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Ipsos SA
OTC:IPSOF

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Ipsos SA
OTC:IPSOF
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股价: 39 USD 已休市
市值: $1.7十亿

Ipsos SA
投资者关系

Ipsos SA 是一家市场研究公司。它设计问卷调查、访谈、调查小组和数据研究,帮助客户了解消费者、选民、患者和公民的想法与行为。公司将这些信息转化为报告和建议,帮助客户就品牌、产品、营销活动和公共政策作出决策。 其主要客户包括消费品公司、广告商、媒体集团、公共机构以及其他需要可靠意见和行为数据的组织。Ipsos 通过销售研究项目、追踪研究和持续测量服务获得收入,这些服务通常基于续约合同或重复调查。公司还提供分析和咨询服务,帮助客户解读结果并据此采取行动。 Ipsos 的独特之处在于,它作为独立的信息中间层发挥作用。它不生产受研究的产品,也不负责开展其所测量的营销活动;它收集证据,供其他机构用于规划、测试和评估决策。因此,它是营销、媒体和公众意见价值链核心的数据与洞察服务提供商。

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最近一次业绩电话会
财务期间
Q2 2026
电话会日期
2026年7月23日
AI 摘要
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.

关键财务数据
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
业绩电话会议录音
其他业绩电话会

管理层

Mr. Didier Truchot
Founder & Chairman
暂无个人简介
Mr. Ben Page
CEO & Director
暂无个人简介
Ms. Sylvie Mayou
Deputy Executive Director of Ipsos Marketing in France & Director
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Mr. Andre Lewitcki
Head of Surveys & Director
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Mr. Dan Levy
Chief Financial Officer
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Mr. Michel Guidi
Chief Operating Officer
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Mr. François Malin
Head of Investor Relations
暂无个人简介
Ms. Sheryl Goodman
Group General Counsel & General Counsel Americas
暂无个人简介
Ms. Caroline Ponsi-Khider
Chief Communications & Brand Officer
暂无个人简介
Perrine Dufros
Chief People Officer
暂无个人简介

联系方式

地址
ILE-DE-FRANCE
Paris
35 RUE DU VAL DE MARNE
联系方式
+33141989000
www.ipsos.com