Sopra Steria Group Sa · EURONEXT:SOP
Sopra Steria Group Sa — Kepler Cheuvreux Autumn Conference 2025
9 slides from Sopra Steria Group Sa's conference presentation, Sep 11, 2025
Slide 1: Kepler Cheuvreux Autumn Conference
Kepler Cheuvreux Autumn Conference Paris, 11 September 2025
Slide 2: Disclaimer
Disclaimer This presentation contains forward-looking information subject to certain risks and uncertainties that may affect the Group’s future growth and financial results. Readers are reminded that licence agreements, which often represent investments for clients, are signed in greater numbers in
Slide 3: Focused positioning
Focused positioning 26% 22% 20% 85% 9% 6% Public Aeronautics, Space, Financial Services & Digital Services Consulting Solutions Sector Defence & Security Insurance 68% Group revenue o/w: Recurring revenue ~40% 6% France More than €1 billion in revenue in the defence, 7% United Kingdom security and s
Slide 4: Leader in defence & digital security
Leader in defence & digital security Among the top 10 leaders in France’s DTIB (1) – Major player in the EU’s EDTIB (1) Critical systems Manufacturers €525m €160m 1% 12% Public Security & Identity Airbus D&S Dassault Naval Group KNDS Aviation Command & Control Thales MBDA Kongsberg 41% Safran 12% Cy
Slide 5: Improved trends in Q2
Improved trends in Q2 Organic change in quarterly revenue compared to 2024 • Sequential stabilisation in Initial aeronautics since Q4 2024; year- guidance Q1 2025 Q2 2025 on-year base effect becoming Q1 2025 reported reported more favourable starting in Q3 2025 • Start of the NS&I contract in the Un
Slide 6: Confirmation of 2025 full-year financial targets
Confirmation of 2025 full-year financial targets Organic revenue growth Operating margin on Free cash flow (as % of revenue) business activity (as % of revenue) Between Between Between -2.5% and +0.5% 9.3% and 9.8% 5% and 7% including a dilutive effect arising from higher social security contributio
Slide 7: 2028 Plan
2028 Plan Europe Business mix Positioning Higher added-value A European leader in digital services A credible European alternative to 4 Strategic sectors Consulting ≥12% global operators of Rev. Public Sector Decision to focus on offering high value-added offers Technology mix Higher added-value Fin
Slide 8: Targets for 2026-2028
Targets for 2026-2028 10% to 11% Organic growth Operating margin 2 to 5 annual post-2025 % % External growth Free cash flow (% of revenue) 5% to 7% ~ € bn 1 RoCE before tax c. 20% 8 Kepler Cheuvreux Autumn Conference 2025
Slide 9: Q&A
Q&A
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