France's Equasens H1 profit up 10.5%, helped by acquisitions

Equasens SA

28/09/2026 07:11

Overview
France digital healthcare solutions provider's H1 2026 revenue grew 7.3%, driven by acquisitions
Net profit for H1 2026 rose 10.5% yr/yr
Profitability improved due to product mix, cost control and accretive acquisitions

Outlook
Equasens aims to strengthen its leadership in digital healthcare solutions in France and Europe
Company plans to expand AI integration and SaaS/cloud offerings to enhance its product portfolio
Equasens expects to benefit from Wave 2 of the Ségur digital health programme through H1 2027

Result Drivers
ACQUISITIONS - Revenue growth was mainly driven by the Erevo acquisition and integration of Novaprove and DIS businesses
PRODUCT MIX & COST CONTROL - Improved profitability was attributed to a favourable product mix and tight control over expenses, particularly personnel costs
SÉGUR PROGRAMME - Initial impact from Wave 2 of France's Ségur digital healthcare investment programme supported revenue

Company press release: ID:nGNE73h6Xx

Key Details
Metric
Beat/Miss
Actual
Consensus Estimate
H1 Net Income
 
EUR 20 mln
 
H1 Basic EPS
 
EUR 1.26
 

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 €51.00, about 73.2% above its September 25 closing price of €29.45
The stock recently traded at 10 times the next 12-month earnings vs. a P/E of 13 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.)