VALEO
Auto Parts · Consumer Cyclical
1 appearance
Latest appearance 2026-07-23
Michael
Analyst
Dukidis Adhf
Equibles does not estimate personal net worth.
About Michael
Michael is recorded as Analyst at Dukidis Adhf. Michael has spoken on 1 earnings call across 1 company, most recently for VALEO on July 23, 2026. The companies whose calls Michael spoke on are classified in the Consumer Cyclical sector.
Michael on recent calls
“First, to come back on the margin side, you had like an R&D impact of 30 basis points in H1, and you're saying it's going to be below 1.5 in H2, but close to that, if you look at the Fulia guide, that implies roughly 4.7% margin underlying in H1 and close to 3.5 in H2, so So the other way that what Jose said, why…”
Affiliation history
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Dukidis Adhf
Analyst
Transcript header (unverified)
Current
Company network
Recent activity
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Earnings call
H1 2026 Results
VALEO