Slide 1: First Quarter Results 2026
2026 FIRST QUARTER RESULTS April 16, 2026 Jean Laurent Poitou, CEO Olivier Champourlier, CFO
Slide 2: Agenda
Agenda 01 02 03 First Quarter 2026 Horizons update Outlook 2026
Slide 3: First Quarter 2026
FIRST QUARTER 2026
Slide 4: Revenue and total growth
Revenue and total growth Q1 REVENUE TOTAL GROWTH TOTAL GROWTH ORGANIC GROWTH Excluding -5.4% FX effect -1.4% € 555 M -2.4% +3.0% PERIMETER +4.3% 4
Slide 5: Encouraging commercial momentum
Encouraging commercial momentum Q1 Order book: +1% organic growth Positive commercial dynamic in Q1 with a strong acceleration in order in March: • Rising demand in Public Affairs • Solid traction in CPG clients • Our four largest markets are driving growth, promising performance in China • Good per
Slide 6: Public Affairs orders are coming back
Public Affairs orders are coming back Ipsos has all the assets to win large Public Affairs contracts: • Total understanding of individuals as consumers, citizens, patients, employees • Global footprint, presence in 66 markets • Trusted proprietary panels • Diversified data collection methodologies i
Slide 7: Revenue by region
Revenue by region In millions € Q1 2026 Total growth Organic growth EMEA 286.5 5.3% 0.1% Americas 181.1 -10.9% -4.1% Asia-Pacific 87.3 -6.3% 0.2% Total 554.9 -2.4% -1.4% 7
Slide 8: Revenue by audience
Revenue by audience In millions € Q1 2026 Total growth Organic growth Consumers1 275.1 -1.3% 0.5% Clients & employees2 111.5 -1.8% -3.3% Citizens3 92.4 0.0% -2.3% Doctors & patients4 75.9 -9.7% -4.4% Total 554.9 -2.4% -1.4% Breakdown of each Service Line by segment: breakdown of revenue by audience
Slide 9: At the end of Q1, the order book is in line with historical pattern
At the end of Q1, the order book is in line with historical pattern Acquisition rate end of Q1 Order book 2022-2025 55.5% 2026* 55.6% (*) For 2026: Actual Q1 2026 / Full-Year 9
Slide 10: Horizons Update
HORIZONS UPDATE
Slide 11: Q1 marks the kick-off of Horizons
Q1 marks the kick-off of Horizons 4. AI as a catalyst for market leadership 1. Leverage our multi specialist business • Embedding AI and Technology across offerings. our offerings and operations • Prioritizing initiatives to drive impact in 5. Access to real people as a critically 2026, with a stron
Slide 12: Decoding consumer behavior with AI technologies
Decoding consumer behavior with AI technologies Capturing real consumption moments and consumer video diaries ▪ Understanding context: what, where, how, why, with whom ▪ Detecting subtle consumer signals: micro-expressions, routines, environments ▪ Products tested: Homecare & Consumer goods (coffee…
Slide 13: Optimizing Influencer marketing with AI technologies
Optimizing Influencer marketing with AI technologies AI-powered solution to select best influencers ▪ Automating social content analysis using AI to identify trends and consumer needs in real time ▪ Replacing manual processes with scalable, data-driven insights ▪ Enabling faster decisions, better ta
Slide 14: Exploring digital twins in a key market: China
Exploring digital twins in a key market: China Creation of Synthetic Consumer ▪ Built on real consumer-authorized data replicating personality traits and behavioral logic, accessible 24/7 ▪ First digital twin-based insight application deployed in China for a CPG client This technology answers some c
Slide 15: Outlook 2026
OUTLOOK 2026
Slide 16: Middle East conflict: a key watchpoint
Middle East conflict: a key watchpoint ▪ Impact at Ipsos Slowdown in the Middle East for Ipsos in March Limited observed consequences outside the region No significant impact on Group’s full year outlook at this stage The situation remains highly volatile, being closely monitored internally 16
Slide 17: Further acceleration expected
Further acceleration expected Capitalizing on the positive order book momentum Building up on the rollout of Horizons initiatives, with double-digit growth with GMS Converting a well-oriented pipeline, backed by positive business reviews with market leaders 17
Slide 18: Outlook 2026 is confirmed
Outlook 2026 is confirmed ORGANIC GROWTH: OPERATING PROFIT: 2 to 3% Equivalent to 2025 18
Slide 19: Agenda
Agenda General Meeting 20 May 2026 of shareholders First-Half 23 July 2026 results 19
Slide 20: Thank you
THANK NK YOU