France's Equasens 2025 revenue rises

Equasens SA

05/02/2026 17:13

Overview

France digital health provider's 2025 revenue grew 9.1% as reported, driven by all business divisions

Annual Recurring Revenue reached €108.0m, up 8.8% year-on-year

Company acquired 80% equity stake in EREVO, expanding digital healthcare education

Outlook

Equasens aims to strengthen leadership in European digital health solutions market in 2026

Company to focus on AI integration and SaaS model development in 2026

Result Drivers

SYSTEMS AND EQUIPMENT - Sales in this segment drove growth, contributing €10.0m for the full year, up 11.9%, supported by investments in electronic shelf labels and secure terminals

ACQUISITIONS - Recent acquisitions, including Calimed, Novaprove, and DIS, contributed €4.2m to full-year revenue, boosting recurring revenue by €3.8m

SOFTWARE AND SERVICES - This segment saw growth of €3.0m for the full year, up 8.8%, driven by new software rollouts in healthcare institutions

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
FY Revenue
Slight Beat*
EUR 236.50 mln
EUR 236 mln (2 Analysts)

*Applies to a deviation of less than 1%; not applicable for per-share numbers.

Analyst Coverage

The current average analyst rating on the shares is "strong buy" and the breakdown of recommendations is 2 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"

The average consensus recommendation for the it services & consulting peer group is "buy."

Wall Street's median 12-month price target for Equasens SA is €52.00, about 30.7% above its February 4 closing price of €39.80

The stock recently traded at 13 times the next 12-month earnings vs. a P/E of 12 three months ago

Press Release: ID:nGNE3JdXX9

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.)