Evs Broadcast Equipment Sa · EURONEXT:EVS
Evs Broadcast Equipment Sa — H1 2026 Earnings Presentation
32 slides from Evs Broadcast Equipment Sa's earnings presentation, Aug 19, 2026
Slide 1: 2026 Half-Year results
2026 Half-Year results Corporate communication August 19th, 2026 → evs.com 2026 HY Results Aug. 19th, 2026
Slide 2: Disclaimer
Disclaimer Forward Looking Statements This presentation contains forward-looking statements with respect to the business, financial condition, and results of operations of EVS and its affiliates. These statements are based on the current expectations or beliefs of EVS's management and are subject to
Slide 3: Agenda
Agenda 1. Business Update 2. Financial Update 3. Strategy Execution 4. Outlook & Guidance 5. Key Takeaways 6. Questions & Answers The content of this presentation is proprietary, confidential and solely for the use of the intended recipients. It may not be reproduced or distributed, in whole or in p
Slide 4: 2026 Highlights
2026 Highlights Strong 1H26 financials showing resilience of EVS at global level... ▪ Record commercial pipeline growth of 20% Y-o-Y ▪ New record H1 revenues – 107.2M€ – despite adverse geopolitical and exchange rates conditions o Difficult situation in Middle East compensated by significant base bu
Slide 5: ESG market recognition
ESG market recognition 19.5 ESG Risk Low Risk Rating 2026 HY Results Aug. 19th, 2026 5
Slide 6: Agenda
Agenda 1. Business Update 2. Financial Update 3. Strategy Execution 4. Outlook & Guidance 5. Key Takeaways 6. Questions & Answers The content of this presentation is proprietary, confidential and solely for the use of the intended recipients. It may not be reproduced or distributed, in whole or in p
Slide 7: 1H26 Key Figures
1H26 Key Figures Strong improvement at Revenue, EBIT and Net Profit level despite adverse geopolitical situation REVENUE EBIT NET PROFIT CASH FLOW FROM TEAM MEMBERS OPERATIONS 107.2M€ 15.6M€ 16.5M€ +13.1M€ 832 FTE (1H25: 91.8M€) (1H25: 14.8M€) (1H25: 13.3M€) (1H25: -3.1M€) (1H25: 728) +16.8% YoY +5.
Slide 8: Continued commercial pipeline development
Continued commercial pipeline development Supporting future revenue growth +20.5% vs. 1H25 x3.4 in 5 years FY18 FY19 FY20 FY21 FY22 FY23 FY24 FY25 1H26 2026 HY Results Aug. 19th, 2026
Slide 9: 1H26 Topline Performance
1H26 Topline Performance Record H1 Revenues and Pipeline Order Intake (M€) Revenue (M€) Order Book (M€) +16,8% -18,0% -9,7% 104,0 98,1 107,2 174,8 88,7 87,0 85,3 87,4 91,8 157,8 157,8 81,2 132,9 141,7 67,7 1H22 1H23 1H24 1H25 1H26 1H22 1H23 1H24 1H25 1H26 1H22 1H23 1H24 1H25 1H26 • OI closes at 85.3
Slide 10: 1H26 Revenue Analysis
1H26 Revenue Analysis Continued proof points of our PLAYForward strategy. Increased revenue resilience Revenue* breakdown by type of customer Revenue* breakdown by Geographies Revenue* resilience 12% 11% 15% 11% 9% New & relaunched 19% 36% 48% 46% 26% Other revenues 58% 56% 46% 53% 45% 52% 48% Re-oc
Slide 11: 1H26 Profitability
1H26 Profitability Gross profit supported by strong volume growth as well as contribution from T-Motion Gross Margin (%) Gross Profit (M€) 72,82 73,43 70,7% 71,9% 72,6% 70,14 3,29 67,7% 68,5% 2,68 66,60 8,81 2,58 1H22 1H23 1H24 1H25 1H26 1H 25 Margin Volume 1H 26 Cst FX Impact 1H 26 (Excl. 1H 26 1H
Slide 12: 1H26 Profitability
1H26 Profitability Opex growing less than sales and strong financial results allow for a 24% growth in EPS Operating expenses* (M€) EBIT (M€) Fully Diluted EPS (€) 57,8 25,0 23,9 +24% 51,8 1,52 1,54 46,7 1,15 1,17 36,3 15,7 14,8 15,6 30,1 0,94 1H22 1H23 1H24 1H25 1H26 1H22 1H23 1H24 1H25 1H26 1H22 1
Slide 13: 1H26 Financial Health
1H26 Financial Health Very healthy balance sheet supported by strong cash flow from operations Net Cash Position* (M€) Synthetic Cash Flow statement (M€) 51,5 52,8 48,6 7,6 -7,1 44,2 -3,9 13,1 35,9 16,5 -10,3 13,1 2,8 2,8 -8,1 -10,1 -2,4 -2,4 1H22 1H23 1H24 1H25 1H26 -10,1 Net Profit Non cash Change
Slide 14: Agenda
Agenda 1. Business Update 2. Financial Update 3. Strategy Execution 4. Outlook & Guidance 5. Key Takeaways 6. Questions & Answers The content of this presentation is proprietary, confidential and solely for the use of the intended recipients. It may not be reproduced or distributed, in whole or in p
Slide 15: Our 2030 Target
2030 TARGET OUR BECOME THE PROVIDER IN 2026 HY Results Aug. 19th, 2026
Slide 16: Big Events 2026
Big Events 2026 Powered by EVS EVS successfully supported major international winter Considering the importance of the events, sport event in Italy, with T- the enormous quantity of media and the Motion enabling the capture complexity of the infrastructures, large US of impacting images. customers r
Slide 17: VIA-MAP highly used for digital publishing by several customers
VIA-MAP highly used for digital publishing by several customer incl. major US broadcaster during World Cup De-facto extending MediaCeption TAM Thanks to VIA-MAP, our customers did produce for digital: ▪ Exclusive content thanks to non-broadcast angles ▪ Faster thanks to human controlled AI ▪ More ef
Slide 18: EVS solutions
EVS solutions Mission critical ecosystem in action • Big events did benefit from the latest • LiveCeption enhanced by LSM-VIA zoom MediaCeption technologies, including VIA- which automatically generates vertical MAP integrating MediaHub/VIA-Share formats for social media and digital workflows. platf
Slide 19: T-Motion integration following the plan
T-Motion integration following the plan The 2 EVS “synergies engines” are activated: ▪ WW sales network thanks to sales enablement mechanics ▪ WW support with field engineers in the different regions R&D strengthened by a team in Porto focused on SW & AI integration 2026 HY Results Aug. 19th, 2026
Slide 20: T-Motion extending the EVS ecosystem
T-Motion extending the EVS ecosystem EVS ecosystem brings larger benefits than simple product integration Thanks to the EVS ecosystem, a customer having multiple EVS solutions lives an “easier LIVE”, including installation, integration, configuration, calibration, monitoring, operation and productio
Slide 21: NAB Show Feedback
NAB Show Feedback Las Vegas – April 2026 T-Motion in action on EVS booth EVS ecosystem – innovative & consistent - resonates with our customers NALA clients trust in EVS further increases. New customers & channel partners engaged thanks to new acquisitions Continuous increase of the audience for EVS
Slide 22: EVS – the ambition to grow beyond broadcast
EVS – the ambition to grow beyond broadcast EVS Broadcast Equipment has become EVS present at the 2 major corporate AV EVS tradeshows: ISE & InfoComm 2026 HY Results Aug. 19th, 2026
Slide 23: Live Vision Systems (LVS): a new division for Security & Defense
Live Vision Systems (LVS): a new division dedicated to the Security & Defense market • Since January, EVS has launched “Live Vision Systems”, a new division dedicated to Security & Defense • A first research contract has been awarded to a consortium including EVS thanks to EVS’ advanced AI technolog
Slide 24: PLAYForward brought increased resilience and growth potential
Hence, PLAYForward brought increased resilience and growth potential EVS’ operational risks significantly decreased over the years • Share of recurring revenues and revenues from repeat clients now reaching 65% • Enlarged product range drastically reducing dependance to LiveCeption • Products’ pre-p
Slide 25: Agenda
Agenda 1. Business Update 2. Financial Update 3. Strategy Execution 4. Outlook & Guidance 5. Key Takeaways 6. Questions & Answers The content of this presentation is proprietary, confidential and solely for the use of the intended recipients. It may not be reproduced or distributed, in whole or in p
Slide 26: Key priorities for 2H26
Key priorities for 2H26 1. Implement cost containment plan to bring FY27 Opex (excl. T-Motion) at levels comparable to those of FY25 (in % of sales) and deliver on our sustainable growth ambition 2. Convert largest-ever commercial pipeline into Order Intake 3. Leverage IBC to further develop commerc
Slide 27: FY26 Outlook and Guidance
FY26 Outlook and Guidance Outlook maintained • The secured revenue for 2026 stands at 161.5M€ with a short term pipeline for the rest of the year growing by 23% vs. the same period last year • The share of recurring and re-occurring revenues with repeat clients represents 65% of EVS’ revenues (excl.
Slide 28: Agenda
Agenda 1. Business Update 2. Financial Update 3. Strategy Execution 4. Outlook & Guidance 5. Key Takeaways 6. Questions & Answers The content of this presentation is proprietary, confidential and solely for the use of the intended recipients. It may not be reproduced or distributed, in whole or in p
Slide 29: 1H26 Key takeaways
1H26 Key takeaways EVS with increased resilience and growth potential Record performance with strong commercial momentum • Record H1 revenue and a growing commercial pipeline provide solid visibility for continued growth A more diversified and resilient EVS • Our strategy is progressively reducing r
Slide 30: Questions & Answers
Questions & Answers 2026 Master Slide HY Results title Aug. 19th, 2026 2023
Slide 31: Thank you!
Thank you! → evs.com 2026 HY Results Aug. 19th, 2026
Slide 32: 2026 HY Results Aug. 19th, 2026
2026 HY Results Aug. 19th, 2026
EVS Broadcast Equipment — H1 2026 Earnings Presentation on 6ix