The following is excerpted from the question-and-answer section of the transcript.
(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)
Question: Oscar Val Mas - JPMorgan Chase & Co, Research Division - Analyst
: Just 2 questions from me. The first one is a follow-up on employee scarcity. Could you comment on what level of wage inflation you're seeing and
the ability you have to pass that through?
And then the second question is, you mentioned e-mobility is growing. Could you give us a sense of how large that is in revenue terms today? And
how quickly e-mobility and EV charging is growing?
Question: Nicolas Tabor - Stifel, Nicolaus & Company, Incorporated, Research Division - Analyst
: The first one would be just to have an idea of the price versus volume you had in the organic growth over the first 9 months of the year. Then
regarding the net working capital, can we have -- I don't know -- I know it's not the H1 results here, but do you have an idea on how that is
progressing? And is it on track for what you're seeing for the full year?
Then regarding the stimulus plan. So you were guiding during the CMD of an acceleration of plus 0.5% to 1.5% organic growth from the new trend
-- Should we expect that to materialize from 2022, maybe more H2 2022? Or do you have some visibility with the tenders ongoing at the moment?
And then finally, on Oil & Gas and Nuclear, how should we think about it for Q4, further slowdown in Flamanville for the [revolving] oil and gas? I
mean, what's the trend you're seeing at the moment?
Question: Christophe Chaput - ODDO BHF Corporate & Markets, Research Division - Analyst
: The question for me regarding acquisition has already been asked. One remains for me on organic regarding 2022 because it seems that the backlog
is strong or, let's say, robust, plus you will have the recovery plan. So would you say at the end of the day that the organic should be above 2% or
above 3%? Any insight regarding that would be very appreciated.
Question: Peter Testa - One Investments S.A.G.L. - Analyst
: I guess -- and related to the last point, you've obviously commented on the stimulus impact coming through. I was wondering if just focusing on
France and Germany, if you could give a sense of what's going on in the broader sense on backlog and pipeline. And I have a second question.
Question: Peter Testa - One Investments S.A.G.L. - Analyst
: My question was more on France and Germany. Sorry, I understood you were giving a group comment, but just specifically France and Germany,
please.
Question: Peter Testa - One Investments S.A.G.L. - Analyst
: Right. Okay. And the other question is, please, was just on employee count. I was wondering, again, more focusing on France and Germany, if you
could give any sense of what the sequential net employee count has been in Q3 versus Q2? And maybe other comment on what your hiring
intentions are at this stage given your comments on stimulus. Are you starting to try and push harder on recruitment? Or any comment, please?
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NOVEMBER 05, 2021 / 8:00AM, SPIE.PA - Q3 2021 Spie SA Earnings Call
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