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+0.14%
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Mersen : Investors presentation - January 2023
January 04, 2023 at 11:28 am EST
Global Expert in
Electrical Power and
Advanced Materials
J A N U A R Y , 2 0 2 3
A GLOBAL PLAYER AT THE HEART OF TECHNOLOGIES WHO DRIVES THE INDUSTRY FORWARD AND SHAPES A MORE SUSTAINABLE SOCIETY
S A L E S
KEY FIGURES €923m
2021
E B I T D A
R & D C E N T E R S
16.1
18
% OF SALES
E M P L O Y E E SC O U N T R I E S
7,000 35
A GLOBAL FOOTPRINT TO MAXIMIZE CUSTOMER INTIMACY, LIMIT INTERCONTINENTAL TRANSFERS AND EXCHANGE RATE EXPOSURE
N. America
32.5%
14
sites
% of sales (2021)
Europe
21
34.5%
sites
Present in all large industrial
countries with dedicated plant
per business unit
Asia-Pacific
Multi-activities plants in other
countries (20% of total sales)
30%
13
sites
S. America
& Africa
5 3 %
sites
520p.
A DVANCED M ATERIALS : H IGH VALUE- ADDED CUSTOMIZED SOLUTIONS RELYING ON A UNIQUE MATERIALS EXPERTISE
# 1-2
ANTICORROSION # 1-2
GRAPHITE
#1
POWER
S P E C I A L I T I E S
W O R L D W I D E
T R A N S F E R
W O R L D W I D E
E Q U I P M E N T
W O R L D W I D E
T E C H N O L O G I E S
Brushes and brush holders
Pantograph strips
Engineering Heat exchangers
systems
Crucible in graphite
Electrode in graphite
for edm
Wafers carrier in graphite
for Semicon
Slip-rings
Carbon insulation
for high temperature
Laser galvo scanning
furnaces
mirrors in Sintered SiC
MAIN COMPETITORS
MAIN COMPETITORS
MAIN COMPETITORS
SGL Carbon (Ger), Tokai Carbon (Jp), Toyo Tanso (Jp),
Morgan Advanced Materials (UK), Schunk (Ger)
SGL Carbon (Ger)
Schunk (Ger)
W ITH 20% - 30% MARKET SHARE
E LECTRICAL P OWER : A UNIQUE PORTFOLIO SERVING TWO KEY
APPLICATIONS
ELECTRICAL
#2
FUSES
POWER
#
2
P R O T E C T I O N
IN INDUSTRIAL
W O R L D W I D E
C O N V E R S I O N
W O R L D W I D E
Coverage of all standards worldwide: UL, IEC, DIN, etc.
Fuses for
EV
Fuses for semiconductors
Busbars
Capacitors
Cooling devices
Fuses
Surge protection devices
MAIN COMPETITORS
MAIN COMPETITORS
Eaton(US), Littelfuse (US)
Eaton (US), Rogers (US), Methode (US), Lytron (US), Cornell Dubilier (US), Panasonic (Jp)
W ITH ~30% MARKET SHARE
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Mersen SA published this content on 04 January 2023 and is solely responsible for the information contained therein. Distributed by Public , unedited and unaltered, on 04 January 2023 16:27:06 UTC .
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CF
Transcript : Mersen S.A., Q1 2024 Sales/ Trading Statement Call, Apr 24, 2024
Apr. 24
Transcript : Mersen S.A., 2023 Earnings Call, Mar 13, 2024
Mar. 13
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Mar. 12
CF
Mersen: targets sales growth of around 5% in 2024
Mar. 12
CF
Mersen S.A. Reports Earnings Results for the Full Year Ended December 31, 2023
Mar. 12
CI
Mersen: Janus Henderson falls below 5% of share capital
Feb. 14
CF
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Feb. 08
CF
MERSEN : Berenberg initiates 'buy' coverage
Feb. 07
CF
Mersen: Janus Henderson Investors UK tops the 5% mark
Feb. 01
CF
Mersen: 13.2% increase in sales for 2023
Jan. 25
CF
Transcript : Mersen S.A., Q4 2023 Sales/ Trading Statement Call, Jan 25, 2024
Jan. 25
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Jan. 18
CF
Mersen: changes to the Board of Directors
Jan. 09
CF
Mersen: technological contribution to the Euclid mission
Dec. 05
CF
Mersen: Amiral Gestion exceeds 5% of share capital
Nov. 21
CF
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Nov. 17
CF
Mersen: confirms financial targets for 2023
23-10-25
CF
Transcript : Mersen S.A., Q3 2023 Sales/ Trading Statement Call, Oct 25, 2023
23-10-25
Mersen: Amiral Gestion falls below 5% of share capital
23-09-20
CF
Transcript : Mersen S.A., H1 2023 Earnings Call, Jul 28, 2023
23-07-28
Mersen S.A. Reports Earnings Results for the Half Year Ended June 30, 2023
23-07-27
CI
MERSEN : Oddo BHF confirms its recommendation on the stock
23-06-13
CF
Mersen: Amiral Gestion crosses the 5% capital threshold
23-05-15
CF
Transcript : Mersen S.A., Q1 2023 Sales/ Trading Statement Call, Apr 18, 2023
23-04-18
Duration Auto. 2 months 3 months 6 months 9 months 1 year 2 years 5 years 10 years Max.
Period Day Week
More charts
Global Expert in electrical specialties and graphite-based materials, Mersen designs innovative solutions to address its client's specific needs to enable them to optimize their manufacturing process in sectors such as energy, transportation, electronics, chemical, pharmaceutical and process industries. Net sales break down by family of products as follows:
- advanced materials (55.3%): graphite anticorrosion equipment (world No. 1), brushes and brushholders for industrial electric motors (world No. 1), and high-temperature applications of isostatic graphite (world No. 2);
- electrical power (44.7%): solutions for energy management (namely power electronics; world No. 1 supplier of passive components for power electronics), electric protection and monitoring (world No. 2 in industrial fuses manufacturing) and current collection for the rail market (world No. 1).
At the end of 2023, the group had 51 manufacturing sites worldwide.
Net sales are distributed geographically as follows: France (7.1%), Europe (25.7%), North America (38.2%), Asia/Pacific (25.7%) and other (3.3%).
More about the company
Last Close Price
34.75
EUR
Average target price
50.27
EUR
Spread / Average Target
+44.65%
Consensus
1st Jan change
Capi.
-1.28% 892M +12.70% 878B +0.03% 239B +26.35% 174B -7.96% 127B +31.51% 81.93B -5.26% 75.21B -16.38% 50.92B -24.36% 39.43B +19.16% 33.5B
Consumer Goods Conglomerates
+951% of historical performance
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