Wavestone Sa · EURONEXT:WAVE

Wavestone Sa — H1 2026/27 Earnings Presentation

10 slides from Wavestone Sa's earnings presentation, Oct 29, 2026

  1. Slide 1: H1 2026/27 revenue

    H1 2026/27 revenue Videoconference | October 29, 2026

  2. Slide 2: Speakers

    Speakers Pascal Imbert Laurent Stoupy Karsten Höppner CEO CFO Deputy CEO © WAVESTONE | 2

  3. Slide 3: H1 2026/27 revenue at €457.2m

    H1 2026/27 revenue at €457.2m Change at Revenue in €m 2026/27 2025/26 Total change constant scope unaudited data consolidated consolidated and forex basis1 Q1 227.0 231.5 -2% -2% Q2 230.2 226.4 +2% +1% H1 457.2 458.1 0% -1% 1 excluding Wivoo (consolidated since June 1, 2025), AI Builders (consolidat

  4. Slide 4: Consultant utilization rate at 72%; average daily rate of €923

    Consultant utilization rate at 72%; average daily rate of €923 H1 2026/27* FY 2025/26 (6 months) (12 months) after a low point in Q1 (71%), consultant utilization rate Consultant utilization rate 72% 72% improved gradually throughout Q2 down -1.6% compared with the 2025/26 fiscal year, with 2/3 of t

  5. Slide 5: Two targeted acquisitions fully aligned with Lead the shift

    Two targeted acquisitions fully aligned with Lead the shift AI Builders, a leading French AI & data strategy Sand Cherry, a US business consulting firm based in consulting firm Denver, specializing in enterprise transformation • supports senior executives at tier-1 clients in defining, • long-standi

  6. Slide 6: H2 2026/27: restoring operational momentum

    H2 2026/27: restoring operational momentum • A demanding market context – continued economic uncertainty keeps clients cautious about consulting spending – at the same time, rapid shift in investments towards AI, at the expense of other areas • Wavestone significantly impacted, particularly in its G

  7. Slide 7: H1 2026/27 recurring operating margin expected at 9.1%; FY financial targets confirmed

    H1 2026/27 recurring operating margin expected at 9.1%; FY financial targets confirmed • H1 recurring operating margin to stand at around 9.1% – usual seasonality of the firm’s business… – … accentuated by higher overhead costs related to the launch of Lead the shift • Confirmation of the 2026/27 ad

  8. Slide 8: Questions & Answers

    H1 2026/27 revenue QUESTIONS & ANSWERS MICROSOFT TEAMS Use 'Raise hand' button | Unmute your microphone © WAVESTONE | 8

  9. Slide 9: Financial agenda

    Financial agenda 2026/27 Q3 revenue (after stock market closing) Dec 2, Feb 1, Apr 29, 2026 2027 2027 2026/27 2026/27 H1 results Annual revenue (after stock market closing) (after stock market closing) © WAVESTONE | 9

  10. Slide 10: Slide 10

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