Sopra Steria Group SA

Latest Results (15.12.2025):

Sopra Steria Group SA — Q4 2024 / full-year 2024 results: Revenue for the full year 2024 was €5,776.8m (‑0.5% vs 2023), operating profit on business activity rose to €564.7m (9.8% margin, +0.4 pp) and net profit attributable to the Group from continuing operations was €309.3m (+68.4%). Consolidated net profit attributable to the Group was €251.0m (+36.6%). Free cash flow was strong at €432.1m and net financial debt fell to €382.2m (‑59.6%). Management proposes a €4.65 per‑share dividend and reiterates medium‑term targets (RoCE ~20%, 10–11% operating margin on business activity).

Top-line and quarter dynamics

Full‑year revenue €5,776.8m, essentially flat on an organic basis (‑0.5%). Q4 revenue was €1,470.5m (Q4 organic decline ‑2.7%), with a marked Q4 slowdown in aeronautics (France) and softer UK activity linked to contract timing (SSCL platform comparison and an expired/pushed contract).

Profitability

Operating profit on business activity reached €564.7m (9.8% margin, achieving the ~10% margin target set in 2022). Profit from recurring operations €514.9m (+10.2%). Operating profit improved strongly to €460.3m (+39.5%), driven by lower one‑off operating charges.

Net income and per‑share metrics

Net profit from continuing operations attributable to the Group €309.3m (margin 5.4%, +68.4%). Consolidated net profit attributable to the Group €251.0m (+36.6%). Basic EPS €12.46 vs €9.08 in 2023 (+37.2%).

Cash, debt and balance sheet

Free cash flow €432.1m (above €390m in 2023), reflecting EBITDA growth and exceptional cash from a German migration programme. Net financial debt reduced to €382.2m from €946.0m at end‑2023 (‑59.6%); net debt ≈0.61x pro forma 2024 EBITDA before IFRS16.

Capital allocation & returns to shareholders

Proposed dividend €4.65 per share (same as 2023); completed €150m share buyback in Oct 2024–Jan 2025 (858,163 shares, to be retired in 2025). Total cash from refocusing transactions in 2024 was €410.6m (sale of Sopra Banking Software and other disposals).

Regional and business unit performance

France (42% of group) revenue €2,437.9m (‑1.6% organic), operating margin on business activity 9.0% (down vs 2023, hit by aeronautics). UK (17%) revenue €962.1m (‑0.5% organic) with Q4 weakness; Europe (35%) grew +0.5% organically to €2,049.0m. Digital Platform Services and Cybersecurity now generate >€600m and >€200m respectively.

Workforce, strategy & ESG

Headcount at 50,988 (end‑Dec 2024). Company accelerating shift to higher value‑added offers, investing in AI and specialist skills (developer access to gen‑AI platforms; expert tech certifications +32%). CDP A‑List and Net‑Zero targets maintained with strong Year‑to‑date emissions reductions.

Guidance and medium‑term targets

2025 targets: organic revenue growth between ‑2.5% and +0.5% (Q1 expected weakest at ‑5% to ‑6%), operating margin on business activity 9.3–9.8% (including ~0.3 pp dilution from payroll contribution increases), free cash flow 5–7% of revenue. Medium‑term (2026–2028): annual organic growth 2–5%, 10–11% operating margin on business activity, free cash flow 5–7% of revenue, RoCE ≈20%.