France's Emeis Q1 organic revenue rises on pricing strength

Emeis SA

06/05/2026 17:44

Overview

France care services operator's Q1 organic revenue rose 6.3% yr/yr, continuing recovery trend

Group Q1 occupancy rate increased to 89.1%, up 2.1 pts yr/yr

Company finalized or secured €1 bln in asset disposals during Q1

Outlook

Emeis confirms 2026 EBITDAR growth of more than 10% on a like-for-like basis

Company maintains medium-term EBITDAR CAGR guidance of 12-16% for 2024–2028

Result Drivers

OCCUPANCY GAINS - Higher occupancy rates across all regions, particularly in nursing homes and clinics, contributed to revenue growth

FAVORABLE PRICING - Positive price effect supported organic revenue growth, with average pricing up 3.9%

NEW FACILITY RAMP-UP - Recently opened facilities, especially in the Netherlands and Spain, added to organic growth

Company press release: ID:nBw3D4L8Fa

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q1 Revenue
EUR 1.51 bln


Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 4 "strong buy" or "buy", 2 "hold" and 1 "sell" or "strong sell"

The average consensus recommendation for the healthcare facilities & services peer group is "buy."

Wall Street's median 12-month price target for Emeis SA is €16.00, about 6.6% above its May 5 closing price of €15.01

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)