Publicis Groupe S.A. (OTCQX:PUBGY) Q3 2025 Sales Call October 14, 2025 3:30 AM EDT Company Participants Arthur Sadoun - Chairman & CEO Loris Nold - Chief Financial Officer Conference Call Participants Laura Metayer - Morgan Stanley, Research Division Nicolas Langlet - BNP Paribas Exane, Research Division Adrien de Saint Hilaire - BofA Securities, Research Division Julien Roch - Barclays Bank PLC, Research Division Jérôme Bodin - ODDO BHF Corporate & Markets, Research Division Presentation Operator Good morning.
Publicis delivered strong H1 results despite FX headwinds, with robust free cash flow and a 20-cent EPS increase year-over-year. The company upgraded its 2025 organic revenue growth guidance to 5%, factoring in client budget cuts and currency impacts. Publicis expects around 1.9B EUR in free cash flow this year, translating to a 9% FCF yield at current share prices.
I maintain my buy rating on Publicis Groupe, citing strong 2Q25 results, market share gains, and resilient organic growth across regions. PUBGY's turnaround at Sapient, coupled with strategic M&A and robust net new billings, strengthens its forward revenue visibility and growth prospects. The shift from AI pilots to scaled deployments positions Sapient for future upside, potentially driving double-digit growth beyond FY25.
| Media Industry | Communication Services Sector | Mr. Arthur Sadoun CEO | OTCQX Exchange | US74463M1062 ISIN |
| France Country | 101,152 Employees | 8 Jul 2024 Last Dividend | 24 Jul 2012 Last Split | 12 Sep 2000 IPO Date |
Publicis Groupe S.A. is a global leader in marketing, communications, and digital transformation services. Founded in 1926 and headquartered in Paris, France, the company has evolved to meet the changing needs of its clients in a digital-first world. With a footprint that spans North America, Europe, the Asia Pacific, Latin America, Africa, and the Middle East, Publicis Groupe offers a wide array of services across various sectors, including automotive, retail, financial services, consumer products, and media. Its dedication to harnessing the power of technology and data to drive marketing and business transformation has established it as a pivotal player in the industry. Publicis Groupe's approach combines the creative and strategic aspects of advertising with advanced analytics and digital technology to help brands stay ahead in a competitive and rapidly evolving landscape.