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.
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
Sodexo S.A. (OTCPK:SDXOF) Q3 2025 Sales/ Trading Statement Call July 1, 2025 3:00 AM ET Company Participants Juliette Klein - Head of Investor Relations Sebastien De Tramasure - Group Chief Financial Officer Conference Call Participants Andre Juillard - Deutsche Bank AG, Research Division Estelle Weingrod - JPMorgan Chase & Co, Research Division Ivar Billfalk-Kelly - UBS Investment Bank, Research Division Jaafar Mestari - BNP Paribas Exane, Research Division Jamie David William Rollo - Morgan Stanley, Research Division Julien Richer - Kepler Cheuvreux, Research Division Neil Christopher Tyler - Redburn (Europe) Limited, Research Division Pravin Gondhale - Barclays Bank PLC, Research Division Sabrina Blanc - Sanford C.
Sodexo faced a weaker-than-expected first semester, reducing growth projections and leading to a 30% drop in share price. Despite a 3.25% gross profit increase, restructuring costs and scope changes impacted operating profit, resulting in a net income of 434M EUR. Full-year guidance was revised down, with organic revenue growth now expected at 3-4% and a smaller margin improvement of 10-20 bps.
Sodexo S.A. (OTCPK:SDXOF) Q2 2025 Earnings Conference Call April 4, 2025 3:00 AM ET Company Participants Juliette Klein - Head of Investor Relations Sophie Bellon - Chairwoman & CEO Sebastien De Tramasure - Group CFO Conference Call Participants Ivar Billfalk-Kelly - UBS Simon LeChipre - Jefferies Leo Carrington - Citi Andre Juillard - Deutsche Bank Jaafar Mestari - BNP Paribas Operator Good morning.
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
The Super Bowl isn't just about the game—it's also about the food. Belinda Oakley, CEO of Sodexo Live!
Sodexo S.A. (OTCPK:SDXOF) Q1 2025 Earnings Conference Call January 7, 2025 3:00 AM ET Company Participants Juliette Klein - Head of Investor Relations Sebastien De Tramasure - Group CFO Conference Call Participants Julien Richer - Kepler Cheuvreux Jamie Rollo - Morgan Stanley Vicki Lee - Barclays Bank Simon LeChipre - Jefferies Simona Sarli - BofA Securities Jaafar Mestari - BNP Paribas Neil Tyler - Redburn Atlantic Estelle Weingrod - JPMorgan Operator Good morning.
French food caterer Sodexo reported a nearly 5% rise in its first-quarter organic revenue on Tuesday, missing market expectations, as robust growth in India, Brazil and Australia was offset by decreased activity in Continental Europe.
Sodexo's FY 2024 revenue grew by 5% to 23.8B EUR, with a 14% increase in operating profit due to stable G&A expenses. The company generated a net free cash flow of 660M EUR, translating to 4.50 EUR per share, but I find the valuation relatively high. However, for FY 2025, Sodexo anticipates a 5.5% revenue growth and a 30-40 bps increase in operating profit margin, projecting a net income of 770M EUR.