Valuation Update With 7 Day Price Move • May 16
Investor sentiment improves as stock rises 23% After last week's 23% share price gain to Mex$1,412, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 14x in the Professional Services industry globally. Declared Dividend • Apr 17
Dividend of €4.50 announced Shareholders will receive a dividend of €4.50. Ex-date: 26th May 2026 Payment date: 28th May 2026 Dividend yield will be 0.4%, which is lower than the industry average of 3.1%. 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 24% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Duyuru • Mar 23
Teleperformance SE(ENXTPA:TEP) dropped from FTSE All-World Index (USD) Teleperformance SE(ENXTPA:TEP) dropped from FTSE All-World Index (USD) Duyuru • 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 Duyuru • 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). Duyuru • 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 Duyuru • 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 Duyuru • 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 Declared Dividend • Mar 19
Dividend of €4.20 announced Shareholders will receive a dividend of €4.20. Ex-date: 26th May 2025 Payment date: 28th May 2025 Dividend yield will be 0.2%, which is lower than the industry average of 3.1%. 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 55% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Duyuru • 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. Duyuru • 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%. Duyuru • 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 35% After last week's 35% share price decline to Mex$1,628, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 18x in the Professional Services industry globally. New Risk • Mar 08
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: Major Risk Shares are highly illiquid. Minor Risks High level of debt (88% net debt to equity). Shareholders have been diluted in the past year (4.1% increase in shares outstanding). 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 6.3% growth forecast for the Global Professional Services industry. Duyuru • 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. Duyuru • 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. Duyuru • Jan 09
Teleperformance SE, Annual General Meeting, May 23, 2024 Teleperformance SE, Annual General Meeting, May 23, 2024. Duyuru • 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. Duyuru • Oct 05
Teleperformance Joins the AI Lighthouse Program Teleperformance announced it is joining the AI Lighthouse program. Teleperformance will collaborate on the design, development, and deployment of new industry specific generative AI (GenAI) use cases that boost productivity and increase customer and employee satisfaction across front- and back-office capabilities in Customer Service Management (CSM) and IT Service Management (ITSM). Announced in July 2023, AI Lighthouse is a first-of-its kind program to fast-track the development and adoption of enterprise GenAI capabilities. Teleperformance's participation complements the company's launch of TEP GenAI earlier this year. Teleperformance brings de [4]ep experience in CX consultancy, GenAI, engineering, and development to AI Lighthouse. The company's initial focus will be to design and develop new GenAI models to support agent interaction with customers. As the most critical part of customer care, Teleperformance will look to automate therapeutic agent tasks such as case summarization, next steps, and knowledge management for their customer service agents within the AI Lighthouse program. Duyuru • Sep 13
Teleperformance Launches AI maturity Assessment Toolkit to Help Companies Evaluate Strategies for AI Success Teleperformance announced it has launched an Artificial Intelligence (AI) Maturity Assessment Toolkit to help companies understand the capabilities necessary to successfully implement AI to help transform their organization for employees, customers and other key stakeholders. The free AI Maturity Survey is designed to help organizations understand not only the capabilities required for success, but the right combinations of capabilities across data readiness, operational strategies, infrastructure, talent and more. Developed by Teleperformance's AI Solutions Team, the AI Maturity Toolkit benchmarks an organization's AI capabilities across six key pillars that Teleperformance has identified as being critical to integrate AI with high success. This includes data readiness and integration, technology infrastructure, talent and expertise, deployment efficacy, strategy and culture, and continuous improvement. Survey respondents will receive a report benchmarking where their organization is in their AI journey, which they can use to help facilitate discussions within their organization. Teleperformance will also provide a consultation with an AI operations expert. Duyuru • Aug 03
Teleperformance SE (ENXTPA:TEP) announces an Equity Buyback for €500 million worth of its shares. Teleperformance SE (ENXTPA:TEP) announces a share repurchase program. Under the program, the company will repurchase €500 million worth of its shares. The purpose of the repurchase program is to maintain its financial flexibility and to pursue other attractive acquisition opportunities. The repurchased shares will be cancelled. The program will be valid till December 31, 2024. Duyuru • Jun 27
Teleperformance SE Announces Executive Changes Teleperformance SE announced the appointment of Teri O’Brien as Chief Legal and Compliance Officer, effective on July 1, 2023. O’Brien will succeed Chief Legal and Compliance Officer Leigh Ryan, who is retiring on that date. O’Brien joined Teleperformance on May 15, 2023 as Incoming Chief Legal and Compliance Officer and has been working closely with Ryan since then to ensure a smooth transition. Ryan is retiring after more than six years at Teleperformance. Before that, she served as external counsel to Teleperformance Group for 25 years. In her new role, O’Brien will be responsible for all aspects of the Legal, Compliance and Privacy departments, and will sit on Teleperformance’s executive committee. Prior to joining Teleperformance, O’Brien served for many years as external US counsel to Teleperformance, most recently as a partner at Latham & Watkins LLP and, before that, at Paul Hastings LLP, specializing in mergers and acquisitions and corporate securities matters. O’Brien has a Doctor of Law from the University of San Diego Law School, and a Bachelor of Science, Accounting, from San Diego State University. O’Brien is a member of the California bar and is a Certified Public Accountant. Duyuru • Jun 20
Teleperformance SE Appoints Bhupender Singh as Deputy Chief Executive Officer Teleperformance announced that its Board of Directors has appointed Bhupender Singh as Deputy Chief Executive Officer. In addition to his current responsibilities of leading the group’s digital transformation, Bhupender will work closely with Daniel Julien, Teleperformance Founder, Chairman and CEO to lead the group’s Executive Committee, and to manage and develop the group’s multiple business services activities around the world. Olivier Rigaudy, Group Chief Financial Officer, will continue serving as Deputy Chief Executive Officer, in charge of finance. Bhupender is a graduate of the Indian Institute of Technology Delhi and the Indian Institute of Management Ahmedabad. Prior to Teleperformance, he served as the CEO of Intelenet, which was acquired by Teleperformance in 2018. Earlier in his career, Bhupender worked with leading global management consulting firms McKinsey & Company and Booz Allen Hamilton. During the past four years at Teleperformance he has served as President of the group’s digital transformation after integrating the Intelenet business into the broader group. Bhupender was also elected as a Director by Teleperformance’s shareholders in the meeting held on April 13, 2023. Duyuru • Jun 13
Teleperformance Implements AI Solutions Leveraging ServiceNow Platform Teleperformance announced that it is deploying cloud-based artificial intelligence (AI) tools within ServiceNow, the leading digital workflow company, to enhance its employee experience, increase productivity and transform its operations. The new platform provides a more efficient and intuitive employee experience that allows Teleperformance employees to access a single simplified knowledge management system. Further, it enables the company's employees to automate certain transactional tasks in their workday, enabling employees to focus on higher-value activities. Duyuru • May 31
Accenture, Teleperformance, Blackstone, BPEA EQT, KKR, Carlyle, Apax and Warburg Pincus Reportedly Interests for Potential Acquisition of Everise Global outsourcing firms such as Accenture plc (NYSE:ACN) and Teleperformance SE (ENXTPA:TEP) are competing with a clutch of private equity funds for potential acquisition of global ITeS firm Everise Holdings. The company, backed by Brookfield Asset Management, is expected to be valued at $1.3 billion, said multiple people aware of the development. Investment banks Morgan Stanley (NYSE:MS) and BNP Paribas SA (ENXTPA:BNP) are advising Brookfield in this potential transaction. Buyout funds such as Blackstone Inc. (NYSE:BX), BPEA EQT, KKR & Co. Inc. (NYSE:KKR), The Carlyle Group Inc. (NasdaqGS:CG), Apax Partners LLP and Warburg Pincus LLC are interested and non-binding bids are likely to be placed by early June, added sources. Spokespersons with Brookfield, KKR, Blackstone, Apax, BPEA EQT and Accenture declined to comment. Mails sent to Carlyle, Warburg Pincus and Teleperformance remained unanswered. Duyuru • May 29
Teleperformance and Blackstone Reportedly Plans Separate Bids for Everise Holdings Teleperformance SE (ENXTPA:TEP) and Blackstone Inc. (NYSE:BX) are planning separate bids for Everise Holdings, an IT services business owned by Brookfield Asset Management, two people aware of the transaction said. Brookfield has hired Morgan Stanley (NYSE:MS) to conduct the sale and hopes to raise around $1.4 billion, the people cited above said on the condition of anonymity. The bids are due later this week and may see interest from other private equity firms as well. Spokespeople for Brookfield and Blackstone declined to comment. Teleperformance and Morgan Stanley did not respond to requests for comment. In 2016, Everstone Capital, along with Sunrise BPO, acquired C3 to create Everise. Everstone sold the business to Brookfield in 2020 for approximately $450 million, according to media reports. Everstone, which bought back a 20% stake from a different fund, did not respond to a request for comment. Duyuru • May 23
Bronstein, Gewirtz & Grossman, LLC Notifies Teleperformance Se Investors of Class Action and to Actively Participate Bronstein, Gewirtz & Grossman, LLC notified investors that a class action lawsuit has been filed against Teleperformance SE and certain of its officers, on behalf of all persons and entities that purchased, or otherwise acquired Teleperformance American Depositary Receipts between July 29, 2020 and November 9, 2022, both dates inclusive. This class action seeks to recover damages against Defendants for alleged violations of the federal securities laws. The Complaint alleges that defendants throughout the Class Period made false and/or misleading statements as well as failed to disclose that: Teleperformance’s growth in Core Services had been achieved, in part, by requiring its content moderators to engage in inappropriate, traumatic, abusive, and potentially criminal activities; certain Teleperformance social content moderators had been trained with materials which included illicit images of child sexual exploitation; contraband images had been included in Teleperformance Daily Required Reading reports for its content moderation staff; Teleperformance had failed to safeguard child sexual abuse material and had potentially violated strict rules governing the handling of such materials, including rules relating to the National Center for Missing & Exploited Children; Teleperformance had failed to provide adequate training or emotional and psychological support to content moderators exposed to egregious materials, including those exposed to extreme graphic violence and sexual images; Teleperformance had imposed unreasonable time and performance targets that compounded the occupational trauma suffered by its content moderators; Teleperformance had failed to implement or maintain the working conditions represented to investors, including by subjecting the Company’s content moderation workers to widespread occupational trauma without psychological support, and with paltry pay, punitive salary deductions, extensive surveillance, and aggressive union-busting tactics; as a result, Teleperformance was subject to a material, undisclosed risk of legal, regulatory, business, and reputational harm if the truth regarding the Company’s content moderation services, treatment of its content moderation workers, and handling of contraband materials was ever publicly revealed; and as a result, Defendants’ positive statements about the Company’s business, operations, and prospects were materially misleading and/or lacked a reasonable basis at all relevant times. Duyuru • Feb 17
Teleperformance SE Provides Revenue Guidance for the Year 2023 Teleperformance SE provided revenue guidance for the year 2023. The company expects 2023 to be another year of sustained, profitable growth. Recurring like-for-like revenue growth of around +10% (excluding Covid support contracts). Duyuru • Nov 04
Teleperformance SE to Report Fiscal Year 2022 Results on Feb 16, 2023 Teleperformance SE announced that they will report fiscal year 2022 results on Feb 16, 2023 Reported Earnings • Jul 28
First half 2022 earnings released: EPS: €4.67 (vs €4.34 in 1H 2021) First half 2022 results: EPS: €4.67 (up from €4.34 in 1H 2021). Revenue: €3.95b (up 15% from 1H 2021). Net income: €274.0m (up 7.5% from 1H 2021). Profit margin: 6.9% (down from 7.4% in 1H 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 11%, compared to a 12% growth forecast for the industry in Mexico. 
