Sign in

    Elodie Rall

    Research Analyst at JPMorgan Chase & Co.

    Elodie Rall is an Executive Director and Equity Research Analyst at J.P. Morgan, specializing in European Chemicals with detailed coverage of leading companies such as BASF, Solvay, Arkema, and Evonik. With a strong track record reflected in her consistently positive analyst rankings and recognized by platforms such as TipRanks, she has demonstrated expertise in delivering sound investment recommendations and sector insights to institutional clients. Rall began her career at Exane BNP Paribas, focusing on sector research, before joining J.P. Morgan in 2012 and ascending to a senior analyst position. She holds advanced financial credentials including CFA Level III candidacy and is registered with FINRA for securities licensing compliance.

    Elodie Rall's questions to Amrize (AMRZ) leadership

    Elodie Rall's questions to Amrize (AMRZ) leadership • Q2 2025

    Question

    Elodie Rall from JPMorgan Chase & Co. asked why the full-year guidance implies a potential slowdown in H2 EBIT growth after a strong H1, inquired about H2 volume trends in Europe, and requested an update on the Nigeria divestment.

    Answer

    CEO Miljan Gutovic explained that the guidance was kept consistent with what was issued in March, but he is positive about H2 and expects performance to be 'equally or even better than H1.' He stated the Nigeria divestment process is running, with an expected closing in H2 2025. For European volumes, he conservatively predicted a flattish H2 but noted potential upsides from recovery in some markets.

    Ask Fintool Equity Research AI

    Elodie Rall's questions to HOLN leadership

    Elodie Rall's questions to HOLN leadership • Q2 2025

    Question

    Elodie Rall from JPMorgan Chase & Co. asked why H2 guidance implies a slowdown, whether European volumes will turn positive, and for an update on the Nigeria divestment.

    Answer

    CEO Miljan Gutovic clarified they are positive on H2, expecting performance to be 'equally or even better than H1.' He projected a flattish H2 for European volumes with potential upside and confirmed the Nigeria divestment is progressing and expected to close in H2 2025.

    Ask Fintool Equity Research AI

    Elodie Rall's questions to HOLN leadership • H1 2025

    Question

    Elodie Rall from JPMorgan Chase & Co. asked if the full-year guidance implied a slowdown in H2 EBIT growth, inquired about H2 volume trends in Europe, and requested an update on the Nigeria divestment.

    Answer

    CEO Miljan Gutovic expressed a positive outlook for H2, expecting performance to be 'equally or even better than H1,' and maintained the guidance set in March. He stated the Nigeria divestment is progressing and expected to close in H2. For European volumes, he conservatively projected a flattish H2 with potential for some upside.

    Ask Fintool Equity Research AI

    Elodie Rall's questions to Ferrovial (FER) leadership

    Elodie Rall's questions to Ferrovial (FER) leadership • Q2 2025

    Question

    Elodie Rall from JPMorgan Chase & Co. asked about the lower Schedule 22 provision in Q2, the competitive landscape for U.S. Managed Lanes, and the likelihood of a Nasdaq 100 inclusion.

    Answer

    CEO Ignacio Madridejos stated the lower Q2 Schedule 22 provision was due to more data showing promotions were successfully attracting users during peak times. CFO Ernesto López Mozo added that while the company's liquidity meets a key Nasdaq 100 requirement, inclusion depends on relative performance against other index members.

    Ask Fintool Equity Research AI

    Elodie Rall's questions to Ferrovial (FER) leadership • Q1 2025

    Question

    Elodie Rall sought expectations for 407 ETR's full-year traffic relative to 2019 levels and questioned the strategy of not consolidating the asset despite increasing the stake. She also asked about liquidity progress for a potential NASDAQ listing and the nature of feedback from U.S. investors, such as requests for more guidance.

    Answer

    Executive Ernesto Lopez Mozo declined to provide specific traffic guidance for the 407 ETR. He characterized the stake increase as a financially attractive investment, independent of crossing the 50% consolidation threshold. He confirmed U.S. trading liquidity is above NASDAQ's minimum requirements and noted that the primary request from U.S. investors is for longer-term dividend guidance.

    Ask Fintool Equity Research AI

    Elodie Rall's questions to Ferrovial (FER) leadership • Q1 2024

    Question

    Elodie Rall asked for the main drivers behind the strong tariff growth in Texas managed lanes, which surpassed the soft cap, with a particular focus on the 19.6% increase at NTE 35West.

    Answer

    Corporate Finance Director Ignacio Del Pino explained that the NTE 35West's significant revenue per transaction growth was influenced by the inclusion of the new, longer Segment 3C, a ramp-up in rates post-reopening, and a higher proportion of heavy vehicles. For the other assets, he attributed the above-inflation growth to a combination of inflationary adjustments and toll rate optimizations permitted under the soft cap framework.

    Ask Fintool Equity Research AI

    Elodie Rall's questions to COMPAGNIE DE SAINT GOBAIN (CODYY) leadership

    Elodie Rall's questions to COMPAGNIE DE SAINT GOBAIN (CODYY) leadership • Q3 2021

    Question

    Elodie Rall from JPMorgan Chase & Co. asked what level of price increase would be required in H2 to achieve a flat price-cost spread for that specific period. She also questioned Q4 volume expectations in Southern Europe due to a high comparison base and requested the working day impact for Q3 and Q4.

    Answer

    CFO Sreedhar N. stated that a 9% price increase would be needed in H2 to fully offset the €1.1 billion inflation for the half. COO, CEO & Director Benoit Bazin noted that while there is a high comparison base and a -2% working day impact in Southern Europe for Q4, underlying volume trends remain solid. Sreedhar N. confirmed the group-level working day impact was -0.5% in Q3 and is expected to be around -1% in Q4.

    Ask Fintool Equity Research AI

    Elodie Rall's questions to COMPAGNIE DE SAINT GOBAIN (CODYY) leadership • Q1 2021

    Question

    Elodie Rall of JPMorgan Chase & Co. followed up on pricing, asking if the strong performance meant the price-cost spread could be expected to be positive for the full year 2021. She also requested a progress update on ongoing divestments, including Lapeyre and the Netherlands distribution business.

    Answer

    CFO N. Sreedhar stated that while the price-cost spread was positive in Q1, the company's goal for the full year is to compensate for the rising inflation, which has accelerated. Pierre-Andre de Chalendar provided updates on divestments, noting Lapeyre should be completed by summer, the Netherlands process is proceeding, and the Pipe business in China has been sold, with no short-term plans for the rest of the Pipe division.

    Ask Fintool Equity Research AI

    Elodie Rall's questions to COMPAGNIE DE SAINT GOBAIN (CODYY) leadership • Q3 2020

    Question

    Elodie Rall requested more granularity on the H2 operating profit guidance by division, its potential magnitude, and an update on the impact of renovation stimulus plans in France and the broader EU Green Deal.

    Answer

    CFO N. Sreedhar stated that while he couldn't quantify the H2 profit increase, he expected margin improvement in all segments except High Performance Solutions (HPS). CEO Pierre-André de Chalendar noted that customer backlogs in France are high and the stimulus will be a significant factor in 2021. He added that the EU Green Deal's impact will be significant but occur later, particularly for public building renovations.

    Ask Fintool Equity Research AI