France's Vusion H1 adjusted revenue rises 29% on VAS growth, Walmart rollout

Vusion SA

21/09/2026 16:53

Overview
France AI-powered retail solutions provider's H1 adjusted revenue grew 29% yr/yr to €839 mln
Adjusted EBITDA for H1 rose 48% yr/yr to €160 mln
Company plans new share buyback mandate after completing previous €30 mln program

Outlook
Vusion confirms 2026 adjusted revenue growth guidance of 15% to 20% at constant exchange rates
Company expects around 40% growth in VAS revenue for 2026
Vusion expects over 100 basis points improvement in adjusted EBITDA margin in 2026

Result Drivers
VAS GROWTH - Co said 39% increase in VAS revenue, including 73% growth in recurring VAS, was driven by expansion of solutions portfolio and strong innovation momentum
AMERICAS MOMENTUM - Co attributed strong Americas revenue growth to successful EdgeSense deployment at Walmart and new projects with major U.S. retailers
PROFITABILITY IMPROVEMENT - Co said higher variable cost margin and favorable revenue mix, with VAS accounting for 15% of revenue, boosted adjusted EBITDA margin

Company press release: Full Story

Key Details
Metric
Beat/Miss
Actual
Consensus Estimate
H1 Net Income
 
EUR 131.70 mln
 
H1 Adjusted EBITDA
 
EUR 160 mln
 

Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 8 "strong buy" or "buy", no "hold" and 1 "sell" or "strong sell"
The average consensus recommendation for the electronic equipment & parts peer group is "buy"
Wall Street's median 12-month price target for Vusion SA is €195.00, about 63.9% above its September 18 closing price of €119.00
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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Press Release https://ses.actusnews.com/site/un_communique_json.php?InfosIds=100318
(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.)