Havas Nv · EURONEXT:HAVAS
Havas Nv — Q3 2026 Earnings Presentation
24 slides from Havas Nv's earnings presentation, Oct 14, 2026
Slide 1: Q3 2026 Revenue
Q3 2026 REVENUE François Laroze, CFO & COO Analyst Presentation – October 14, 2026 1
Slide 2: Disclaimer
DISCLAIMER IMPORTANT LEGAL INFORMATION AND CAUTIONARY STATEMENTS CONCERNING FORWARD-LOOKING STATEMENTS AND NON-IFRS FINANCIAL MEASURES Certain statements contained herein may be forward-looking statements including, but not limited to, statements that are predictions of or indicate plans, strategies
Slide 3: Agenda
AGENDA 01 02 03 OUTLOOK & Q3/9M 2026 Q3 2026 FULL-YEAR 2026 PERFORMANCE BUSINESS HIGHLIGHTS GUIDANCE - 2026 Q3 Revenue 3
Slide 4: Q3/9M 2026 Performance
Q3/9M 2026 PERFORMANCE - Q3 2026 Revenue 4
Slide 5: Q3 2026 Net Revenue Growth Breakdown
1 A Q3 2026 NET REVENUE STRONG ORGANIC GROWTH + 2 .4 % +3 . 2% +1 . 6% OR G A N I C G R O W T H SC O P E F O R E IG N EX C H AN G E (+ 3.8% in Q3 2025) €703M +7.2 % T OT AL GROWT H Rounded figures, based on single decimal growth rates. - Q3 2026 Revenue Unaudited figures – See details in the Appendi
Slide 6: Q3 2026 Growth & Revenue by Region
1 B Q3 2026 GROWTH & REVENUE BY REGION* +1.7% Organic Growth (%) Net Revenue (€m) 349 +7.5% 246 +2.4% -6.7% Europe 703 62 North America Asia Pacific and Africa -4.3% 46 Latin America Havas All variation are compared to the same period 2025. Unaudited figures Rounded figures, based on single decimal
Slide 7: 9M 2026 Net Revenue Growth Breakdown
2 A 9M 2026 NET REVENUE GROWTH BREAKDOWN +2 . 5% +2 . 5% -1.9% OR G A N I C G R O W T H SC O P E F O R E IG N EX C H AN G E (+2.8% in 9M 2025) €2,065M +3. 1% T OT AL GROWT H Rounded figures, based on single decimal growth rates. - Q3 2026 Revenue Unaudited figures – See details in the Appendix See f
Slide 8: 9M 2026 Growth & Revenue by Region
2 B 9M 2026 GROWTH & REVENUE BY REGION* +1.0% Organic Growth (%) Net Revenue (€m) 1 038 +7.1% 721 +2.5% -5,5% Europe 2 065 170 North America Asia Pacific and Africa +1.0% 136 Latin America Havas All variation are compared to the same period 2025. Unaudited figures Rounded figures, based on single de
Slide 9: Q3 2026 Business Highlights
Q3 2026 BUSINESS HIGHLIGHTS - Q3 2026 Revenue 9
Slide 10: Trusted Partnerships & Recognized Excellence
1 TRUSTED PARTNERSHIPS & RECOGNIZED EXCELLENCE WORK IN ACTION SELECTED CLIENT WINS (non-exhaustive) RECENT INDUSTRY AWARDS (non-exhaustive) Havas Media Network Havas Creative Network In Europe/Spain Havas Health Network 28 D&AD In Europe/UK In North America including a Black Pencil and the title of
Slide 11: A Very Dynamic M&A Bolt-On Strategy
2 ~ 5 to 10 ~ €40m to €50m Higher A VERY DYNAMIC acquired companies* of acquired net revenue Profitability** M&A BOLT-ON STRATEGY on average per year per year** than Group level Since the beginning of 2026, 8 acquisitions (majority stakes), of which 4 into Havas Play offering and 2 into H/Advisors o
Slide 12: Outlook & Full-Year 2026 Guidance
OUTLOOK & FULL-YEAR 2026 GUIDANCE - Q3 2026 Revenue 12
Slide 13: Robust Financial Roadmap
1 ROBUST FINANCIAL ROADMAP • Unleashing the full • Intensifying Cross-Selling • Talent working together in a collective intelligence 1 Organic growth potential of Converged.AI and Vermeer.AI • Expanding Havas Play, H/advisors, Havas Market, Gate • For delivering the best of • to support New Business
Slide 14: Guidance Confirmed
2 GUIDANCE CONFIRMED GUI DAN CE FOR 2026 UNCHANGED NET REVENUE ORG ANIC ADJ UST ED EB IT MARGI N PA Y-OUT RATIO GRO WT H 13.2% to 13.5% around 40% +2.0% to +3.0% [+30BPS TO +60BPS] MID-TERM GU IDA NCE FOR 2028 UNCHANGED ADJ UST ED EB IT MARGI N PA Y-OUT RATIO 14.0% to 15.0% around 40% - Q3 2026 Reve
Slide 15: Q&A
Q&A - Q3 2026 Revenue 15
Slide 16: Thank You
THANK YOU - Q3 2026 Revenue 16
Slide 17: Appendix
APPENDIX - Q3 2026 Revenue 17
Slide 18: Other Information
1 OTHER INFORMATION SHARE BUYBACK & FINANCIAL LIQUIDITY PRO GRAM INVESTMENTS • Liquidity program • Louis Hachette Group shares. As of October 1, 2026, Havas announces that it has initiated a program to From July 1, 2026, to September 29, 2026, around 5.3 million Louis support the liquidity of Havas’
Slide 19: Q3 2026 Revenue & Net Revenue Detailed Figures
2 Q3 2026 REVENUE & NET REVENUE DETAILED FIGURES Q3 Q23 % change % change % change in millions of euros at constant 2026 2025 as reported exchange rates organic growth Revenue 681 724 +6.3% +4.8% +1.7% Net revenue 656 703 +7.2% +5.7% +2.4% Europe 349 325 +7.3% +7.0% +1.7% North America 246 223 +10.1
Slide 20: 9M 2026 Revenue & Net Revenue Detailed Figures
3 9M 2026 REVENUE & NET REVENUE DETAILED FIGURES 9M 9M % change % change % change in millions of euros at constant 2026 2025 as reported exchange rates organic growth Revenue 2,089 2,140 +2.4% +4.3% +1.8% Net revenue 2,002 2,065 +3.1% +5.1% +2.5% Europe 1,038 994 +4.4% +5.1% +1.0% North America 721
Slide 21: Organic Growth & Forex Impact
4 ORGANIC GROWTH & FOREX IMPACT Organic growth 9M 2026 Foreign exchange rate impact at September 30, 2026 (in millions of euros) Q1 Q2 Q3 9M (in millions of euros) Q1 Q2 Q3 9M 2026 2026 2026 2026 2026 2026 2026 2026 2025 net revenue 649 697 656 2,002 USD (2) -25.9 -7.6 +2.7 -30.8 Foreign exchange ra
Slide 22: 2026 Quarters: Q1, Q2, Q3 & 9M Net Revenue
5 2026 QUARTERS* Q1,Q2,Q3 & 9M Net revenue Q1 2026 Q2 2026 H1 2026 Q3 2026 9M 2026 In €m 638 724 1,362 703 2,065 % total growth -1.6% +3.8% +1.2% +7,2% +3.1% % organic growth +2.5% +2.5% +2.5% +2,4% +2.5% % 2025 organic growth +2.1% +2.6% +2.3% +3,8% +2.8% % scope +1.7% +2.5% +2.1% +3.2% +2.5% % for
Slide 23: Financial Glossary
6 FINANCIAL GLOSSARY Adjusted EBIT represents net income excluding income taxes, interest, other financial income and expenses, goodwill impairment, earn-out adjustments Adjusted EBIT and restructuring charges Adjusted EBIT margin Ratio as a % of (Adjusted EBIT) / (Net revenue) bps Basis points Targ
Slide 24: Growth, Powered by Desire
tel J\\/D\S GROWTH, POWERED BY DESIRE.