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Document D'enregistrement Universel 2020 Wendel Est L’Une Des Toutes Premières Sociétés D’Investissement Cotées En Europe

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Document D'enregistrement Universel 2020 Wendel Est L’Une Des Toutes Premières Sociétés D’Investissement Cotées En Europe 2020 Document d’enregistrement universel incluant le rapport financier annuel INVESTIR POUR LE LONG TERME &! B = !!"E" ! #" $ 1.1Historique 34 7.1Bilan au 31 décembre 2020 416 1 1.2Activité 35 7 7.2Compte de résultat 418 Sommaire 1.3 Modèle d’investissement et stratégie 7.3Tableau de flux detrésorerie 419 de développement 36 7.4Annexe aux comptes individuels 420 1.4Filiales et participations 40 7.5 Rapport des Commissaires aux comptes sur les comptes annuels 437 "#!F! 2.1Organes de surveillance et de direction 62 !!!! 2 2.2Rémunération desmandataires sociaux 103 8.1Performance de l’action Wendel et dividende 442 8 8.2La politique de communication financière 445 !" " 8.3Renseignements sur le capital 449 3.1Facteurs de risques 138 8.4 Renseignements sur la Société et principales 3 3.2Litiges, assurances, environnement réglementaire 146 dispositions statutaires 461 3.3Dispositif de gestion des risques et de contrôle interne 150 ==="" !%!G 9.1Rapports des Commissaires aux comptes 466 9 9.2Rapports complémentaires 478 4.1Wendel 165 4 4.2 Les filiales de Wendel revues par un organisme tiers 9.3 Observations du Conseil desurveillance indépendant 202 à l’Assemblée générale 485 4.3 Rapport de l’organisme tiers indépendant 9.4 Rapport du Directoire surlesrésolutions soumises surladéclaration consolidée de performance à l’Assemblée générale du 29 juin 2021 486 extra-financière 317 9.5Texte des résolutions 489 ! "F% ! =! 5.1Analyse des comptes consolidés 322 10.1Contrats 500 5 5.2Analyse des comptes individuels 328 10 10.2Transactions avec des parties liées 500 5.3Actif net réévalué (ANR) 330 10.3 Changements significatifs de la situation financière 5.4Organigramme simplifié au 31 décembre 2020 335 ou commerciale 500 10.4Dépenses visées aux articles 39-4 et 223 quater du CGI 501 ! = "E E= 10.5Fournisseurs & clients 501 10.6 Responsables du Document d’enregistrement universel et du contrôle des comptes 502 6 6.1Bilan – État de situation financière consolidée 338 10.7Tables de concordance 504 6.2Compte de résultat consolidé 340 10.8Glossaire 509 6.3État du résultat global 341 6.4Variations des capitaux propres 342 6.5Tableau des flux de trésorerie consolidés 343 6.6Principes généraux 344 6.7Notes annexes 345 6.8Notes sur le bilan 374 6.9Notes sur le compte derésultat 394 6.10Notes sur les variations detrésorerie 399 6.11Autres notes 402 6.12 Rapport des Commissaires aux comptes sur les comptes consolidés 409 Document d’enregistrement universel 2020 Le présent Document d’enregistrement universel contient l’ensemble des éléments du rapport financier annuel et la déclaration de performance extra-financière. Profil Wendel exerce le métier d’investisseur et d’actionnaire professionnel en favorisant le développement à long terme d’entreprises leaders dans leur secteur. $FWLRQQDLUHHQJDJpLOFRQFRXUWjODGpÀQLWLRQHWjODPLVH en œuvre de stratégies de développement ambitieuses et innovantes, fortement créatrices de valeur dans la durée. Le Document d’enregistrement universel a été déposé le 15/04/21 auprès de l’AMF, en sa qualité d’autorité compétente au titre du règlement (UE) 2017/1129, sans approbation préalable conformément à l’article 9 dudit règlement. Le Document d’enregistrement universel peut être utilisé aux fins d’une offre au public de titres financiers ou de l’admission de titres financiers à la négociation sur un marché réglementé s’il est complété par une note d’opération et le cas échéant, un résumé et tous les amendements apportés au document d’enregistrement universel. L’ensemble alors formé est approuvé par l’AMF conformément au règlement (UE) 2017/1129. Mission NOTRE MISSION Wendel s’engage auprès d’équipes entrepreneuriales pour construire des leaders durables. 2 - Document d'enregistrement universel 2020 Wendel est l’une des toutes premières sociétés d’investissement cotées en Europe. Nous nous positionnons comme investis- seur spécialisé dans la prise de participations à long terme et comme investisseur majoritaire ou de premier rang. Notre portefeuille resserré, la stabilité de nos capitaux perma- nents et l’importance de notre trésorerie permettent à Wendel d’inscrire dans la durée sa stratégie d’investisseur engagé auprès des équipes dirigeantes. Avec plus de trois siècles d’existence, Wendel, dans laquelle la famille fondatrice reste impliquée en tant qu’actionnaire majoritaire, porte de façon constante les valeurs qui ont forgé sa réussite : Engagement, Excellence, et Esprit entrepreneurial. Ses équipes, aux expertises et aux profils riches et diversifiés, assurent un soutien actif et attentif aux sociétés accompagnées par Wendel. L’objectif du Groupe est de construire des leaders internationaux et durables dans des secteurs porteurs d’avenir. De grandes réussites indus- trielles et humaines témoignent de la pertinence de cette approche : Bureau Veritas, Capgemini, Legrand, bioMérieux, Stallergenes Greer, Editis, Deutsch Group, Stahl ou encore Allied Universal, par exemple. - Document d'enregistrement universel 2020 3 Valeurs NOS VALEURS Trois siècles d’existence ont forgé de solides valeurs d’Engagement, d’Excellence et d’Esprit entrepreneurial au sein de Wendel. Les réussites industrielles et humaines qui jalonnent son parcours en témoignent. Aujourd’hui, les équipes du Groupe ont à cœur d’être les ambassadeurs de cet ADN, marqué par le meilleur des services, de l’industrie et de la finance. 4 - Document d'enregistrement universel 2020 ENGAGEMENT EXCELLENCE Chez Wendel, l’engagement n’est pas une abstraction. S’améliorer continuellement. Cette exigence, Wendel Il se traduit par un sens élevé des responsabilités l’applique de façon aussi rigoureuse que possible. envers ses collaborateurs, envers les entreprises Trois siècles de réussite, et parfois d’adversité, de son portefeuille et envers ses parties prenantes. ont confirmé la validité de ce parti pris. Wendel Pour Wendel, il ne suffit pas d’affirmer son respect sait reconnaître et accompagner les entreprises pour tous ceux qui contribuent à la réussite du prometteuses et les dirigeants de talent, en ayant Groupe, il faut aussi le démontrer au jour le jour. conscience de leur haute importance pour bâtir Ainsi, Wendel prend chacune de ses décisions l’avenir. Wendel est convaincue qu’une entreprise en pensant, en priorité, à l’intérêt sur le long terme pour être durable ne doit jamais cesser d’être des entreprises qu’elle soutient. Wendel sait que leur excellente, c’est-à-dire qu’elle doit toujours fournir développement peut connaître des moments fastes, à ses clients des produits et des services à leur plus mais aussi des situations parfois complexes, qu’il faut haut niveau de qualité et d’innovation. dépasser ensemble. ESPRIT ENTREPRENEURIAL Pour Wendel, l’esprit entrepreneurial est un alliage d’audace raisonnée et, selon le contexte, de résilience. Il se nourrit d’une vision clairvoyante de l’avenir et des attentes du marché. L’esprit entrepreneurial donne cet élan qui pousse le Groupe à accompagner des entreprises durables et créatrices de biens et de services utiles au plus grand nombre. - Document d'enregistrement universel 2020 5 Modèle d’affaires au 31 décembre 2020 MISSION VALEURS RESSOURCES Wendel s’engage auprès d’équipes Engagement DES CAPITAUX entrepreneuriales pour construire Excellence PERMANENTS des leaders durables Esprit entrepreneurial Actionnariat familial 39,3 % détenus par Wendel-Participations SE GOUVERNANCE et affiliés (4), actionnaire familial CONSEIL DE SURVEILLANCE (1) DIRECTOIRE de référence 13 membres, 2 membres nommés Actionnariat dont 6 membres de la famille Wendel par le Conseil de surveillance salarié et 2 représentantes des salariés pour une durée de quatre ans (2) 89,4 % de salariés actionnaires 45 % d’indépendants COMITÉS détenant 0,9 % du capital 45 % de femmes (3) Comité de gestion Comité d’audit, des risques Comité d’investissement Investisseurs et de la conformité Comité de coordination individuels Comité de gouvernance Comité ESG (Environnement, et du développement durable Social, Gouvernance) 18,8 % du capital détenu par près de 23 000 personnes physiques Investisseurs STRATÉGIE ESG institutionnels ÊTRE UN MODÈLE BÂTIR DES ENTREPRISES 37,7 % du capital détenu, FAVORISER L’EXCELLENCE DURABLES dans 37 pays ET L’ENGAGEMENT Investir pour soutenir et transformer Investisseurs Respecter les standards les plus les entreprises dans le respect obligataires élevés en matière de gouvernance, de l’environnement et de la société d’éthique, de gestion environnementale 100 % des opportunités d’investissement représentant ~ 1,6 Md€ et opérationnelle font l’objet d’une vérification par rapport Programme de conformité à la liste d’exclusions et d’une diligence couvrant notamment la loi Sapin II ESG approfondie CAPITAL HUMAIN 98 % des collaborateurs formés 80 % des sociétés contrôlées ont à l’éthique des affaires formalisé une feuille de route ESG 85 collaborateurs Bilan carbone et actions de réduction (100 % parmi les sociétés acquises localisés à Paris, Luxembourg de l’empreinte carbone depuis plus de dix-huit mois) et New York Favoriser l’employabilité, l’inclusion, le bien-être, l’engagement des salariés Mécénat 54 % de femmes dans l’effectif total au travers d’actions concrètes Partenariat avec l’Insead Signature de la charte depuis 1996, avec la création France Invest pour la parité du Centre International Wendel 36,8 % de femmes au sein de l’équipe d’investissement Enquêtes collaborateurs et initiatives pour l’Entreprise Familiale favorisant la qualité de vie au travail Mécène fondateur du Centre Programme de mécénat Pompidou-Metz
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