Wendel SE 2024 Investor Day Transcript - Thomson StreetEvents

Wendel SE 2024 Investor Day Transcript

Wendel SE 2024 Investor Day Transcript - Thomson StreetEvents
Wendel SE 2024 Investor Day Transcript
Published Dec 06, 2024
46 pages (32419 words) — Published Dec 06, 2024
Price US$ 54.00  |  Buy this Report Now

About This Report

  
Abstract:

Edited Transcript of MWDP.PA corporate analyst meeting

  
Brief Excerpt:

...Welcome to Wendel 23rd Investor Day. As you can see, we have quite a busy and rich agenda today. We hope this will help you to better understand what are the Wendel's value creation levers. For Q&A, there will be Q&A at the end of each presentation. For Wendel, the Q&A session will take place at the very end of the -- of this event. For those who are not in the room, you can ask questions from the web, and I will read them. Given today's rich agenda, I think it's time to start now with the first presentation by Laurent Mignon, our CEO; and David Darmon, our Deputy CEO and Member of the Executive Board. Jingle, please. Laurent Mignon ...

  
Report Type:

Transcript

Source:
Thomson StreetEvents
Company:
Wendel SE
Ticker
MWDP.PA
Time
1:00pm GMT
Format:
PDF Adobe Acrobat
Buy Now

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: Arnaud Palliez - CM-CIC Securities - Analyst : Arnaud Palliez, CIC. I have two questions. The first one is on the, location of school is of course very important. So I would like to know what is your real estate policy and do you secure this at some point? So that's the first question. And the second one is, it seems that you keep the local brands of each school. So I would like to know what is shared between the different schools and how the Globeducate brand is shared between your schools. REFINITIV STREETEVENTS | www.refinitiv.com | Contact Us consent of Refinitiv. 'Refinitiv' and the Refinitiv logo are registered trademarks of Refinitiv and its affiliated companies. DECEMBER 06, 2024 / 1:00PM, MWDP.PA - Wendel SE 2024 Investor Day

Question: Arnaud Palliez - CM-CIC Securities - Analyst : What percentage of your product do you consider today as premium? So I mean difficult to duplicate and with some kind of exclusivity.

Question: Arnaud Palliez - CM-CIC Securities - Analyst : And maybe a follow up question the ESG issues. Your coating formula, do they contain some PFAS and how much are you exposed to this issue and what are the risks for Stahl?

Question: Arnaud Palliez - CM-CIC Securities - Analyst : In your asset management business, are you going to organize the cross-selling between with IK and Monroe. And more generally speaking, are you going to create a kind of structure for managing your platform, your asset management platform? How the government is going to be put in place for this business? REFINITIV STREETEVENTS | www.refinitiv.com | Contact Us consent of Refinitiv. 'Refinitiv' and the Refinitiv logo are registered trademarks of Refinitiv and its affiliated companies. DECEMBER 06, 2024 / 1:00PM, MWDP.PA - Wendel SE 2024 Investor Day

Table Of Contents

Q3 2025 Wendel SE Trading Statement Call Transcript – 2025-10-24 – US$ 54.00 – Edited Transcript of MWDP.PA sales update conference call or presentation 24-Oct-25 9:00am GMT

Half Year 2025 Wendel SE Earnings Call Transcript – 2025-07-31 – US$ 54.00 – Edited Transcript of MWDP.PA earnings conference call or presentation 31-Jul-25 1:00pm GMT

Wendel SE Annual Shareholders Meeting Transcript – 2025-05-15 – US$ 54.00 – Edited Transcript of MWDP.PA shareholder or annual meeting 15-May-25 1:00pm GMT

Q1 2025 Wendel SE Trading Statement Call Transcript – 2025-04-24 – US$ 54.00 – Edited Transcript of MWDP.PA sales update conference call or presentation 24-Apr-25 1:00pm GMT

Full Year 2024 Wendel SE Earnings Call Transcript – 2025-02-27 – US$ 54.00 – Edited Transcript of MWDP.PA earnings conference call or presentation 27-Feb-25 10:30am GMT

Q3 2024 Wendel SE Trading Statement Call Transcript – 2024-10-25 – US$ 54.00 – Edited Transcript of MWDP.PA sales update conference call or presentation 25-Oct-24 1:00pm GMT

Half Year 2024 Wendel SE Earnings Call Transcript – 2024-08-01 – US$ 54.00 – Edited Transcript of MWDP.PA earnings conference call or presentation 1-Aug-24 1:00pm GMT

Wendel SE Investor Day 2023 Transcript – 2023-12-12 – US$ 54.00 – Edited Transcript of MWDP.PA corporate analyst meeting</ 12-Dec-23 6:00pm GMT

Q3 2023 Wendel SE Trading Statement Call Transcript – 2023-10-27 – US$ 54.00 – Edited Transcript of MWDP.PA sales update conference call or presentation 27-Oct-23 1:00pm GMT

Wendel SE Corporate Call Transcript – 2023-10-17 – US$ 54.00 – Edited Transcript of MWDP.PA conference call or presentation 17-Oct-23 9:00am GMT

More from Thomson StreetEvents

Thomson StreetEvents—Thomson StreetEvents is a leading provider of Web-based solutions for the investment community, offering services that transform the way companies communicate and meet disclosure requirements while assisting investors in managing and leveraging this information. Thomson StreetEvents service offers institutional investors a one-stop solution for managing corporate disclosure information by aggregating conference calls, webcasts, transcripts, call summaries, and other financial information into a time-saving, efficiency tool.
Purchase Thomson StreetEvents' Transcripts (verbatim reports) and Briefs (call summaries) of earnings, guidance, M&A and other corporate calls directly through Alacra. Discounted prices apply to reports produced over two weeks ago.

About the Author


Cite this Report

  
MLA:
Thomson StreetEvents. "Wendel SE 2024 Investor Day Transcript" Dec 06, 2024. Alacra Store. Nov 06, 2026. <http://www.alacrastore.com/thomson-streetevents-transcripts/Wendel-SE-2024-Investor-Day-T15674411>
  
APA:
Thomson StreetEvents. (2024). Wendel SE 2024 Investor Day Transcript Dec 06, 2024. New York, NY: Alacra Store. Retrieved Nov 06, 2026 from <http://www.alacrastore.com/thomson-streetevents-transcripts/Wendel-SE-2024-Investor-Day-T15674411>
  
US$ 54.00
$  £  €
Have a Question?

Any questions about the report you're considering? Our Customer Service Team can help! Or visit our FAQs.

More Research

Search all our Credit Research from one place.