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JL

Jean-Christophe Lefèvre-Moulenq

Senior Analyst specializing in Building Materials & Construction at CIC Market Solutions

Paris, FR

Jean-Christophe Lefèvre-Moulenq is a Senior Analyst specializing in Building Materials & Construction at CIC Market Solutions, with over 15 years of experience in equity research. He covers targeted companies such as Saint-Gobain and is recognized for his precision in earnings estimation, ranking as the No. 1 Top Earnings Estimator for Construction and No. 9 overall analyst in the recognized StarMine rankings, reflecting a superior track record in forecast accuracy and returns. Lefèvre-Moulenq began his career at ING Belgium before joining CIC Market Solutions SA in 2007, where he has continued to deliver strong analytical insights for institutional clients. He holds professional credentials relevant to the European financial industry and is noted for his expertise in sector research and participation in high-profile investor communications.

Jean-Christophe Lefèvre-Moulenq's questions to CODYY leadership

Question · Q3 2021

Jean-Christophe Lefèvre-Moulenq of CIC Market Solutions inquired about the continued acceptance of price hikes, the current price of 4-millimeter glass, and the specific price effect within European distribution for both Q3 and the first nine months of 2021.

Answer

COO, CEO & Director Benoit Bazin confirmed that price hikes are being well-accepted due to good customer service and proactive communication, with more planned for Q4. CFO Sreedhar N. provided specifics, stating the price of 4mm glass reached €3.7 at the end of September, a nearly 26% year-over-year increase. For distribution, he reported a 9.8% price increase in Q3 and a 5.4% increase for the first nine months.

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Question · Q1 2021

Jean-Christophe Lefèvre-Moulenq from CIC Market Solutions asked for more details on the underlying growth in March, excluding COVID-19 base effects, and sought clarification on the drivers of the excellent price effect in the Americas.

Answer

Pierre-Andre de Chalendar confirmed that March was a very strong month compared to 2019, driven by weather recovery and pre-buying ahead of announced price increases. CFO N. Sreedhar added that the Americas saw frequent and proactive price increases, with both North and Latin America contributing significantly to the 7% price effect for the region.

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Question · Q3 2020

Jean-Christophe Lefèvre-Moulenq asked if the strong price hike in the Americas was solely from Exterior Solutions, whether Q3 optimism was driven by a surprisingly strong September, and if Saint-Gobain would consider acquisitions in French distribution.

Answer

CFO N. Sreedhar clarified that the Americas price hike was broad-based across both North and Latin America and included glass and construction products. CEO Pierre-André de Chalendar described his outlook as "cautiously optimistic," citing a strong summer and continued good trends. He noted that while they evaluate opportunities, the current priority is small acquisitions and maintaining a strong balance sheet.

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