FDJ United (WBO:FDJ)

Half Year 2025 FDJ United Earnings Call Transcript

Jul 30, 2025 / 10:59 AM GMT

Release Date Price: €29.86 (-0.86%)

Transcript

Key Points

Positve

FDJ United (LFDJF) reported a 31% increase in revenues on a reported basis, reaching nearly 1.9 billion.
The company aims for an average annual organic growth of around 5% from 2025 to 2028.
FDJ United (LFDJF) targets a recurring EBITDA margin above 26% by 2028.
The company is committed to increasing its dividend with a minimum payout ratio of 75% of adjusted net income.
FDJ United (LFDJF) continues to excel in sustainability, aiming to grow its voluntary contribution to society and the environment from 2.7% of net income in 2024 to 5% by 2030.

Negative

Revenue was down 2% on a restated basis, considering the integration of Kindred.
Recurring EBITDA decreased by 10%, with a margin of 23.6%, impacted by a one-off employee share ownership plan.
Net financial income was negatively impacted by the Kindred acquisition financing, resulting in a net loss of 37 million.
The effective tax rate increased to 40% due to a one-off additional income tax on large French companies.
Retail sports betting revenue declined by 6%, mainly due to unfavorable sports results affecting the operator margin.

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

FDJU.PA - FDJ United
Half Year 2025 FDJ United Earnings Call
Jul 30, 2025 / NTS GMT

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Presentation
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Unidentified_1 [1]
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Hello, and welcome to FDJ United Half year 2025 results.

My name is George. I'll be coordinator for today's event. For the duration of the call, your lines will be listened only mode. However, you will have the opportunity to ask questions towards the end of the presentation, and this can be done by pressing one on your telephone keypad to register your question.

If at any point you require assistance, please press 0 and you'll be connected to an operator.

Please note this conference is being recorded.

Oh, and I had to call over to your host.

Madam Stefan Palez, chairwoman and CEO and Mr. Pascal Shafa, senior Vice President and CFO. Please go ahead.

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