Wednesday, May 18, 2022
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Trigano: tensions over supplies of rolling bases will weigh

(AOF) – Trigano lifted the veil Monday evening on its results for the first half of 2021-2022 (September-February). Over the period, the king of motorhomes published a net profit of 141.3 million euros (against 114.4 million a year earlier) and a current operating profit of 179.3 million (against 151.4 million). one year earlier). Turnover reached 1.49 billion euros, up 9.2% on a reported basis and 8.4% at constant scope and exchange rates.

Overall, the group is reporting tensions in the supply of rolling bases linked to the global shortage of semiconductors and sharp increases in the purchase prices of the main components of its products.

Nevertheless, “thanks to good anticipation”, Trigano says it was able to “compensate for the evolution of manufacturing costs by appropriate price increases according to a schedule allowing it to preserve its margins”.

In terms of outlook, Trigano indicates that the level of order books saturates production capacities well beyond the end of the year, the activity of the coming months will remain highly dependent on deliveries of rolling bases for motorhomes.

Given the current level of supply and announcements from car manufacturers, Trigano anticipates a loss in production volume of around 3,000 to 4,000 units in the second half. Recall that Trigano sold 52,600 motorhomes during the 2021 financial year.

The drop in activity should particularly affect the third quarter due to a high comparable.

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