100% French Stocks – Monday, September 29, 2025

CAC 40 PREOPEN: 7,905 points (+0.53%)

Key stocks of the day

Bonduelle (BON): Slight improvement in annual results despite a decline in revenue (-0.8%). Net profit of €19.7M compared to -€108.1M last year. Operating margin up to 3.8%.

Passat (PASSAT): Positive net result at €0.35M in H1 2025, confirmed transfer to Euronext Growth on October 1.

Dekuple (ALDLP): Net profit declined to €3.8M (-30.9%). Net margin down to 4.2% from 6.5% in H1 2024.

Poxel (POXEL): €2.5M bond loan completed to finance the observation period during judicial recovery proceedings.

Capital B (ALTBG): Completed capital increase (€1.2M) to acquire 12 BTC. The group holds 2,812 BTC valued at €262.1M.

Exosens (EXOSENS): Contract signed with the Spanish Ministry of Defense for 17,000 night vision monoculars. Good visibility for 2026.

Valeo (FR): Purchase of 2.58M shares as part of its buyback program. Shares intended for employee profit-sharing.

Corporate results expected today

EMEIS (EX-ORPEA): Q2 2025 results
KEYRUS (ALKEY): Q2 2025 results
BAIKOWSKI (ALBKI): Q2 2025 results (scheduled release at 8:45am)

Analyst recommendations (French stocks only)

Upgrades

Eiffage (FGR) → Buy maintained, target lowered from €136 to €130
Schneider Electric (SU) → HSBC confirms Buy, target raised from €240 to €255

Neutral

Capgemini (CAP) → Jefferies remains Hold, target adjusted from €134 to €130
Saint-Gobain (SGO) → Barclays remains Overweight, target reduced from €119 to €117

Downgrades

No downward recommendations recorded for French stocks today.

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Have a great trading session everyone!
Sylvain Mouilhaud – Stock Coach