Upcoming Dividend • May 19
Upcoming dividend of €4.50 per share Eligible shareholders must have bought the stock before 26 May 2026. Payment date: 28 May 2026. Payout ratio is a comfortable 53% and this is well supported by cash flows. Trailing yield: 6.0%. Within top quartile of German dividend payers (4.6%). Higher than average of industry peers (3.3%). Valuation Update With 7 Day Price Move • May 06
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to €63.32, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 14x in the Professional Services industry in Europe. Total loss to shareholders of 56% over the past three years. Valuation Update With 7 Day Price Move • Apr 17
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to €56.80, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 14x in the Professional Services industry in Europe. Total loss to shareholders of 70% over the past three years. Tillkännagivande • Mar 23
Teleperformance SE(ENXTPA:TEP) dropped from FTSE All-World Index (USD) Teleperformance SE(ENXTPA:TEP) dropped from FTSE All-World Index (USD) Declared Dividend • Mar 09
Dividend increased to €4.50 Dividend of €4.50 is 7.1% higher than last year. Ex-date: 26th May 2026 Payment date: 28th May 2026 Dividend yield will be 7.9%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by both earnings (53% earnings payout ratio) and cash flows (19% cash payout ratio). The dividend has increased by an average of 17% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 26% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Reported Earnings • Feb 27
Full year 2025 earnings released: EPS: €8.47 (vs €8.76 in FY 2024) Full year 2025 results: EPS: €8.47 (down from €8.76 in FY 2024). Revenue: €10.2b (flat on FY 2024). Net income: €497.0m (down 5.0% from FY 2024). Profit margin: 4.9% (down from 5.1% in FY 2024). Revenue is forecast to stay flat during the next 3 years compared to a 5.6% growth forecast for the Professional Services industry in Europe. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has fallen by 41% per year, which means it is performing significantly worse than earnings. Tillkännagivande • Jan 13
Teleperformance SE to Report Fiscal Year 2025 Results on Feb 26, 2026 Teleperformance SE announced that they will report fiscal year 2025 results at 5:40 PM, Central European Standard Time on Feb 26, 2026 Tillkännagivande • Nov 06
Teleperformance SE Updates Earnings Guidance for the Year 2025 Teleperformance SE updated earnings guidance for the year 2025. For the year, the company expects Group LFL revenue growth between +1.0% and +2.0% (vs. the lower end of the +2% to +4% range). Tillkännagivande • Nov 05
Teleperformance SE to Report Fiscal Year 2025 Results on Feb 26, 2026 Teleperformance SE announced that they will report fiscal year 2025 results on Feb 26, 2026 Valuation Update With 7 Day Price Move • Aug 07
Investor sentiment deteriorates as stock falls 17% After last week's 17% share price decline to €70.62, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 17x in the Professional Services industry in Europe. Total loss to shareholders of 75% over the past three years. New Risk • Aug 01
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 German stocks, typically moving 6.6% 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 High level of debt (93% net debt to equity). Share price has been volatile over the past 3 months (6.6% average weekly change). Reported Earnings • Aug 01
First half 2025 earnings released: EPS: €4.21 (vs €4.85 in 1H 2024) First half 2025 results: EPS: €4.21 (down from €4.85 in 1H 2024). Revenue: €5.12b (flat on 1H 2024). Net income: €249.0m (down 14% from 1H 2024). Profit margin: 4.9% (down from 5.7% in 1H 2024). Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Professional Services industry in Europe. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has fallen by 41% per year, which means it is performing significantly worse than earnings. Valuation Update With 7 Day Price Move • Jun 19
Investor sentiment deteriorates as stock falls 15% After last week's 15% share price decline to €78.54, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 17x in the Professional Services industry in Europe. Total loss to shareholders of 69% over the past three years. Upcoming Dividend • May 19
Upcoming dividend of €4.20 per share Eligible shareholders must have bought the stock before 26 May 2025. Payment date: 28 May 2025. Payout ratio is a comfortable 48% and this is well supported by cash flows. Trailing yield: 4.4%. Within top quartile of German dividend payers (4.4%). Higher than average of industry peers (2.3%). Tillkännagivande • Apr 30
Teleperformance SE to Report First Half, 2025 Results on Jul 31, 2025 Teleperformance SE announced that they will report first half, 2025 results on Jul 31, 2025 Tillkännagivande • Apr 10
Teleperformance SE, Annual General Meeting, May 22, 2025 Teleperformance SE, Annual General Meeting, May 22, 2025. Location: cloud business center, 10 bis rue du quatre septembre, paris France Valuation Update With 7 Day Price Move • Mar 08
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to €108, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 17x in the Professional Services industry in Europe. Total loss to shareholders of 63% over the past three years. Declared Dividend • Mar 03
Dividend increased to €4.20 Dividend of €4.20 is 9.1% higher than last year. Ex-date: 26th May 2025 Payment date: 28th May 2025 Dividend yield will be 4.5%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is well covered by both earnings (48% earnings payout ratio) and cash flows (16% cash payout ratio). The dividend has increased by an average of 18% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 65% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Tillkännagivande • Mar 01
Teleperformance SE announces Annual dividend, payable on May 28, 2025 Teleperformance SE announced Annual dividend of EUR 4.2000 per share payable on May 28, 2025, ex-date on May 26, 2025 and record date on May 27, 2025. Reported Earnings • Feb 28
Full year 2024 earnings released: EPS: €8.76 (vs €10.27 in FY 2023) Full year 2024 results: EPS: €8.76 (down from €10.27 in FY 2023). Revenue: €10.3b (up 23% from FY 2023). Net income: €523.0m (down 13% from FY 2023). Profit margin: 5.1% (down from 7.2% in FY 2023). 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 5.9% growth forecast for the Professional Services industry in Europe. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has fallen by 35% per year, which means it is performing significantly worse than earnings. Valuation Update With 7 Day Price Move • Oct 18
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to €102, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 16x in the Professional Services industry in Europe. Total loss to shareholders of 10% over the past year. Valuation Update With 7 Day Price Move • Aug 07
Investor sentiment deteriorates as stock falls 15% After last week's 15% share price decline to €102, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 15x in the Professional Services industry in Europe. Total loss to shareholders of 16% over the past year. Reported Earnings • Aug 02
First half 2024 earnings released: EPS: €4.85 (vs €4.64 in 1H 2023) First half 2024 results: EPS: €4.85 (up from €4.64 in 1H 2023). Revenue: €5.08b (up 28% from 1H 2023). Net income: €291.0m (up 7.4% from 1H 2023). Profit margin: 5.7% (down from 6.8% in 1H 2023). 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 5.7% growth forecast for the Professional Services industry in Europe. Valuation Update With 7 Day Price Move • Jul 05
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to €114, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 15x in the Professional Services industry in Europe. Total loss to shareholders of 19% over the past year. Upcoming Dividend • May 21
Upcoming dividend of €3.85 per share Eligible shareholders must have bought the stock before 28 May 2024. Payment date: 30 May 2024. Payout ratio is a comfortable 37% and this is well supported by cash flows. Trailing yield: 3.5%. Lower than top quartile of German dividend payers (4.6%). Higher than average of industry peers (2.3%). Valuation Update With 7 Day Price Move • May 07
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to €97.90, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 16x in the Professional Services industry in Europe. Total loss to shareholders of 37% over the past year. Tillkännagivande • May 03
Teleperformance Se Provides Earnings Guidance for the Full Year 2024 Teleperformance SE provided earnings guidance for the full year 2024. for the year, the company expects pro-forma revenue growth of +2% to +4%. Tillkännagivande • May 01
Teleperformance SE to Report First Half, 2024 Results on Jul 30, 2024 Teleperformance SE announced that they will report first half, 2024 results on Jul 30, 2024 Valuation Update With 7 Day Price Move • Mar 13
Investor sentiment deteriorates as stock falls 26% After last week's 26% share price decline to €84.30, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 17x in the Professional Services industry in Europe. Total loss to shareholders of 62% over the past year. New Risk • Mar 07
New minor risk - Financial position The company has a high level of debt. Net debt to equity ratio: 88% 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 (88% net debt to equity). Share price has been volatile over the past 3 months (10% average weekly change). Shareholders have been diluted in the past year (4.1% increase in shares outstanding). Tillkännagivande • Mar 07
Teleperformance SE Recommends Dividend for 2023, Payable on May 30, 2024 Teleperformance SE announced Board of Directors will recommend that shareholders at the Annual General Meeting on May 23, 2024 approve a 2023 dividend of €3.85 per share, unchanged from the amount paid in respect of 2022. This would correspond to a payout ratio of 38%. Ex-dividend date: May 28, 2024. Dividend payment: May 30, 2024. Reported Earnings • Mar 07
Full year 2023 earnings released: EPS: €10.27 (vs €10.95 in FY 2022) Full year 2023 results: EPS: €10.27 (down from €10.95 in FY 2022). Revenue: €8.35b (up 2.4% from FY 2022). Net income: €602.0m (down 6.7% from FY 2022). Profit margin: 7.2% (down from 7.9% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.7% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Professional Services industry in Europe. Tillkännagivande • Mar 07
Teleperformance SE Provides Earnings Guidance for the First Quarter and Year 2024 Teleperformance SE provided earnings guidance for the first quarter and year 2024. For the year, the company expects Like-for-like revenue growth of +2% to +4%.For the quarter, Revenue growth is likely to remain limited in the first quarter of 2024, given the highly unfavorable comparatives and the persistently volatile environment. Tillkännagivande • Feb 16
Teleperformance Se Announces to Appoint Bhupender Singh as Sole Chief Executive Officer, Starting January 1, 2026 Teleperformance SE announced to implements a new governance organization and it also represents a step towards the separation, starting January 1, 2026, of the roles of Chairman of the Board and Chief Executive Officer. On such date, Bhupender Singh will be appointed as sole Chief Executive Officer. Tillkännagivande • Jan 26
Teleperformance Launches Digital Services Arm, TP Infinity, to Better Serve Clients Globally Through Consulting, Design and System Integration Services Teleperformance announced the launch of its global digital consulting arm, TP Infinity, designed to deliver a holistic approach to building stronger brands through enhanced customer experience (CX). TP Infinity seeks to address the growing client demand for an integrated approach to CX transformation in today’s experience-led economy. Its comprehensive portfolio spans consulting, technology, data analytics, design and creative services, combining Teleperformance’s growing, global digital CX and transformation services with three independent digital companies integrated through Teleperformance’s recent acquisition of Majorel. These include: IST Networks, a CX technology reseller, system integrator and managed service provider based in Egypt, with operations in Saudi Arabia, UAE and broader EMEA; Findasense, a digital marketing agency based in Spain, with operations in Mexico, Colombia and rest of Latin America; and Junokai, a CX consulting firm based in Germany. TP Infinity team members will support their own clients and work seamlessly in partnership with Teleperformance teams and their clients to enable faster, more efficient and improved business processes that deliver enhanced experiences for customers. TP Infinity is comprised of a diverse team of more than 650 strategists, data lovers, tech enthusiasts, creative masterminds and operations gurus operating in 15 countries across North America, South America, Europe, and Asia who are united by a common purpose: to push the boundaries of CX. Valuation Update With 7 Day Price Move • Jan 24
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to €150, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 16x in the Professional Services industry in Europe. Total loss to shareholders of 39% over the past year. New Risk • Jan 21
New minor risk - Shareholder dilution The company's shareholders have been diluted in the past year. Increase in shares outstanding: 7.3% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks High level of debt (52% net debt to equity). Share price has been volatile over the past 3 months (8.5% average weekly change). Shareholders have been diluted in the past year (7.3% increase in shares outstanding). Tillkännagivande • Jan 09
Teleperformance SE, Annual General Meeting, May 23, 2024 Teleperformance SE, Annual General Meeting, May 23, 2024. Valuation Update With 7 Day Price Move • Dec 20
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to €134, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 16x in the Professional Services industry in Europe. Total loss to shareholders of 35% over the past year. Tillkännagivande • Oct 18
Teleperformance Launches TP Configuration, an Ai-Driven Platform to Enhance Service Delivery Teleperformance SE announced it has launched a new AI-driven digital solution for clients that enables faster, more efficient, and improved business processes. TP Configuration is an integrated, unified and scalable platform for managing the end-to-end agent lifecycle and improving operational performance. A complete application suite, TP Configuration supports more efficient back-office operations for enhanced customer care, bringing together scattered processes under a single sign-on platform to deliver a 360-degree view of agent performance, the operations floor and customer inquiries. Teleperformance clients using TP Configuration in their programs have seen significant efficiency, accuracy and customer experience benefits across a variety of industries. Programs have experienced up to 35% improvement in turnaround time, up to 40% reduction in customer escalations, and benefited from real-time insights into agent and customer interactions. TP Configuration's single-source platform includes near real-time monitoring and service-level reporting dashboards that deliver a comprehensive view to program operations, including quality management review and auditing, an intelligent workflow process that captures end-to-end tracking and provides automated audit flow; a system to help forecast labor needs and identify attrition risk; and more.