United States securities and exchange commission logo
November 21, 2023
Jack Guo
Chief Financial Officer
Constellium SE
Washington Plaza
40-44 rue Washington
75008 Paris
France
Re: Constellium SE
Form 20-F for the
fiscal year ended December 31, 2022
Filed March 14,
2023
Form 6-K furnished
July 26, 2023
File No. 001-35931
Dear Jack Guo:
We have reviewed your October 30, 2023 response to our comment
letter and have the
following comments.
Please respond to this letter within ten business days by
providing the requested
information or advise us as soon as possible when you will respond. If
you do not believe a
comment applies to your facts and circumstances, please tell us why in
your response.
After reviewing your response to this letter, we may have
additional comments. Unless
we note otherwise, any references to prior comments are to comments in
our September 29, 2023
letter.
Form 20-F for the Fiscal Year Ended December 31, 2022
Operating and Financial Review and Prospects
Segment Adjusted EBITDA, page 46
1. We note your response
to comment 3 and the example provided in Exhibit 1. Our
comment is in response
to your presentation of Adjusted EBITDA in total. You state that
the metal price lag
adjustment is intended to eliminate the non-cash timing difference
between metal purchase
costs intended to be passed through to customers and metal
purchase costs
accounted in cost of sales. This adjustment appears to have the effect of
changing the basis of
accounting for inventory, which is inconsistent with Question
100.04 of the non-GAAP
C&DI's. Please revise accordingly or explain in more detail why
Jack Guo
Constellium SE
November 21, 2023
Page 2
you believe this adjustment is appropriate.
Form 6-K furnished July 26, 2023
Exhibit 99.1
2. We note your response to comment 10. Please address the following
comments related to
your presentation of the non-IFRS measure Value-Added Revenue ( VAR
):
You indicate that you will revise your presentation in future
filings to reconcile your
VAR measure to gross profit, rather than revenue. Your basis for
determining that
gross profit is the most directly comparable financial measure
presented in
accordance with IFRS is unclear. Please explain, providing
insight into whether you
consider VAR to be a measure of revenue or profitability.
To help us better understand the adjustment hedged cost of
alloyed metal, please
provide us with a schedule quantifying the individual components
of this adjustment
and tell us in more detail why you believe it is appropriate to
include a metal lag
adjustment.
You state that VAR eliminates the impact of metal price
fluctuations which are not
under your control and generally passed through to your
customers. Please clarify
what you mean by generally and tell us if there have been
instances when you have
not been able to pass through aluminum costs to your customers.
If so, tell us what
that impact has been on VAR.
Please contact Eiko Yaoita Pyles at 202-551-3587 or Andrew Blume at
202-551-3254 if
you have questions regarding comments on the financial statements and related
matters.
FirstName LastNameJack Guo Sincerely,
Comapany NameConstellium SE
Division of
Corporation Finance
November 21, 2023 Page 2 Office of
Manufacturing
FirstName LastName