Indra is being the great protagonist of Ibex 35 in the last year, with a spectacular revaluation of more than 140% since November of last year. Therefore, investors are very attentive to their report on the results of the second quarter, which will be known tomorrow Wednesday (July 23) after the closing of the day.
«We hope that the high visibility it offers A portfolio of orders in historical maximums It is reflected in the second quarter, with growth rates that accelerate after a first quarter with difficult comparative, ”he says The 4 Iván San Félix Carbajo rental analyst.
Rent 4 Calculate that income progresses+9.3% compared to the same period last year, as well as an EBIT, the main operational magnitude, of 112.4 million euros (+26% vs. 2t 24) with an EBIT margin 8.7% E (+1.3 pp vs 2t 24) and improvements in all divisions. The forecast is that the net profit grow a +39% with financial expenses of -10 million euros (-6.2 mln EUR in 2t 24) and fiscal rate of 28%, in line with the second quarter of 2024.
It also predicts that it generates 34 million euros in cash thanks to the operational evolution and with an investment in circulating (R4E -40 mln EUR). He also expects the net box to increase up to 186 million euros.
San Félix Carbajo points out that at the conference with analysts we will have to be aware of the perspectives, «that we believe will continue to show great behavior favored by the growing demand in defense and follow.» Also of the interest in acquiring a notary, «an operation that generates conflicts of interest.» The expert also expects news about the expectations of divestments (sale of Minsait and/or their division of payments) and the interest in corporate operations (Iveco) or others.
Today Indra’s shares fall 0.56% in mid -morning until it marks 38.88 euros at IBEX 35, moving slightly from the maximum of 39.44 euros that came to play on July 15. Despite this, They rise 142% from their minimum of the last 52 weekslocated at 16.05 euros since November 6 of last year.