Sodexo S.A. Sponsored ADR (SDXAY)
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Sodexo S.A. (SDXOF) Q1 2025 Earnings Call Transcript
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.
Sodexo's Q1 revenue rises, though weak European volumes hold back growth
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: Attractive Revenue Growth And Margin Expansion Guidance
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.
Why Sodexo Is An Interesting Prospect And A Reinvestment Target
Sodexo is undervalued with a 15% annualized RoR, driven by its strategic refocus on food services and integrated contracts, making it a solid "Buy.". The French stock market offers appealing opportunities, and I've shifted my investment from Aramark to Sodexo due to its better valuation and growth prospects. Sodexo's strong client retention rate, impressive 3Q24 results, and potential for margin improvement and top-line growth make it an attractive investment.
Sodexo S.A. (SDXAY) Q4 2024 Earnings Conference Call Transcript
Sodexo S.A. (OTCPK:SDXAY) Q4 2024 Earnings Conference Call October 24, 2024 3:00 AM ET Company Participants Virginia Jeanson - IR Sophie Bellon - CEO & Chairwoman Sebastien De Tramasure - Group CFO Conference Call Participants Jamie Rollo - Morgan Stanley Simona Sarli - Bank of America Merrill Lynch Vicki Stern - Barclays Jaafar Mestari - BNP Paribas Leo Carrington - Citi Simon Lechipre - Jefferies Neil Tyler - Redburn Atlantic Virginia Jeanson Good morning, everyone.
French catering group Sodexo lags Q3 sales expectations
French food caterer Sodexo reported third-quarter sales slightly below expectations on Tuesday, citing a slowdown in China and a change in how it recognises revenues from some fixed-term Energy & Resources projects in Australia.
