Sodexo S/Adr (SDXAY) Q4 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

Good morning. Thank you for standing by and welcome to the Sodexo fiscal year 2025 results call. I advise you that this conference is being recorded today, Thursday, October 23rd, 2025. I would like to hand the conference over to the Sodexo team. Please go ahead. Good morning, everyone. Welcome to our fiscal 2025 results calls. I'm here with Sophie Bellon and Sébastien de Tramasur. They'll go through the presentation and then take your questions. We ask you to please limit yourself to two questions and one follow-up. The slides and the press release are available on FedEx2.com, and you'll be able to access this webcast on our website for the next 12 months. Please get back to the IR team if you have any further questions after the call. I remind you that our Q1 fiscal 2026 revenues announcement will be on Thursday, January 8. With that, I now hand over to Sophie. Good morning, everyone, and thank you for joining us today. We spoke to you a couple of weeks ago regarding our governance changes, and today we are going to cover our fiscal year 25 results and our priorities and outlook for 2026. Just on the slide here, a brief summary of what we're going to cover today. When I became a CEO in 2022, our priorities were clear. Reposition Sodexo as a pure-play food and services company and simplify the organization. Over the past three years, we've made solid progress, streamlining the portfolio, refocusing on food, accelerating key investments, and strengthening client relationships. These were essential steps to build a strong foundation for sustainable growth. In financial year 2025, Results came in line with revised guidance, reflecting both operational and commercial challenges. We are actively addressing these with targeted action plans in commercial and in U.S. univer...