Half Year 2025 Ipsos SA Earnings Call Transcript

Jul 24, 2025 / 06:30 AM GMT

Release Date Price: €43.56 (+6.50%)

Transcript

Key Points

Positve

Ipsos SA (IPSOF) reported a total growth of 1.5% in the first half of 2025, showing a return to growth similar to 2023.
The company completed the acquisition of the BVA family, strengthening its position in France, Italy, and the UK, and bringing new expertise in pack testing and mystery shopping.
Ipsos SA (IPSOF) is leveraging synthetic data and AI to enhance research capabilities, reduce costs, and improve efficiency in data collection and analysis.
The company has successfully integrated new management in the United States, leading to organic growth of 2% in the first half.
Ipsos SA (IPSOF) is on track to achieve a margin of around 13% at constant scale by the end of the year, supported by cost control measures and revenue recognition.

Negative

Despite a return to growth, Ipsos SA (IPSOF) experienced a deceleration in growth during 2024, which affected its performance.
The company's profitability decreased from 10.1% to 8.3% in the first half of 2025, partly due to the acquisition of margin-dilutive businesses.
Ipsos SA (IPSOF) faces challenges from geopolitical tensions, with a significant portion of the global population avoiding American products.
The company is impacted by federal spending cuts in the United States, affecting its growth in that region.
Currency fluctuations, particularly the depreciation of the dollar, have negatively impacted Ipsos SA (IPSOF)'s financial results in the first half of 2025.

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

ISOS.PA - Ipsos SA
Half Year 2025 Ipsos SA Earnings Call
Jul 24, 2025 / 06:30AM GMT

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Presentation
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Unidentified_1 [1]
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Good morning from Paris and welcome to the half yearly results for Ipsos. I am Ben Page, the Director General. I'm joined by my colleague Dan Levy, our CFO, and before we dig into these numbers that you've just seen in the video, I just wanted to comment on public opinion globally because of course we are Ipsos, and that's one thing that we look at constantly, and I think what's important to remember is just the way in which inflation. Has for years now been the number one concern of the public globally. When we ask them what their biggest problem is, you can see 1 in 4 say it is their key problem, and half are mentioning it as an overall issue along with their own finances, and that's well ahead of any of the geopolitical tensions that bother us in

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