France's Vusion H1 revenue rises 34% on retailer partnerships

Vusion SA

30/07/2026 16:50

Overview
France digital retail solutions firm's H1 2026 IFRS revenue rose 34%, adjusted revenue up 29% yr/yr
Growth driven by major retailer partnerships in EMEA, Americas, and APAC regions
Company agreed to acquire In-Store Media to broaden connected store platform

Outlook
Vusion reaffirms 2026 adjusted revenue growth guidance of 15% to 20% at constant FX and tariffs
Company expects around 40% growth in VAS revenue for 2026
Adjusted EBITDA margin seen rising more than 100 basis points in 2026

Result Drivers
RETAILER PARTNERSHIPS - Co said revenue growth was driven by major retailers expanding strategic partnerships in EMEA, Americas, and APAC
EDGESENSE AND VAS - Ramp-up of EdgeSense platform and strong growth in Value-Added Services, especially recurring VAS revenue, supported results
AMERICAS MOMENTUM - Successful deployment of EdgeSense at Walmart in the US and expansion into Mexico contributed to Americas and APAC growth

Key Details
Metric
Beat/Miss
Actual
Consensus Estimate
H1 Revenue
 
EUR 819.8 mln
 
H1 Adjusted Revenue
 
EUR 839.3 mln
 

Analyst Coverage
The current average analyst rating on the shares is "strong buy" and the breakdown of recommendations is 8 "strong buy" or "buy", no "hold" and no "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 43.8% above its July 29 closing price of €135.60
The stock recently traded at 12 times the next 12-month earnings vs. a P/E of 11 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.)