France · Delayed Price · Currency is EUR Quadient Earnings Call Transcripts
Fiscal Year 2027
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H1 2026 saw a 2% organic revenue decline to EUR 448 million, with Digital up 6.7% and Mail down 5.7%. The U.K. Lockers business was sold for EUR 65 million, and the sale process for remaining Lockers assets is underway. Guidance and 2030 ambitions for Digital and Mail remain unchanged.
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Q1 2026 revenue was €243 million, down 1.9% organically, with strong digital ARR growth of 16% and easing mail decline. Subscription-related revenue rose, and full-year guidance is confirmed, with digital and lockers expected to drive growth.
Fiscal Year 2026
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2025 featured strong digital and lockers growth, resilient mail profitability, and a €124m mail impairment. Digital is set to become the largest segment by 2030, with e-invoicing mandates and AI adoption driving future growth. Dividend rises 7% to €0.75/share.
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Q3 2025 saw €248M revenue, down 3.5% year-over-year, but digital and lockers segments delivered double-digit subscription growth and strong expansion, especially in Europe. Full-year guidance is maintained, with a rebound in U.S. mail hardware sales expected in Q4.
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H1 2025 saw strong recurring revenue growth in Digital and Lockers, offsetting a U.S. mail decline, with total revenue at €517 million and stable EBITDA. Updated 2025 guidance expects a low single-digit revenue decline, while 2026 margin targets are reaffirmed.
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Q1 2025 revenue declined 1.1% year-over-year to €258 million, with strong growth in digital and locker segments offsetting a cyclical mail equipment downturn. The Cerenzia acquisition strengthens the digital suite, and full-year guidance is maintained amid expectations for a stronger H2.
Fiscal Year 2025
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Revenue grew 2.8% to €1,093M, with digital and lockers driving profitability gains and subscription revenue now 71% of total. Outlook for 2025 is positive, with acceleration in organic growth and continued margin improvement expected.
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Q3 saw solid revenue growth in Digital and Lockers, with subscription-related revenue now 72% of total. North America led growth, while Europe lagged. Full-year guidance for organic revenue and EBIT is reaffirmed, supported by acquisitions and strong recurring revenue.
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H1 2024 saw revenue rise to €534M (+3.2% reported), with 72% from subscriptions and digital EBITDA margin up 6.4 points. Guidance for full-year organic growth in revenue and EBIT is confirmed, with share buybacks and strong liquidity supporting future investments.
Fiscal Year 2024
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The new 2030 plan targets EUR 1 billion in subscription revenue and EUR 250 million EBIT, driven by digital and lockers growth, while maintaining strong mail profitability. Strategic focus includes AI-powered automation, ESG leadership, and a robust recurring revenue model, with disciplined capital allocation and high customer satisfaction.