Sign in

    Eric A. Lemarié

    Research Analyst at Bryan, Garnier & Co

    Eric A. Lemarié's questions to COMPAGNIE DE SAINT GOBAIN (CODYY) leadership

    Eric A. Lemarié's questions to COMPAGNIE DE SAINT GOBAIN (CODYY) leadership • Q1 2021

    Question

    Eric A. Lemarié of Bryan, Garnier & Co inquired about the risk of a slowdown in renovation spending once the pandemic subsides, asked for an update on the Grenfell Tower inquiry, and questioned what new niche technologies the company might be interested in acquiring.

    Answer

    Pierre-Andre de Chalendar expressed confidence that the renovation trend will continue, driven by homeworking, strong customer order backlogs, and emerging green deal stimulus. Regarding Grenfell, both he and CFO N. Sreedhar stated there was 'no news to report.' On technology acquisitions, he mentioned they look at adjacencies and that more details would be provided in October.

    Ask Fintool Equity Research AI

    Eric A. Lemarié's questions to COMPAGNIE DE SAINT GOBAIN (CODYY) leadership • Q3 2020

    Question

    Eric Lemarié asked if Saint-Gobain would be interested in acquiring a software company, specifically in the Building Information Modeling (BIM) field, as part of its innovation and digital strategy.

    Answer

    CEO Pierre-André de Chalendar responded that while the company has made very small acquisitions of software start-ups for its distribution business, he would not consider a large software acquisition, viewing it as too far from the company's core DNA and business model.

    Ask Fintool Equity Research AI