Slide 1: 2025 Third Quarter Results
2025 THIRD QUARTER RESULTS Jean Laurent Poitou, Chief Executive Officer Dan Lévy, Chief Financial Officer October 23rd, 2025 © Ipsos | 2025 Third Quarter Results
Slide 2: Opening Remarks
OPENING REMARKS Jean Laurent Poitou Chief Executive Officer © Ipsos | 2025 Third Quarter Results
Slide 3: Ipsos has strong assets to accelerate into its next phase of growth
IPSOS HAS STRONG ASSETS TO ACCELERATE INTO ITS NEXT PHASE OF GROWTH A UNIQUE POSITION AS INDEPENDENT GLOBAL REACH IN 90 MARKETS LEADER IN MARKET RESEARCH COMBINED WITH DEEP LOCAL KNOWLEDGE DIFFERENTIATED OFFERINGS ACCROSS ALL SECTORS HIGHLY-SKILLED PROFESSIONALS LEVERAGING BEST IN CLASS DATA AND MET
Slide 4: But we cannot rely only on what got us here
BUT WE CANNOT RELY ONLY ON WHAT GOT US HERE © Ipsos | 2025 Third Quarter Results 4
Slide 5: Accelerate organic growth, accelerate on tech and AI
ACCELERATE ACCELERATE ON TECH AND AI ORGANIC GROWTH WITH SPEED AND QUALITY AT THE CORE © Ipsos | 2025 Third Quarter Results 5
Slide 6: Convictions that will guide our direction
CONVICTIONS THAT WILL GUIDE OUR DIRECTION #1 #2 #3 A strong competitive A targeted and scalable A resilient model based on advantage based on the use of AI, relying on these our geographical reach, historical richness of our data, to accelerate our the wealth of our sectors data and panels developme
Slide 7: My immediate priorities
MY IMMEDIATE PRIORITIES #1 #2 #3 FINALIZE THE STAY CLOSE TO RAISE THE BAR STRATEGY THE FIELD ON EXECUTION © Ipsos | 2025 Third Quarter Results 7
Slide 8: Financial Update
FINANCIAL UPDATE Dan Lévy Chief Financial Officer © Ipsos | 2025 Third Quarter Results
Slide 9: Good performance in Q3 in a complex environment
GOOD PERFORMANCE IN Q3 IN A COMPLEX ENVIRONMENT 9 MONTHS 2025 Q3 REVENUE € 1,791M € 636M Total Growth +3.6% +7.6% Organic Growth +0.7% +2.9% FX -2.0% -3.8% Scope 4.9% +8.5% 9 © Ipsos | 2025 Third Quarter Results 9
Slide 10: Return to growth in the U.S.
RETURN TO GROWTH IN THE U.S. ORGANIC GROWTH 9 months +3% organic growth since the beginning of 2025 excluding Public Affairs Improvement in the Pharma sector Good performance with CPG clients +0.9% The political context (DOGE, shutdown…) continues to impact our Public Affairs business: -15% organic
Slide 11: Growth improvement across all regions in Q3
GROWTH IMPROVEMENT ACROSS ALL REGIONS IN Q3 REVENUE GROWTH In millions € 9 months 2025 Total Organic of which Q1 of which Q2 of which Q3 EMEA 872.8 10.0% 1.6% -0.3% 1.8% 3.2% Americas 630.3 -1.3% 1.2% -1.7% 0.6% 4.3% Asia-Pacific 287.9 -3.3% -3.0% -6.0% -2.3% -1.0% Total 1,791.0 3.6% 0.7% -1.8% 0.7%
Slide 12: Good performance across most audiences, held back by Public Affairs business
GOOD PERFORMANCE ACROSS MOST AUDIENCES, HELD BACK BY PUBLIC AFFAIRS BUSINESS REVENUE GROWTH In millions € 9 months 2025 Total Organic of which Q1 of which Q2 of which Q3 Consumers1 881.5 2.8% 2.0% -0.6% 1.6% 4.9% Clients & employees2 360.0 3.5% 2.0% 0.5% 2.7% 2.9% Citizens3 285.3 5.1% -9.2% -14.2% -
Slide 13: Continued momentum on Ipsos.Digital
CONTINUED MOMENTUM ON IPSOS.DIGITAL 9 months 2025 2025 TARGET GROWTH 28% REVENUE c. 140m€ PROFITABILITY vs Group profitability x2 Half-Year © Ipsos | 2025 ThirdResults Quarter2025 Results 13
Slide 14: Outlook 2025
OUTLOOK 2025 ORGANIC GROWTH OPERATING MARGIN ~0.7% ~13% at constant scope © Ipsos | 2025 Half-Year ThirdResults Quarter2025 Results 14
Slide 15: Thank you
THANK YOU NEXT EVENTS Q&A SESSION INVESTOR DAY Dial-in phone numbers: 22.01.26 France: +33 1 70 91 87 04 UK: +44 1 21 281 8004 2025 ANNUAL RESULTS US: +1 718 705 8796 25.02.26 Password: Ipsos © Ipsos | 2025 Half-Year ThirdResults Quarter2025 Results 15