Reported Earnings • Aug 02
First half 2026 earnings released: EPS: €7.62 (vs €7.29 in 1H 2025) First half 2026 results: EPS: €7.62 (up from €7.29 in 1H 2025). Revenue: €2.96b (up 4.1% from 1H 2025). Net income: €146.3m (up 3.0% from 1H 2025). Profit margin: 4.9% (down from 5.0% in 1H 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 7.5% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 6% per year whereas the company’s share price has increased by 3% per year. Valuation Update With 7 Day Price Move • Jul 29
Investor sentiment improves as stock rises 31% After last week's 31% share price gain to €198, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 21x in the IT industry in the United Kingdom. Total returns to shareholders of 21% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €228 per share. 공고 • Jul 13
Sopra Steria Announces Appointment of Laura Chaubard to Lead Defence, Security and Space Vertical, Effective September 1, 2026 Sopra Steria had appointed Laura Chaubard to lead its Defence, Security and Space vertical, effective September 1, 2026. Laura Chaubard is a graduate of École Polytechnique, a General Engineer of Armament and former Director General of École Polytechnique. She will join the Group Executive Committee accordingly. This vertical accounted for 13% of the Group’s revenue in 2025 and brings together Sopra Steria’s most strategic activities in service of the armed forces, governments and major critical infrastructure. Laura Chaubard’s appointment accelerates the Group’s sovereignty agenda, at a time when Europe is stepping up its defence spending and mastery of critical technologies is becoming a matter of national security. In May 2026, the Group completed the acquisition of Starion and Nexova, which strengthen its sovereign, secure capabilities in space and cybersecurity and consolidate its position as a leading European player in these markets. Declared Dividend • May 20
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 3.9%, which is higher than the industry average of 2.4%. Sustainability & Growth Dividend is well covered by both earnings (35% earnings payout ratio) and cash flows (21% cash payout ratio). The dividend has increased by an average of 11% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 24% over the next 3 years, which should provide support to the dividend and adequate earnings cover. 공고 • 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. 공고 • 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.