Half Year 2026 Planisware SA Earnings Call Transcript

Jul 30, 2026 / 06:00 AM GMT

Release Date Price: €22.65 (+1.12%)

Transcript

Key Points

Positve

Revenue growth accelerated for the fourth consecutive quarter, with Q2 2026 up 16% in constant currency.
Adjusted EBITDA margin improved by 20 basis points year-on-year to 36%, despite a less favorable revenue mix.
Adjusted free cash flow surged 25.3% to EUR41.2 million, with a cash conversion rate of 107.8%.
Strong commercial momentum with over 40 notable wins in H1 2026, diversified across geographies and industries.
AI-powered capabilities, including the new Prisma reasoning agent, are reinforcing competitive differentiation and driving commercial success.

Negative

The global macroeconomic and geopolitical environment remains volatile and uncertain, posing risks to future performance.
The IT, government, and digital transformation pillar grew only 1.6%, impacted by a significant reduction in revenue from a large Asian governmental agency.
The Project Business Automation pillar contributed only 5% of revenue, with limited new customer acquisition and lower existing customer revenue.
Capital expenditures were elevated at 5.8% of revenue in H1 2026, well above the usual ~3% level, due to data center investments and other costs.
Foreign exchange headwinds, particularly from the depreciation of the US dollar and Japanese yen, reduced reported revenue growth by 3.8 million euros.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

PLNW.PA - Planisware SA
Half Year 2026 Planisware SA Earnings Call
Jul 30, 2026 / 06:00AM GMT

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Presentation
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Unidentified_1 [1]
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Good day and thank you for standing by. Welcome to Planisware first half 2026 results.

At this time, all participants are in a listen-only mode.

After the speaker's presentation, there will be a question-and-answer session. To ask a question on the phone line, please press *11 on your telephone. You will then hear an automated message advising your hand is raised. To withdraw your question, please press *11 again. Please be advised that today's conference is being recorded. I would now like to turn the conference over to your speaker, Lois Sutu. Sir, please go ahead.

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Unidentified_2 [2]
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