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Bolloré (BOL) investor relations material
Bolloré Q3 2026 TU earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Q3 2026 revenue reached €937m, up 53% at constant scope and exchange rates; 9M revenue was €2,581m, up 21% on the same basis.
Financial highlights
Q3 reported revenue increased 49% YoY; 9M reported revenue rose 19%, including scope reductions of €17m and €48m, respectively, primarily from Ovrsea’s exit.
Ovrsea’s exit followed its merger with Fusalpes in December 2025; the scope impact was also reflected in other activities’ gross revenue.
Segment performance
Energy: Q3 revenue €851m, +61% organic; 9M revenue €2,318m, +24% organic, with volumes down 9% and 11%, respectively.
Industry: Q3 revenue €76m, +4% organic; 9M revenue €232m, +2%, with Films and Systems growth offsetting declines in Blue activities, mainly Bluebus.
Other activities: Q3 revenue €10m, +3% organic, reflecting improved real estate revenue; 9M revenue €31m, down 3%, mainly due to lower real estate revenue.
- Revenue grew 8%, but earnings fell as dividends cut net cash to €1.447bn.BOL
H1 2026 - Q1 2026 revenue up 6.5%, Energy segment strong, exceptional €1.5/share dividend proposed.BOL
Q1 2026 TU - EBITA surged to €286 million despite a 9% revenue drop, with a €1.5/share exceptional dividend proposed.BOL
H2 2025 - Q3 2025 revenue fell 24% year-over-year, driven by declines in Energy and Industry.BOL
Q3 2025 TU - EBITA surged to €123 million on stable revenue, with strong cash and continued investments.BOL
H1 2025 - Q1 2025 revenue stable at €782M, with modest industry growth and key legal, capital actions.BOL
Q1 2025 TU - Q3 revenue up 2% organically, driven by Communications and Industry, amid major group restructuring.BOL
Q3 2024 TU - Net income soared to €3.9bn, driven by the Bolloré Logistics sale and strong Communications growth.BOL
H1 2024 - 2024 saw robust earnings, major asset sales, a higher dividend, and all resolutions passed.BOL
AGM 2025
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