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Ipsos SA
OTC:IPSOF

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Ipsos SA
OTC:IPSOF
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Price: 39 USD Market Closed
Market Cap: $1.7B
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Earnings Calls

Last Earnings Call

Fiscal Period
Q2 2026
Call Date
Jul 23, 2026
AI Summary
Q2 2026

Return to growth: Ipsos said Q2 revenue was EUR 615 million, with organic growth back to 3% after a weaker start to the year, and management said all regions were positive in Q2.

Full-year outlook: Management expects stronger H2 than H1 and now sees full-year organic growth above 2%, while operating margin should be similar to 2025.

AI push: The Horizons strategy is increasingly centered on AI, with new products and services such as Product Studio, digital services, and AI-enabled moderation and analysis tools being rolled out globally.

Order book: The order book was up 1.2% at end-June, and management said that supports around 75% of annual revenue and points to better H2 revenue execution.

Cash and capital returns: Free cash flow rose to EUR 44.4 million, net debt fell to EUR 225 million, and the company reiterated a EUR 100 million share buyback plan for FY '26 plus a EUR 2 per share dividend.

Key Financials
Revenue
EUR 615 million
Organic growth
3%
Revenue
EUR 1.170 billion
Organic growth
0.8%
New orders
up 1.6%
Order book
up 1.2%
EMEA revenue growth
5.6%
EMEA organic growth
0.5%
Americas organic growth
0.7%
Latin America growth
6.3%
Asia Pacific organic growth
2%
Consumers, clients and employees growth
close to 2% in Q2
Citizens organic growth
close to 8% in Q2
Doctors and patients organic growth
close to 3% in Q2
Ipsos.Digital growth
double-digit growth
Gross margin
67.7%
Operating margin
7.9%
Adjusted net profit attributable to the group
EUR 1.66
Gross operating cash flow
EUR 145 million
Free cash flow
EUR 44.4 million
Net debt
EUR 225 million
Leverage
0.5x EBITDA
Undrawn credit lines
over EUR 450 million
Dividend
EUR 2 per share
Share buyback completed
EUR 50 million
H1 restructuring and nonrecurring costs
EUR 19 million
IT project depreciation
EUR 11.6 million
Earnings Call Recording
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Summary
IPSOF intrinsic value, competitors valuation, and company profile.
DCF Valuation
IPSOF stock valuation using Discount Cash Flow valuation method.
Relative Valuation
IPSOF stock valuation using valuation multiples.
Wall St Estimates
IPSOF price targets and financial estimates made by Wall Street analysts.
Profitability
Detailed analysis of the company's profitability.
Solvency
Analysis of the financial position and solvency of the company.
Financial Statements
Income Statement, Balance Sheet, Cash Flow Statement.
Discount Rate
IPSOF stock discount rate: cost of equity and WACC.
Summary
DCF Valuation
Relative Valuation
Wall St Estimates
Profitability
Solvency
Financial Statements
Discount Rate
Other Ipsos SA listings:
F • EUR
IPZ
 PAR • EUR
IPS
 XMUN • EUR
IPZ
 SWB • EUR
IPZ
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