Econocom Group Se Class D · EURONEXT:ECONB
Econocom Group Se Class D — Q3 2026 Earnings Presentation
20 slides from Econocom Group Se Class D's earnings presentation, Oct 20, 2026
Slide 1: Analysts and Investors Presentation
Analysts and Investors Presentation 20 October 2026
Slide 2: Welcome
Welcome
Slide 3: Agenda
01 K ey takeaways 02 Strategic update AGENDA 03 Q3 2026 revenue 04 Conclusion
Slide 4: Key takeaways
Key takeaways Angel Benguigui Chief Executive Officer
Slide 5: Gradual recovery in a challenging environment
Gradual recovery in a challenging environment Continuation Return to growth Portfolio of Group in Q3 (+5%) effect transformation Strengthening of the -1.0% Confirmed momentum Group’s governance total growth in P&S, offsetting YTD -September -26 Focus on margin and debt decrease in TMF Econocom – Q3
Slide 6: Strengthening of the Group's governance
Strengthening of the Group’s governance Managing Managing Director Business Director Products Development & & Services France Strategic Plan Managing Country Manager Director UK & Ireland Group Tech & Security Joined the Group Joined the Group in 2018 in 2013 Israel Garcia Quentin Bouchard Appointed
Slide 7: Strategic update
Strategic Strategic update update Israel Garcia Quentin Bouchard Managing Director Managing Director BDS, Country Manager Products and Services UK, IRL FR, Group Tech & Security
Slide 8: Audiovisual: a growing market, led by Econocom in Europe
Audiovisual: a growing market, led by Econocom in Europe Meeting rooms, digital Signage, control rooms , etc. are becoming smarter with AI and converging with IT The market What Econocom brings 4% -7% CAGR* #1 750 + 4,000 + AV integrator, Europe AV specialists projects a year Total professional AV m
Slide 9: AI: an engine of growth for Econocom
AI: an engine of growth for Econocom Present across equipment, infrastructure, services and financing, Econocom captures AI value in each business A new IT investment Managed Services A more efficient Enlarged market 1 cycle 2 Financing (TMF) 3 move to AI adoption 4 Econocom Products & Solutions Ser
Slide 10: Infrastructure: a growing market for Econocom
Infrastructure: a growing market for Econocom AI, hybrid cloud and data growth are accelerating infrastructure demand, while digital sovereignty is reinforcing the need for secure, resilient and trusted IT solutions The market What Econocom brings SERVER & STORAGE >670k 1,000 + >270k ~8% CAGR server
Slide 11: Customer testimonial: financing the hyper-growth of AI infrastructure
Customer testimonial: financing the hyper -growth of AI infrastructure without stifling innovation
Slide 12: Q3 2026 revenue
Q3 2026 revenue Philippe Renauld Managing Director Finance and M&A
Slide 13: Total Revenue
5% growth in Q3, gradual recovery Total Revenue €2,117 m €2,097 m Improvement of the financial performance -1.0 % (-1.0% YTD Q3 vs. -3.7% in H1 -26) Total growth Q3 rebound despite the general economic and -2.6 % geopolitical context Organic growth Resilience thanks to portfolio effect (1) Q3 2025 Y
Slide 14: Revenue: Technology Management & Financing
Flagship Flagshipdeals deals Technology Management & Financing Challenging environment Revenue Industry Infrastructure €857 m ▪ Data centre refresh for a large Italian €698 m industrial group Penalised by lower activity vs. 2025, driven in particular by -18.6 % non -IT deals. Total growth Cautious a
Slide 15: Revenue: Products & Solutions
Flagship deals Products & Solutions Solid growth Revenue Hospitality Audiovisual ▪ Distribution of AV €1,007 m equipment & in -room €872 m TV entertainment +15.7% Total solutions as part of an growth international Solid growth confirmed, agreement + 11.1% driven by market trends in all Organic domai
Slide 16: Revenue: Services
Flagship deals Services Stable activity Public Revenue Infrastructure ▪ 7-year agreement for €388 m €392 m Design, Build, & Run for a French public +0.9 % entity Total growth +0.9% Stable pace of growth Services Organic in an evolving market growth Infrastructure ▪ 36 -month managed services contrac
Slide 17: Conclusion
Conclusion Angel Benguigui Chief Executive Officer
Slide 18: Q3 2026 takeaway
Q3 2026 takeaway Back to growth in Q3 Mixed environment Focus on margin and debt Guidance confirmed with 2 -3% growth for FY2026 Econocom – Q3 2026 results 18
Slide 19: Q&A
Q&A
Slide 20: Contact
Contact Investor and Financial Shareholder Relations Communications benjamin.pehau@econocom.com financial.communication@econocom.com Econocom – Résultats annuels 2022