Q1 2026 Ipsos SA Earnings Call Transcript
Key Points
- Ipsos SA (IPSOF) reported a positive order book growth of 1% in Q1 2026, indicating strong commercial momentum.
- The public affairs segment showed a significant rebound, with increased demand and order intake, particularly in the US, France, and the UK.
- China demonstrated robust performance with strong growth, driven by large international and local clients, especially in technology and automotive sectors.
- The company's AI-driven solutions and platforms, such as Ipsos.Digital, are gaining traction and contributing to growth, particularly among consumer and packaged goods clients.
- Ipsos SA (IPSOF) is executing its Horizon strategy, which includes leveraging multi-specialist business offerings and expanding globally managed services, expected to drive future growth.
- Ipsos SA (IPSOF) experienced a 1.4% decline in organic growth in Q1 2026, attributed to timing effects and restructuring in certain client sectors.
- The Middle East region, representing 3% of total revenue, saw a 4.4% decline due to geopolitical tensions, impacting overall performance.
- The Americas region reported a 4.1% decline in organic revenue, primarily driven by challenges in the US market.
- The doctor and patient audience segment experienced a 4.4% decline in organic revenue, affected by tough comparisons and a slowdown in qualitative studies from pharma clients.
- Currency fluctuations had a significant negative impact of 5.4% on overall revenue, affecting the company's financial performance.
Hello, good afternoon or good morning. Thanks for joining. Welcome to our first quarter results announcement session for 2026 at Ipsos. I'm Jean-Laurent Poitou, the CEO of Ipsos, and I'm here with Olivier Champourlier, our Chief Financial officer. What I'm going to be covering today are our results for the first quarter of 2026, an update on our strategy execution, Horizons is the name. You heard about it if you attended our January Capital Markets Day, and we talked about it a bit as we announce our full year results of 2025. I'll provide an update of where we are on the execution path. And then we will take a look at how we are considering the rest of 2026 with an outlook.
But let me start with our first quarter 2026 results and our revenue, which stands at EUR555 million. If we compare this with the same number a year ago, it's 2.4% less, which in fact, if we didn't have a significant 5.4% negative currency impact would be a total growth of 3%. That total growth is broken down into 4.3% of impact of the acquisitions we
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