Full Year 2025 Teleperformance SE Earnings Call Transcript
Key Points
- Teleperformance SE (TLPFF) reported solid financial results for 2025, achieving over EUR10 billion in net revenue and a like-for-like growth of 1.3%, excluding hyperinflation effects.
- The company delivered an EBITDA of almost EUR1.5 billion with a margin of 14.8%, translating into a healthy net free cash flow of over EUR900 million.
- Teleperformance SE (TLPFF) announced a dividend increase from EUR4.20 to EUR4.50 per share, reflecting confidence in its financial stability.
- The company is implementing a comprehensive strategic portfolio review, including potential divestitures and M&A, under the leadership of the new CEO, Jorge Amar.
- Teleperformance SE (TLPFF) is actively leveraging AI to drive efficiency and growth, with over 500 AI projects launched and expected savings of over EUR100 million in 2026.
- The company anticipates a challenging start to 2026, with Q1 revenue expected to be below the annual guidance range of 0% to 2% growth.
- Teleperformance SE (TLPFF) faced a decline in its Specialized Services division, with a reported like-for-like growth of minus 9% due to non-renewal of significant contracts.
- The company is experiencing a decrease in Trust & Safety revenue, attributed to increased automation and AI improvements by clients.
- Currency fluctuations, particularly the weak US dollar, negatively impacted reported revenue and EBITDA margins.
- The company expects net free cash flow generation in 2026 to be slightly below 2025 levels due to a strong euro and restructuring costs.
Welcome to TP 2025 Annual Results Conference Call. (Operator Instructions) Now I will hand the conference over to Thomas Mackenbrock, Deputy CEO. Please go ahead.
Good evening, everybody, and welcome to our 2025 results presentation. And as you have probably seen, we have a lot of news to share. As always, with me in the room is Olivier Rigaudy, my dear colleague and CFO of the group. And we have a special guest today, Jorge Amar, our incoming new CEO for the group who will present and introduce himself later today. But let's first have a look at the agenda for today's call and what we will cover in the next 50, 60 minutes or so.
First, I will give you an update on the key highlights of 2025, provide a strategy update of where we stand today with the implementation of our future forward plan and an outlook for the future. Olivier, as always, will cover in detail the financial results. And at the end, we have ample space for Q&A. Let's look at
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