Vusiongroup SA
PAR:VU

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Vusiongroup SA
PAR:VU
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Price: 207.8 EUR -1.52%
Market Cap: 3.5B EUR

Vusiongroup SA
Investor Relations

In the bustling corridors of the retail technology sector, Vusiongroup SA stands as a stalwart, harmonizing tradition with modern innovation. The company specializes in electronic shelf labels (ESLs), a sophisticated solution that connects retailers to a digitalized ecosystem. These ESLs replace traditional paper labels, offering dynamic pricing solutions that are updated in real-time. Through a network of wireless connectivity and centralized software, Vusiongroup's technology enables retailers to adjust prices swiftly, responding to market fluctuations and inventory levels almost instantaneously. This nimbleness not only aids in pricing accuracy but also elevates the consumer shopping experience, fostering loyalty and enhancing operational efficiency across retail chains worldwide.

The financial lifeblood of Vusiongroup is rooted in hardware sales combined with recurring revenue streams from software services and maintenance. The initial sale of ESLs represents a significant entry point, but the long-term profitability hinges on the continuous provision of support, updates, and analytics-driven insights via subscription models. By embedding themselves deeply into the operational frameworks of their clients, Vusiongroup generates a continuous supply of revenue and cultivates enduring relationships. As the retail industry leans ever deeper into digital transformation, Vusiongroup's offerings become not just beneficial, but essential, driving their growth and fortifying their position in the market.

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Last Earnings Call
Fiscal Period
Q2 2025
Call Date
Sep 15, 2025
AI Summary
Q2 2025

Revenue Growth: VusionGroup reported 51% adjusted sales growth to EUR 649 million in H1, ahead of previous guidance, and raised its annual revenue target to around EUR 1.5 billion.

Profitability: Adjusted EBITDA margin improved by 300 basis points to 16.7% in H1, with VAS (Value Added Services) revenues and positive product mix contributing to the increase.

Cash Flow: Strong cash generation continued, with a EUR 120 million increase in net cash position and EUR 192 million in free cash flow for H1.

Guidance Upgrade: Management upgraded both revenue and profitability targets for the full year and expects to exceed its initial target for VAS revenue growth.

US Progress: The US market drove 134% sales growth, and more than 1,000 Walmart stores have been installed with ESLs, with production lines fully operational and dedicated to the Walmart rollout.

EMEA Momentum: Order entries in EMEA have returned to growth after a period of slower activity, with renewals and new deals contributing to improved momentum.

Key Financials
Revenue
EUR 649 million
VAS Revenue
EUR 91 million
Adjusted EBITDA Margin
16.7%
Net Cash Position
EUR 513 million
Free Cash Flow
EUR 192 million
Order Entries
up 22% for H1
Adjusted Variable Plus Margin
EUR 200 million
CapEx
EUR 98.5 million
CapEx Funded by Group
EUR 22 million
Operating Working Capital
EUR 195 million
Other Earnings Calls
2025
2020

Management

Mr. Thierry Gadou
Group Chairman, CEO & MD
No Bio Available
Mr. Thierry Lemaitre
Chief Financial Officer
No Bio Available
Engineer Andreas Rössl
Chief Technology Officer
No Bio Available
Mr. Roy Horgan
Senior Executive Vice President of Strategy, Marketing & Communication
No Bio Available
Ms. Marianne Noel
Senior Executive Vice President of Human Resources
No Bio Available
Mr. Pierre Demoures
Senior EVP and COO of Global Sales & Customer Service
No Bio Available
Mr. Philippe Bottine
Senior Executive Vice President of America
No Bio Available
Dr. Michael Moosburger
Senior Executive Vice President of PDidigital
No Bio Available
Mr. Sébastien Fourcy
Senior Executive Vice President of EMEA
No Bio Available
Mr. Michael Unmussig
Senior EVP & CEO of Captana
No Bio Available

Contacts

Address
ILE-DE-FRANCE
Nanterre
55 place Nelson Mandela, Nanterre Cedex
Contacts