Ipsos (IPSOF) Q2 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

And thank you for attending this presentation of the half-year results. We'll tell you about our main figures and achievements for the half-year, as well as the ramp-up of some of the initiatives taken as part of the Horizon Program and then the outlook for the rest of the year. We will take a look at some of the key figures. Olivier Champourlier, CFO, will give you more details about that. Then we'll move on to recent developments with the Horizon Program and then the outlook for 2026. And so let's start with the main lessons learned from this half year on revenue for Q2 standards, 615 million euros so that's a total growth of 4.9% compared with minus 2.4% in Q1 of last year and then if we look at organic growth I don't know if you attended previous sessions but that is indeed the main criterion that and makes all the difference the differentiating factors are service compared to others is organic growth in 3% to be compared with minus 1.4% in Q1 and so this we are returning to growth but which is noteworthy and Olivier will tell you more about that if you look at all three geographical areas the Americas, the NBA and Asia Pacific and indeed In the four main audiences, we are growing on all four fronts, and that's the first time since Edison has been here, at least since 2023. But anyway, if you look at the numbers, so revenue standards, 1.1 billion, so that's 1.3% up. including 0.8% of organic growth. So this means throughout the first half year we've been growing organically. If you look at sales, new orders, most of which will be performed this year, they were up 1.6% compared to Q2 of last year. And so if you combine that with Q1, which was up 1% compared to 2025, we're looking at a growth in our order book for 2026. Our order book is up 1.2% compared to the sam...