France · Delayed Price · Currency is EUR OVH Groupe Earnings Call Transcripts
Fiscal Year 2026
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H1 2026 saw 5.5% revenue growth, record 40.9% EBITDA margin, and strong cash flow despite front-loaded CapEx to address component inflation. Strategic initiatives include a new defense vertical, AI lab, and tactical price increases, with FY 2026 guidance reaffirmed.
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Q1 FY26 revenue grew 6% like-for-like to €275 million, with strong public cloud growth and positive free cash flow. Guidance for FY26 is reaffirmed, and supply chain risks are mitigated for the year. European expansion and AI partnerships continue to drive momentum.
Fiscal Year 2025
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Delivered 9.3% organic revenue growth, 40.4% adjusted EBITDA margin, and doubled unlevered free cash flow in FY 2025. Guidance for FY 2026 is 5–7% revenue growth, higher EBITDA margin, and positive levered free cash flow, with a focus on revitalizing digital starters and expanding in the U.S.
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Q3 FY 2025 revenue grew 9.3% like-for-like to €271.9 million, with strong public cloud and AI-driven product momentum. Guidance for FY 2025 is reaffirmed, targeting 9%-11% revenue growth, ~40% adjusted EBITDA margin, and unlevered free cash flow above €25 million.
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H1 FY25 saw 10.2% revenue growth, a 40% adjusted EBITDA margin, and strong cash generation, driven by demand for Public Cloud, data sovereignty, and AI. Guidance for FY25 is reaffirmed, with robust international growth and successful refinancing supporting future expansion.
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Q1 FY 2025 revenue grew 10.1% year-over-year to €264 million, driven by strong U.S. private cloud demand and robust public cloud growth, with AI offerings contributing significantly. Guidance for 9%-11% revenue growth and a 40% EBITDA margin is reaffirmed.
Fiscal Year 2024
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FY 2024 saw 10.3% revenue growth and a 38.4% EBITDA margin, with strong cash flow and segment performance. FY 2025 targets 9%-11% revenue growth, circa 40% EBITDA margin, and a EUR 350 million share buyback, as the company shifts to a more cash-generative, margin-focused phase.
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Revenue grew 10.1% year-over-year for the first nine months, with Q3 at €251 million and 9% growth. Strong U.S. momentum and AI solutions fueled public and private cloud gains, while Europe faced macro headwinds. FY2024 guidance and midterm targets are confirmed.