the basis of a recovery in margins in 2024, Oddo BHF believes that Lisi's valuation is in line with its historical references, but at a discount to its comparables, while it assumes an EBIT TMVA of +13.6% over the 2022/25 period.
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