Sopra Steria Group Un/Adr (SPPSY) Q2 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Thank you very much. Thank you. I also want to highlight the good performance in our consulting business. In the second quarter we experienced a third quarter of consecutive growth after 2025 which was a difficult year. 11% growth over the quarter is driven by France, Germany, the UK, Spain and Italy. So good business momentum came with some good business success. For the European Space Agency, for example, Sparta Steria and Sterion won a framework agreement covering project management Space Engineering, AI, and Data for all European sites for the agency. This highlights the complementarity between SOPA's various space expertise and the reinforced geographic footprint and the contribution from Darien. This enables us to support the full European ecosystem for ESA. In the UK, we want to contact with the SCA and that's the modernisation of its information system based on automation, artificial intelligence and leveraging data. In France, we were selected by the Ministry of the Armed Forces for the ODEM programme, so that's rolling out the future in-service support and the IT system, so this obviously positions us well We also won a major contract with Barents Watch, so this is the national maritime surveillance platform and this covers development, operation and maintenance for critical services, so for swallowing ships. and many others. We've made artificial intelligence a development priority. We're obviously convinced that it's potentially We've concentrated our efforts on three different areas, so developing authentic AI solutions that are diverse to address our customers' needs, and reinventing business process services with the launch of Lumina. and then renovation of our production methods thanks to the rollout of an internal AI backflow. So let's take a look at...