Banijay Group NV (STU:H98)

Q1 2026 Banijay Group NV Earnings Call Transcript

May 18, 2026 / 04:00 PM GMT

Release Date Price: €9.56 (+1.70%)

Transcript

Key Points

Positve

Banijay Group NV (FRA:W320) reported a solid start to the year with a 9% revenue growth and a 5.4% increase in adjusted EBITDA.
The sports betting and gaming segment showed impressive growth with a 20% increase in unique active players and a 17% rise in revenue.
The company successfully completed the acquisition of Typico Group and is on track with the integration of all three media.
The live entertainment segment had a strong performance, highlighted by the Milano-Cortina Winter Olympics Opening Ceremony, which attracted 2.5 billion viewers.
Banijay Group NV (FRA:W320) maintained a high cash conversion rate of 82%, demonstrating strong cash flow management.

Negative

The adjusted EBITDA growth was impacted by a betting tax increase in France, which reduced the growth rate from a potential 11% to 5.4%.
Production revenues were down for the quarter, attributed to timing effects and seasonality, with expectations for normalization later in the year.
The company's leverage remains high at 2.7 times, which could pose risks if not managed carefully.
Adverse sports results affected the sports betting segment, particularly in Portugal and Poland, where taxes are computed onto another.
There is uncertainty regarding the impact of the North American time zone on the upcoming FIFA World Cup, which could affect sports betting performance.

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

BNJ.AS - Banijay Group NV
Q1 2026 Banijay Group NV Earnings Call
May 18, 2026 / 04:00PM 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 the Bonerjay Group Q1 2026 Results Conference Call. 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, you will need to press *1 on your telephone. You will then hear an automated message advising your hand is raised. To withdraw your question, please press *11 again. If you wish to ask a question via the webcast, please use the Q&A box available on the webcast link anytime during the conference. Please be advised that today's conference is being recorded. I would now like to hand the conference over to Louise Racine, Head of Investor Relations. Please go ahead.

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