Wavestone SA (XPAR:WAVE)
€ 41.5 0.75 (1.84%) Market Cap: 1.02 Bil Enterprise Value: 1.09 Bil PE Ratio: 15.60 PB Ratio: 1.76 GF Score: 96/100

Half Year 2025 Wavestone SA Earnings Call Transcript

Dec 18, 2024 / 10:59 AM GMT

Key Points

Positve
  • Wavestone SA (FRA:2WSA) reported a significant revenue increase of 69% in Q2 compared to the previous year.
  • The company achieved a consolidated revenue of 457.8 million EUR for the first half of the fiscal year, marking a 65% total growth.
  • Organic growth in Q2 was 3%, benefiting from a favorable working day impact.
  • Demand remains strong in sectors such as energy, transport, and life sciences, particularly in France and Germany.
  • Cybersecurity, cloud, and artificial intelligence are highlighted as resilient and promising topics for future growth.
Negative
  • The market environment is more challenging than anticipated, with lower demand for consulting services across several sectors.
  • There is a noticeable slowdown in the banking, automotive, retail, and public sectors, particularly in France.
  • The luxury sector has experienced a slowdown due to difficulties in China.
  • The company's order book has decreased to 3.7 months of work, down from 4.3 months at the end of the first quarter.
  • Achieving the growth target and recurring operating margin of over 13% is becoming more demanding due to the difficult market conditions.


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

WAVE.PA - Wavestone SA
Half Year 2025 Wavestone SA Earnings Call
Dec 18, 2024 / NTS GMT

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Presentation
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Unidentified_1 [1]
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Hello, sorry for being a bit late. We are pleased to welcome you to this meeting, presenting West's annual revenue for the first half of the 2,425 fiscal year. I am Blonde Les Weon Financial Communication Officer at Weon. And today the speakers at Pascal and be cofounder and CEO of Weon. Hello, Pascal.

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Unidentified_2 [2]
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Hello to all.

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Unidentified_1 [3]
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To be CFO of Weon. Hello,
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