Sodexo S/Adr (SDXAY) Q1 2026 Earnings Call

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Replay transcript excerpt

WEBVTT 00:00:00.031 -- 00:00:04.655 Good morning, everyone. Welcome to our Q1 fiscal 2026 00:00:04.798 -- 00:00:09.444 revenue call. On the call today is Sébastien Dutramazur, our CFO, to take us through 00:00:09.444 -- 00:00:11.564 the presentation. 00:00:11.607 -- 00:00:15.172 After Sébastien's remark, we will open the line to take your questions. 00:00:15.172 -- 00:00:19.017 We'll ask you to please limit yourself to two questions and one follow-up. 00:00:19.017 -- 00:00:23.283 Please get back to the IR team if you have any further questions after the call. 00:00:23.283 -- 00:00:25.746 With that, I'll now hand over to Sébastien. 00:00:25.746 -- 00:00:28.415 Thank you, Juliette. And good morning, everyone. 00:00:28.415 -- 00:00:34.659 I wish you all a very happy, healthy, and successful 2026. 00:00:34.682 -- 00:00:39.887 And thank you for joining us today. So I will start this call with a brief look 00:00:39.887 -- 00:00:45.173 at our first quarter performance before I touch on our operational priorities 00:00:45.173 -- 00:00:50.800 and our outlook for the year. And then I will be happy to take your questions. 00:00:50.800 -- 00:00:56.372 So in the first quarter of fiscal 2026, So Nexo delivered revenue of 6.3 00:00:56.372 -- 00:01:02.019 billion euros, and this is broadly in line with our expectation. 00:01:02.019 -- 00:01:05.461 Organic revenue growth was 1.8%, 00:01:05.624 -- 00:01:09.709 while reported revenue were impacted by a negative 00:01:09.709 -- 00:01:15.056 4% currency effect, with a negligible contribution from acquisitions 00:01:15.056 -- 00:01:17.196 and disposal. 00:01:17.659 -- 00:01:20.980 So looking now at our performance by geography. 00:01:20.980 -- 00:01:25.364 In North America, organic growth was minus 1.5%. 00:01:25.364 -- 00:01:30.589 This ...