Sodexo's results showed steady organic growth, resilient performance in key segments, and strong European momentum despite currency headwinds. The company is undervalued on key metrics, with recent margin and ROIC pressures largely due to one-off restructuring and the Pluxee spin-off, which should normalize. Growth drivers include expansion in underpenetrated sectors, technology adoption, strategic M&A, and a regionalized operating model tailored to local markets.
Sodexo S.A. (OTCPK:SDXAY) Q4 2025 Earnings Call October 23, 2025 3:00 AM EDT Company Participants Juliette Klein - Head of Investor Relations Sophie Bellon - CEO & Chairwoman Sebastien De Tramasure - Group Chief Financial Officer Conference Call Participants Jamie Rollo - Morgan Stanley, Research Division Estelle Weingrod - JPMorgan Chase & Co, Research Division Jaafar Mestari - BNP Paribas Exane, Research Division Simon LeChipre - Jefferies LLC, Research Division Leo Carrington - Citigroup Inc., Research Division Kate Xiao - BofA Securities, Research Division Sabrina Blanc - Sanford C.
Sodexo S.A. - Special Call Company Participants Juliette Klein - Head of Investor Relations Sophie Bellon - CEO & Chairwoman Gilles Christian Pelisson Conference Call Participants Jamie Rollo - Morgan Stanley, Research Division Jaafar Mestari - BNP Paribas Exane, Research Division Estelle Weingrod - JPMorgan Chase & Co, Research Division Leo Carrington - Citigroup Inc., Research Division Karl Green - RBC Capital Markets, Research Division Kate Xiao - BofA Securities, Research Division Presentation Operator Good morning, and thank you for standing by, and welcome to the Sodexo call this morning.
| Specialty Retail Industry | Consumer Discretionary Sector | Ms. Sophie Bellon CEO | OTC PINK Exchange | 833792104 CUSIP |
| FR Country | 317,177 Employees | 20 Dec 2024 Last Dividend | 11 Aug 2015 Last Split | - IPO Date |
Sodexo S.A. is a global leader in providing a vast range of services that enhance the quality of life. With its global presence, Sodexo delivers comprehensive solutions that span food services to facilities management. The company's evolution from Sodexho Alliance to Sodexo S.A. in 2008 marked a significant milestone in its expansion and diversification of services. Founded in 1966, Sodexo has established its headquarters in Issy-les-Moulineaux, France, and continues to grow its international footprint, serving clients across various sectors including corporate, government, healthcare, education, and more.
Sodexo S.A. offers a broad spectrum of services designed to improve the quality of daily life for everyone it serves. Here is a breakdown of its primary offerings:
These include corporate services tailored for businesses in diverse sectors, energy and resources support for challenging environments, specialized solutions for government and agencies, as well as custom services for healthcare, seniors, and educational institutions through learning solutions.
Sodexo is well-recognized for its food services, which encompass a variety of options such as retail services, food delivery, and meal and food vouchers. The company adapts to the digital age by providing digital food ordering services, ensuring convenience and efficiency in meal provision.
The comprehensive facilities management services by Sodexo include technical service management, assets management, and a host of other services aimed at maintaining and enhancing the functionality and safety of buildings and spaces. This includes building maintenance, access control, deep cleaning, energy management, space planning, front-of-house services, grounds and waste management, HVAC systems, and pest control, among others. Sodexo's expertise in facilities management ensures operational excellence and improves the life of buildings and their occupants.
Beyond the primary offerings, Sodexo extends its capabilities to savings and purchase solutions, embracing data and digital tools to streamline operations. The company provides advisory services, and client support, and enhances the work-life balance and employee experience through various innovative solutions. Sodexo’s approach is holistic, aiming at adding value to its clients by not just providing services but also by being a partner in enhancing operational efficiency and employee satisfaction.