Slide 1: Q1 2026 Revenue
Q1 2026 REVENUE 14 April 2026 ig PuBLICIS
Slide 2: Q1 2026 Highlights & FY 2026 Outlook
Q1 2026 HIGHLIGHTS & FY 2026 OUTLOOK FINANCIAL REVIEW STRATEGIC UPDATE Q&A
Slide 3: Disclaimer
DISCLAIMER Certain information contained in this document, other than historical information, may constitute forward - looking statements or unaudited financial forecasts . These forward - looking statements and forecasts are subject to risks and uncertainties that could cause actual results to diff
Slide 4: Key Highlights from Q1'26: Continued Resilience Confirmation
3 KEY HIGHLIGHTS FROM Q1’26 1 2 3 Continued Resilience Confirmation outperformance of our model of FY’26 guidance on all metrics +6.4% Slight acceleration revenue organic growth in Q2 organic growth Built to perform even in Confident in delivering +4.5% deteriorating geopolitical context industry -
Slide 5: Unmatched Track Record on Organic Growth
UNMATCHED TRACK RECORD ON ORGANIC GROWTH +6.4% +4.5% Further widening Q1’26 revenue Q1’26 net revenue gap with peers organic growth organic growth Outperforming by Strong momentum and Mid - point of FY guidance, 790bps 1 in Q1’26 capturing disproportionate in line with expectations market share vs.
Slide 6: Model Built to Perform Well Even as Macro Uncertainties Increase
MODEL BUILT TO PERFORM WELL EVEN AS MACRO UNCERTAINTIES INCREASE AI - powered marketing services Transformational capex projects (data, media, creative, commerce, CRM and production) (technology) 86% of net revenue 14% of net revenue Connected Media Slightly negative +7.6% +5.6% up high - single dig
Slide 7: Solid Growth in All Key Regions
SOLID GROWTH IN ALL KEY REGIONS U.S. Europe Asia Pacific MEA 59% of net revenue 24% of net revenue 8% of net revenue 3% of net revenue +4.7% + 3.9 % + 5.9 % - 5.1% Q1 organic growth Q1 organic growth Q1 organic growth Q1 organic growth 7-year Q1 CAGR of +4.7% 7
Slide 8: Providing Visibility: Confirming FY 2026 Guidance
PROVIDING VISIBILITY CONFIRMING FY 2026 GUIDANCE FY’26 net revenue organic growth +4% to +5% Rock solid floor supported by: ✓ 200bps new business tailwind ✓ Strong client retention rate ✓ Continued growth across client base Slight sequential acceleration expected in Q2’26 Operating margin rate Free
Slide 9: Financial Review
Q1 2026 HIGHLIGHTS & FY 2026 OUTLOOK FINANCIAL REVIEW STRATEGIC UPDATE Q&A PuBLICIS
Slide 10: Q1 Net Revenue
Q1 NET REVENUE (EUR million) 2026 revenue 4,191 2025 revenue 4,161 Organic growth 1 +6.4% 2026 net revenue 3,460 2025 net revenue 3,535 Organic growth 1 +4.5% FX impact 2 -7.6% M&A impact 2 +1.3% Reported growth - 2.1% 1. See definitions in Appendix. 2. As a % of 2025 net revenue 10
Slide 11: Q1 2026 Net Revenue by Geography
Q1 2026 NET REVENUE BY GEOGRAPHY 2026 Organic (EUR million) Q1 2026 Q1 2025 vs. 2025 growth North America 2,145 2,235 - 4.0% +4.7% Europe 837 827 +1.2% +3.9% Asia Pacific 286 286 +0.0% +5.9% Latin America 99 84 +17.9% +13.3% Middle East & Africa 93 103 - 9.7% - 5.1% Total 3,460 3,535 - 2.1% +4.5% 11
Slide 12: Q1 2026 Performance – North America
Q1 2026 PERFORMANCE – NORTH AMERICA Organic (EUR million) Q1 2026 Q1 2025 growth North America 2,145 2,235 +4.7% U.S. • 59% of Groupe net revenue • Organic growth: +4.7% • Connected Media at mid - single digit growth • Intelligent Creativity at mid - single digit growth • Technology at low - single
Slide 13: Q1 2026 Performance – Europe
Q1 2026 PERFORMANCE - EUROPE Organic (EUR million) Q1 2026 Q1 2025 growth Europe 837 827 +3.9% UK France Germany Central & Eastern Europe • 9% of Groupe net revenue • 5% of Groupe net revenue • 3% of Groupe net revenue • 2% of Groupe net revenue • Organic growth: +6.2% • Organic growth: +1.6% • Orga
Slide 14: Q1 2026 Performance – Rest of World
Q1 2026 PERFORMANCE – REST OF WORLD Organic (EUR million) Q1 2026 Q1 2025 growth Asia Pacific 286 286 +5.9% Latin America 99 84 +13.3% Middle East & Africa 93 103 - 5.1% Asia Pacific Latin America Middle East & Africa • 8% of Groupe net revenue • 3% of Groupe net revenue • 3% of Groupe net revenue •
Slide 15: Net Financial Debt
NET FINANCIAL DEBT (EUR million) Q1 2026 FY 2025 Q1 2025 Net financial debt, at end of period 1,156 (548) 728 Net financial debt, average (LTM) 1,035 971 672 15
Slide 16: Strategic Update
Q1 2026 HIGHLIGHTS & FY 2026 OUTLOOK FINANCIAL REVIEW STRATEGIC UPDATE Q&A PuBLICIS
Slide 17: 3 Key Reasons for Our Confidence
SUSTAINING A TRAJECTORY OF OUTPERFORMANCE 3 key reasons for our confidence in delivering our objectives & continuing to outperform in 2026 and beyond 17
Slide 18: We Are 100% Focused on Clients
WE ARE 100% FOCUSED ON CLIENTS Our transformation is behind us #1 in new business wins FY’25 net new business media billings ($bn) 1 Significant 1 investments in data and technology Winning c. 6x more than the closest peer Elimination of silos 2 to integrate capabilities at country level First - mov
Slide 19: We Are 100% Focused on Clients: #1 in the U.S.
WE ARE 100% FOCUSED ON CLIENTS Our transformation is behind us Cementing our #1 position in the U.S. U.S. media billings 1 Significant 1 investments in data and technology $15bn $17bn $17bn $ 14bn Elimination of silos $32bn 2 to integrate capabilities at country level $ 11bn $ 16bn $ 18bn $34bn $24b
Slide 20: We Are 100% Focused on Clients: Becoming #1 in China
WE ARE 100% FOCUSED ON CLIENTS Our transformation is behind us Becoming #1 in China China media billings Significant 1 investments in data and technology $ 0.4 bn $ 0.3 bn $ 2.8 bn $3.5bn $ 2.4 bn Elimination of silos $6.0bn 2 to integrate capabilities at country level $7.5bn $7.4bn $6.7bn $4.8bn $5
Slide 21: We Are Expanding Our Addressable Market
WE ARE EXPANDING OUR ADDRESSABLE MARKET WITH FEWER COMPETITORS Fewer scaled global players Publicis expanding addressable market Bolt - on acquisitions in high - growth segments From 6 players in 2020 +20% net revenue organic growth in 2025 Enhancing EPS growth ... to 3 players today Industry’s stro
Slide 22: AI Is a Structural Tailwind
AI IS A STRUCTURAL TAILWIND Since GenAI emerged 3 years ago Since the launch of our AI platform Marcel in 2017 Net revenue EBITDA ✓ Automation Gap with peers ✓ Rebalanced offering €3.2bn widened through ✓ Agentification client retention and x1.9 new business +270 bps +18% €1.7bn margin improvement F
Slide 23: Building the Future of Agentic Marketing Transformation
BUILDING THE FUTURE OF AGENTIC MARKETING TRANSFORMATION I am pleased to share that Microsoft and Publicis Groupe are expanding our strategic partnership to help businesses lead with agentic AI . Marketing teams are under pressure to move faster , personalize at scale , and clearly connect investment
Slide 24: All the Conditions to Sustain Our Performance
ALL THE CONDITIONS TO SUSTAIN OUR PERFORMANCE 100% of our focus on clients Expanding addressable market in a shrinking competitive landscape AI as a structural tailwind Confident in delivering on 2026 - 2028 objectives +6% to +7% p.a. +7% to +9% p.a. net revenue growth 1 EPS growth 1 1. At constant
Slide 25: Conclusion
CONCLUSION 20 th consecutive Confident in 100% focused on quarter of industry delivering FY’26 1 clients outperformance guidance +6.4% revenue organic growth +4% to +5% net organic growth +4.5% net revenue organic growth Operating margin slightly above 18.2% Free cash flow c. €2.1 billion ² Putting
Slide 26: Q&A
Q1 2026 HIGHLIGHTS & FY 2026 OUTLOOK FINANCIAL REVIEW STRATEGIC UPDATE Q&A PuBLICIS
Slide 27: Appendix
APPENDIX PuBLICIS
Slide 28: Net Revenue & Organic Growth Calculation
NET REVENUE & ORGANIC GROWTH CALCULATION (EUR million) Q1 2025 net revenue 3,535 2026 currency impact Currency impact (2) (268) (EUR million) Q1 2025 net revenue at 2026 exchange rate (a) 3,267 (2) GBP (12) USD (2) (218) 2026 net revenue before impact of acquisitions (b) 3,414 Net revenue from acqui
Slide 29: Q1 2026 Performance by Industry
Q1 2026 PERFORMANCE BY INDUSTRY Net revenue growth per client industry (1) Others (2) Energy & Manufacturing Healthcare 8% +1.4% +11.2% 15% Public Sector & Others 3% +5.0% 3% Leisure & Travel +8.5% 4% Automotive Retail 8% 13% +6.0% +2.6% 9% Non - Food Consumer +0.9% 13% Financial 11% +7.5% TMT 13% +
Slide 30: Gross Debt as of March 31, 2026
GROSS DEBT AS OF MARCH 31, 2026 Breakdown by maturity April 2026 - April 2027 - April 2028 - April 2029 - April 2030 (EUR million) Total March 2027 March 2028 March 2029 March 2030 onwards Eurobond 2028 (1) (2) 752 – – 752 – – Eurobond 2031 (1) (2) 770 – – – – 770 Eurobond 2029 (3) 597 – – – 597 – E
Slide 31: Net Debt as of March 31, 2026
NET DEBT AS OF MARCH 31, 2026 Breakdown by currency (EUR million) Total EUR USD GBP Others Eurobond 2028 (1) (2) 752 – 752 – – Eurobond 2031 (1) (2) 770 – 770 – – Eurobond 2029 (3) 597 597 – – – Eurobond 2032 (3) 646 646 – – – Earn - out / Buy - out 677 31 561 2 83 Other debt (1) 84 25 49 2 8 Cash &
Slide 32: Liquidity as of March 31, 2026
LIQUIDITY AS OF MARCH 31, 2026 March 31, 2026 March 31, 2025 Facility (EUR million) amount Drawn Available Available 5 -year syndicated facility (Club Deal) (1) 2,000 – 2,000 2,000 Total Committed Facilities 2,000 – 2,000 2,000 Cash and Marketable Securities 2,370 2,216 Total liquidity 4,370 4,216 1
Slide 33: Definitions
DEFINITIONS Net revenue : Revenue less pass - through costs which comprise amount paid to external suppliers engaged to perform a project and charged directly to clients . These costs are mainly production and media costs, and out of pocket expenses . Organic growth on revenue : Change in revenue ex
Slide 34: Contact
CONTACT Press Amy Hadfield, Director of Global Communications | Email . amy .hadfield@publicisgroupe .com Investor Relations Jean - Michel Bonamy, Deputy CFO - Investor Relations | Email . jean - michel .bonamy@publicisgroupe .com Carla Foucaud | Email . carla .foucaud@publicisgroupe .com Download t