Valuation Update With 7 Day Price Move • May 02
Investor sentiment improves as stock rises 18% After last week's 18% share price gain to €133, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 11x in the IT industry in France. Total loss to shareholders of 25% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €198 per share. New Risk • Apr 29
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of French stocks, typically moving 8.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (8.7% average weekly change). Reported Earnings • Mar 03
Full year 2025 earnings: EPS exceeds analyst expectations Full year 2025 results: EPS: €15.23 (down from €15.36 in FY 2024). Revenue: €5.65b (down 2.2% from FY 2024). Net income: €296.8m (down 4.0% from FY 2024). Profit margin: 5.3% (down from 5.4% in FY 2024). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 5.7%. Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the IT industry in France. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings. Declared Dividend • Mar 02
Dividend increased to €5.30 Dividend of €5.30 is 14% higher than last year. Ex-date: 2nd June 2026 Payment date: 4th June 2026 Dividend yield will be 4.0%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is well covered by both earnings (33% earnings payout ratio) and cash flows (23% cash payout ratio). The dividend has increased by an average of 9.4% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 25% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Annuncio • Feb 26
Sopra Steria Group SA Proposes Dividend in Respect of Financial Year 2025, Payable as of 04 June 2026 At the next General Meeting of Shareholders, to be held on 20 May 2026, Sopra Steria Group SA will propose the payment of a dividend of €5.30 per share in respect of financial year 2025 (vs €4.65 per share in respect of financial year 2024). The ex-dividend date will be 02 June 2026. The dividend will be paid as of 04 June 2026. Annuncio • Dec 12
Sopra Steria Appoints Rajesh Krishnamurthy as Chief Executive Officer, Effective February 2, 2026 Sopra Steria at its meeting held on December 11, 2025 appointed Rajesh Krishnamurthy as the Group’s new Chief Executive Officer, effective from February 2, 2026. Rajesh Krishnamurthy is a French national of Indian origin who graduated in electronics engineering and has built a three-decade international career in technology, consulting and large-scale transformation across Europe, Asia and the Americas. He joined Infosys in 1992 when the company had fewer than 200 employees, beginning what would become a 25-year journey through nearly every major client-facing and operational role as the organisation scaled into one of the world’s leading technology firms. Over the years, he worked across all major industry segments, including Banking and Financial Services, Aerospace, Energy, Utilities, Telecoms, Automotive, Pharmaceuticals, Consumer Goods and Retail. In his final role at Infosys, he simultaneously served as President of Europe, Chairman of the Infosys Consulting division and Global Head of the Energy, Utilities and Telecom business, one of the Group’s largest worldwide P&Ls. In this capacity, he led large international teams and drove strong, sustained growth across markets. In 2018, Rajesh Krishnamurthy joined CMA CGM as Executive Director responsible for IT systems, digital initiatives, global service centres and transformation, contributing to the modernisation of one of the world’s largest logistics groups. Since July 2020, he has served as Chief Executive Officer of Expleo, where he has led a comprehensive transformation programme. Under his leadership, the company increased its revenue by more than 50 percent, doubled its operating profitability, strengthened its European footprint and accelerated its shift toward digital engineering and AI-enabled services. Rajesh Krishnamurthy has held top-level strategic and operational leadership positions at world-class companies. He has a proven capacity to lead far-reaching organisational and digital transformation, an in-depth understanding of the technological priorities of large organizations and a solid performance-focused culture. His career is marked by a consistent ability to scale organizations and build high-performing international teams, qualities fully aligned with Sopra Steria’s ambitions for the years ahead. Annuncio • Dec 02
Sopra Steria Group SA (ENXTPA:SOP) acquired Neocase Software SAS. Sopra Steria Group SA (ENXTPA:SOP) acquired Neocase Software SAS on December 1, 2025.
For the period ending December 31, 2024, Neocase Software SAS reported total revenue of €16 million.
Sopra Steria Group SA (ENXTPA:SOP) completed the acquisition of Neocase Software SAS on December 1, 2025. Annuncio • Oct 18
Sopra Steria Group SA, Annual General Meeting, May 20, 2026 Sopra Steria Group SA, Annual General Meeting, May 20, 2026. Annuncio • Oct 08
Sopra Steria Group Sa Announces Resignation of Cyril Malargé as Chief Executive Officer Sopra Steria’s Board of Directors duly noted Cyril Malargé’s decision to pursue a new opportunity and to step down as Chief Executive Officer. The process of appointing a new Chief Executive Officer has been launched in accordance with the procedure updated each year by the Nomination, Governance, Ethics & Corporate Responsibility Committee. The transition will be overseen by a small team organised around the Group’s Chief Operating Officer. (Meeting date: October 8, 2025). Annuncio • Aug 26
IDEMIA Public Security and Sopra Steria Launch Successful Go-Live of Shared Biometric Matching System with eu-LISA IDEMIA Public Security and Sopra Steria have successfully completed the go-live of eu-LISA's new shared Biometric Matching System (sBMS). This achievement marks an important milestone in the roll-out of the Interoperability Roadmap by the EU Agency responsible for the management of large-scale IT systems in the Justice and Home Affairs domain. IDEMIA Public Security and SopRA Steria led the design and implementation of the new sBMS, the EU's central biometric matching system that stores and compares biometric data such as fingerprints and facial images. The sBMS, together with the other interoperable large-scale IT systems of eu-LISA, aims to fight irregular immigration and trans-border crime, enhancing the efficiency and security of Schengen Area border and migration management. For example, when third-country nationals come into Europe for the first time, they will be registered and searched against systems defined in the applicable EU legislation; national authorities will then be able to check whether these nationals are the persons they claim to be through biometric operations against sBMS. The system was launched together with eu-LISA's Visa Information System (VIS), a large-scale IT system that supports the implementation of the EU's common visa policy; Visa also facilitates checks at external borders and will be connected with other EU information systems in the future, such as the upcoming European Entry/exit System (EES). The forthcoming EES will include biometric verifications and identifications of travelers based on their facial images and fingerprints. At the end of the implementation of the interoperability architecture, sBMS will be one of the largest biometric systems in the world. With IDEMIA Public Security's best-in-class biometric technology and highly-ranked algorithms across all modalities, combined with Sopra Steria's competencies as a European leader in digital transformation and Homeland Security, the pair was selected by eu-LISA to build the sBMS for border protection of the Schengen Area in 2020. As a market leader in the travel and transport industry, focusing on accurate and efficient technology solutions that deliver the highest level of performance and enhance border control operations and identity verification in high-risk environments, IDEMIA was equipped to contribute to one of the largest scale biometric databases, ensuring accuracy and fast response times. As long-standing partners of European institutions and governments, IDEMIA Public Security andopra Steria have supported the European Union for more than 20 years in the management of mission-critical IT systems to enhance security within the Schengen area. IDEMIA Public Security delivers innovative, secure and trustworthy biometric travel solutions that streamline travel and border operations, optimize processes, enhance decision making, and enable seamless, personalized, digital passenger journeys. Sopra Steria is actively shaping Europe in the domain of Justice and Home Affairs with profound expertise in Central EU. Reported Earnings • Jul 27
First half 2025 earnings released: EPS: €7.29 (vs €8.40 in 1H 2024) First half 2025 results: EPS: €7.29 (down from €8.40 in 1H 2024). Revenue: €2.84b (down 3.6% from 1H 2024). Net income: €142.0m (down 16% from 1H 2024). Profit margin: 5.0% (down from 5.7% in 1H 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the IT industry in France. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 5% per year. Annuncio • Jul 25
Sopra Steria Group Sa Confirms Financial Targets for 2025 Sopra Steria Group SA confirmed financial targets for 2025. The company announced that the full-year financial targets for 2025 are all confirmed: Organic revenue growth of between -2.5% and +0.5%. Operating margin on business activity of between 9.3% and 9.8%. Upcoming Dividend • May 27
Upcoming dividend of €4.65 per share Eligible shareholders must have bought the stock before 03 June 2025. Payment date: 05 June 2025. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of French dividend payers (5.4%). In line with average of industry peers (2.3%). Annuncio • May 02
Sopra Steria Group SA (ENXTPA:SOP) acquired Aurexia S.A.S. Sopra Steria Group SA (ENXTPA:SOP) acquired Aurexia S.A.S on May 1, 2025.
Sopra Steria Group SA (ENXTPA:SOP) completed the acquisition of Aurexia S.A.S on May 1, 2025. Annuncio • Apr 24
Sopra Steria Enables Banks to Enter the Crypto-Asset Market with A Complete and Tailored-Made Offer Sopra Steria announced the launch of Sopra Crypto Solutions, a comprehensive white-label offering designed to accelerate the adoption of crypto-assets by banks. This solution is built on three technological assets with Fireblocks (secure digital asset management), Chainalysis (compliance) and Wyden (order execution and trade management), offering an integrated response to regulatory and operational challenges. Faced with growing consumer demand and the emergence of new financial technologies, banks have to respond to an increasingly pressing need: to offer their customers crypto solutions. Declared Dividend • Mar 02
Dividend of €4.65 announced Dividend of €4.65 is the same as last year. Ex-date: 3rd June 2025 Payment date: 5th June 2025 Dividend yield will be 3.1%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is well covered by both earnings (30% earnings payout ratio) and cash flows (21% cash payout ratio). The dividend has increased by an average of 9.4% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 22% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Annuncio • Mar 01
Sopra Steria Group SA, Annual General Meeting, May 21, 2025 Sopra Steria Group SA, Annual General Meeting, May 21, 2025. Reported Earnings • Feb 28
Full year 2024 earnings: EPS misses analyst expectations Full year 2024 results: EPS: €15.36 (up from €9.09 in FY 2023). Revenue: €5.78b (flat on FY 2023). Net income: €309.3m (up 68% from FY 2023). Profit margin: 5.4% (up from 3.2% in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 11%. Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the IT industry in France. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth. Annuncio • Nov 02
Sopra Steria Group SA to Report First Half, 2025 Results on Jul 25, 2025 Sopra Steria Group SA announced that they will report first half, 2025 results on Jul 25, 2025 Annuncio • Oct 31
Sopra Steria Group SA to Report Fiscal Year 2024 Results on Feb 27, 2025 Sopra Steria Group SA announced that they will report fiscal year 2024 results at 8:30 AM, Central European Standard Time on Feb 27, 2025 Annuncio • Oct 26
Sopra Steria Appoints Dominique Lapère as Chief Operating Officer Sopra Steria announced the creation of a Group Operations Department. Dominique Lapère, previously Executive Industrial Director, has been appointed Chief Operating Officer (COO) reporting to Cyril Malargé, CEO of Sopra Steria. This new department is responsible for ensuring the best execution of operations and improving performance, notably by updating and standardising the Group’s operational model. This new
business model will be based on the Group's industry verticals as well as pooled, horizontal technological centres of excellence. Reported Earnings • Jul 26
First half 2024 earnings released: EPS: €8.40 (vs €5.57 in 1H 2023) First half 2024 results: EPS: €8.40 (up from €5.57 in 1H 2023). Revenue: €2.95b (up 3.8% from 1H 2023). Net income: €169.3m (up 51% from 1H 2023). Profit margin: 5.7% (up from 4.0% in 1H 2023). Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the IT industry in France. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has remained flat, which means it is significantly lagging earnings. Price Target Changed • Jul 22
Price target decreased by 7.4% to €246 Down from €266, the current price target is an average from 8 analysts. New target price is 41% above last closing price of €174. Stock is down 5.1% over the past year. The company is forecast to post earnings per share of €15.48 for next year compared to €9.08 last year. Valuation Update With 7 Day Price Move • Jun 14
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to €187, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 16x in the IT industry in France. Total returns to shareholders of 27% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €342 per share. Buy Or Sell Opportunity • May 28
Now 20% undervalued after recent price drop Over the last 90 days, the stock has fallen 7.3% to €219. The fair value is estimated to be €276, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has grown by 19%. For the next 3 years, revenue is forecast to grow by 6.2% per annum. Earnings are also forecast to grow by 25% per annum over the same time period. Upcoming Dividend • May 21
Upcoming dividend of €4.65 per share Eligible shareholders must have bought the stock before 28 May 2024. Payment date: 30 May 2024. Payout ratio is a comfortable 51% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of French dividend payers (5.2%). Higher than average of industry peers (1.7%). Annuncio • Apr 27
Sopra Steria Group SA Reaffirms Earnings Guidance for the Year 2024 Sopra Steria Group SA reaffirmed earnings guidance for the year 2024. The company expects organic revenue growth of between 2% and 4%. Buy Or Sell Opportunity • Apr 19
Now 20% undervalued Over the last 90 days, the stock has risen 11% to €214. The fair value is estimated to be €269, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has grown by 19%. For the next 3 years, revenue is forecast to grow by 6.2% per annum. Earnings are also forecast to grow by 25% per annum over the same time period. New Risk • Mar 04
New minor risk - Financial position The company has a high level of debt. Net debt to equity ratio: 49% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (49% net debt to equity). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (3.2% net profit margin). Price Target Changed • Feb 26
Price target increased by 9.0% to €257 Up from €235, the current price target is an average from 9 analysts. New target price is 11% above last closing price of €230. Stock is up 28% over the past year. The company is forecast to post earnings per share of €16.99 for next year compared to €9.09 last year. Reported Earnings • Feb 26
Full year 2023 earnings: EPS misses analyst expectations Full year 2023 results: EPS: €9.09 (down from €12.23 in FY 2022). Revenue: €5.81b (up 14% from FY 2022). Net income: €183.7m (down 26% from FY 2022). Profit margin: 3.2% (down from 4.9% in FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 33%. Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the IT industry in France. Over the last 3 years on average, earnings per share has increased by 19% per year whereas the company’s share price has increased by 17% per year. Declared Dividend • Feb 25
Dividend increased to €4.65 Dividend of €4.65 is 8.1% higher than last year. Ex-date: 28th May 2024 Payment date: 30th May 2024 Dividend yield will be 2.0%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is well covered by both earnings (35% earnings payout ratio) and cash flows (19% cash payout ratio). The dividend has increased by an average of 9.7% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 5.4% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Buying Opportunity • Nov 10
Now 21% undervalued after recent price drop Over the last 90 days, the stock is down 11%. The fair value is estimated to be €223, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.0% over the last 3 years. Earnings per share has grown by 27%. Revenue is forecast to grow by 19% in 2 years. Earnings is forecast to grow by 42% in the next 2 years. Annuncio • Oct 28
Sopra Steria Group Provides Earnings Guidance for the Full Year 2023 Sopra Steria Group provided earnings guidance for the full year 2023. For the year, the expects organic revenue growth of at least 6.0%. Annuncio • Oct 25
Sopra Steria Group SA (ENXTPA:SOP) agreed to acquire the remaining 25% stake in Shared Services Connected Ltd from Cabinet Office for £82.3 million. Sopra Steria Group SA (ENXTPA:SOP) agreed to acquire the remaining 25% stake in Shared Services Connected Ltd from Cabinet Office for £82.3 million on October 24, 2023. The transition from joint venture to wholly owned subsidiary will not affect the management, employees, clients, or services of the business. This operation will be accretive to Sopra Sterias net result and EPS from day one. Buying Opportunity • Sep 06
Now 20% undervalued Over the last 90 days, the stock is up 16%. The fair value is estimated to be €252, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.0% over the last 3 years. Earnings per share has grown by 27%. Revenue is forecast to grow by 14% in 2 years. Earnings is forecast to grow by 48% in the next 2 years. Reported Earnings • Jul 31
First half 2023 earnings released: EPS: €5.57 (vs €5.55 in 1H 2022) First half 2023 results: EPS: €5.57 (up from €5.55 in 1H 2022). Revenue: €2.84b (up 12% from 1H 2022). Net income: €112.5m (flat on 1H 2022). Profit margin: 4.0% (down from 4.4% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 7.2% growth forecast for the IT industry in France. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth. Buying Opportunity • Jun 26
Now 20% undervalued after recent price drop Over the last 90 days, the stock is down 7.4%. The fair value is estimated to be €220, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.5% over the last 3 years. Earnings per share has grown by 21%. For the next 3 years, revenue is forecast to grow by 6.3% per annum. Earnings is also forecast to grow by 14% per annum over the same time period.