Mersen SA (STU:CBE)

€ 38.5 0 (0%) Market Cap: 934.99 Mil Enterprise Value: 1.19 Bil PE Ratio: 11.30 PB Ratio: 1.19 GF Score: 91/100

Q1 2022 Mersen SA Corporate Sales Call Transcript

Apr 27, 2022 / 04:00PM GMT

Release Date Price: €30.34 (-0.48%)

Transcript

Operator

Apologies for the English translation, which apparently got disconnected.

Questions & Answers

Operator

(Operator Instructions) First question from Stephen Benhamou of BNP Paribas.

Stephen Benhamou

BNP Paribas Exane, Research Division - Analyst

I have 2 questions, please. First of all, those are good results, but it seems that your guidance seems rather prudent. That's my first question.

Now with electrical distribution trending upwards strongly, can you tell us what you expect to see in terms of margins?

Thomas Baumgartner

Mersen SA - CFO and Group VP of Finance & Administration

Well, I don't know if we're being so prudent. In fact, if you look at sales, in fact a year ago, the first quarter had been relatively low. It's true. And so it's true that it's difficult to predict across the year. But as Luc has said, well, the situation in Ukraine could perhaps have an impact on process industries. So perhaps that explains our prudence.

Now electrical

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