Banijay Group N.V.
BNJ
ISIN NL0015000X07 / Valor 119402751
Banijay Group N.V.
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About company
Banijay Group N.V. is a leading global content producer and distributor, headquartered in France and overseen by CEO Marco Bassetti. Established in 2008, the company encompasses over 130 production entities across 23 countries, generating more than 200,000 hours of diverse content annually. In 2024, Banijay Entertainment and its live events division, Banijay Live, reported revenues of approximately €3.348 billion and an EBITDA of €528 million. The group specializes in both scripted and non-scripted programming, launching over 250 new non-scripted titles and 110 scripted titles, alongside 80 shows tailored for streaming platforms and the creation of 33 unique formats across multiple territories. Banijay is recognized for developing and distributing high-quality intellectual properties, including well-known franchises such as Survivor, Big Brother, Peaky Blinders, and MasterChef, among others, underscoring its significant presence in the global entertainment industry.
Summarized from source with an LLMView SourceSector: FinanceLatest Results (26.11.2025):
Banijay Group N.V. — Full Year 2024 (with Q4 2024 acceleration): Banijay delivered record FY‑2024 results with revenue of €4,803m (+10.9% at constant currencies), Adjusted EBITDA of €900m (+21.6%, margin 18.7%, +160bp) and Adjusted net income of €418m (+29.3%). Q4 showed stronger momentum (revenue +14.8% and Adjusted EBITDA +32.8%). Adjusted free cash flow was €745m (conversion ~83%), net financial debt was €2,599m (leverage 2.9x) and the Board proposed a €0.35 per share dividend (35% payout).
Top‑line and segment mix
Group revenue growth was driven by Banijay Gaming (Online sports betting & gaming: +45.4% FY, +49.3% in Q4) while Content production, distribution & live experiences was broadly stable (+0.5% FY) with a strong scripted delivery rebound in Q4.
Profitability
Adjusted EBITDA rose to €900m (+21.6% at constant currencies) with margin expansion to 18.7%. Segment margins: Banijay Entertainment & Live ~15.8%; Banijay Gaming ~26.1% in 2024.
Cash flow and balance sheet
Adjusted free cash flow was €745m (+22.9%) with adjusted operating free cash flow €620m; capex increased to €105m. Net financial debt €2,599m (vs €2,280m at 31‑Dec‑2023) and reported leverage 2.9x LTM Adjusted EBITDA. Cash on hand ~€482m.
Capital actions and financing
Successful refinancing and maturity extension (2028–2032) completed; post‑year refinancings in Jan‑2025 included a €400m term loan and re‑pricing of Term Loan B tranches. Directors, including CEO François Riahi, signalled confidence via share purchases.
Dividend and shareholder return
The Board proposed a €0.35 per share dividend (c.35% payout on Adjusted net income); the Group reiterated plans to expand free float and improve stock liquidity, with a Capital Markets Day scheduled for 16 May 2025.
2025 outlook and risks
Guidance: mid‑to‑high single digit Adjusted EBITDA growth for the Group in 2025, with mid‑single digit revenue growth in Content & Live and mid‑teens in Gaming. Management flags a -€20m Adjusted EBITDA hit in 2025 from higher French betting taxes (effective 1 July 2025) but still expects double‑digit growth for the gaming segment.
Summarized from source with an LLMView SourceKey figures
Performance
Volatility
4114 M
Market cap (USD)
3,436
Daily traded volume (Shares)
8.55 / 8.45
1 day high/low (USD)
52 weeks high/low (USD)
Dividend ex-date
Dividend (USD)
Dividend yield (p.a.)
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P/E ratio
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EPS (USD)
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Ratings & reviews
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