France's Equasens H1 revenue rises on growth in maintenance and subscription businesses

Equasens SA

30/07/2026 17:27

Overview
France digital healthcare firm's H1 2026 revenue rose 7.3% yr/yr to €124.5 mln
Maintenance and subscriptions revenue grew 8.4%, driven by French pharmacy and Italian expansion
Medical Solutions division boosted by EREVO integration and new digital training offerings

Outlook
Equasens plans rollout of new functionalities across divisions between H2 2026 and H1 2027
Company prioritises integration of AI and expansion of SaaS model to enhance productivity
Equasens aims to consolidate annual recurring revenue and strengthen European growth, especially in Italy

Result Drivers
MAINTENANCE & SUBSCRIPTIONS - Growth driven by French pharmacy segment and Italian customer base expansion, with organic growth and acquisitions both contributing
SOFTWARE & SERVICES - Revenue boosted by EREVO acquisition and launch of digital training (virtual classrooms) in Medical Solutions division
MIXED DIVISIONAL PERFORMANCE - E-CONNECT division revenue fell due to weaker demand for mobility solutions and supply chain pressures, while AXIGATE LINK benefited from acquisitions and new hospital software modules

Company press release: ID:nGNE3tgd4r

Key Details
Metric
Beat/Miss
Actual
Consensus Estimate
H1 Revenue
 
EUR 124.50 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 €53.00, about 54.1% above its July 29 closing price of €34.40
The stock recently traded at 11 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.)