Overview
France digital health solutions firm's FY 2025 revenue rose 9.1%, net profit up 8.8%
Annual recurring revenue grew 8.8% to €108 mln, reflecting strong demand for digital solutions
Company acquired majority stake in Erevo, expanding into digital healthcare training
Outlook
Company aims to strengthen leadership in French and European digital health solutions market in 2026
Equasens to continue integrating AI into core software and develop new SaaS functionalities in 2026
E-CONNECT division faces supply constraints for RAM and components in 2026, has secured supply
Result Drivers
INNOVATIVE SOLUTIONS - Co said strong commercial performance in 2025 was driven by its portfolio of digital solutions for healthcare professionals and providers
RECURRING REVENUE - CFO said recurring revenue and strong cash generation supported the business model and technology investments
DIVISIONAL GROWTH - E-Connect and Medical Solutions divisions posted strong revenue growth, though E-Connect margins fell due to less favourable product mix and higher costs
Company press release: ID:nGNE6kxl8f
Key Details
Metric
Beat/Miss
Actual
Consensus Estimate
FY Net Profit
EUR 41.10 mln
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 52% above its March 27 closing price of €34.20
The stock recently traded at 11 times the next 12-month earnings vs. a P/E of 14 three months ago
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(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.)