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Compagnie de l'Odet (ODET) investor relations material
Compagnie de l'Odet Q1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Q1 2026 revenue increased 6.5% at constant scope and exchange rates, reaching €815 million, with reported growth of 4.3% year-over-year.
Bolloré Energy drove growth with a 7.9% revenue increase, while industrial activities declined 3.2% due to lower Bluebus and Specialized Terminals sales.
Financial highlights
Total Q1 2026 revenue: €815 million, up from €782 million in Q1 2025.
Bolloré Energy revenue: €731 million (+7.9% organic growth); Industry: €74 million (-3.2% organic growth); Other: €10 million (-13.7% organic growth).
Reported revenue growth of 4.3% includes a -€16 million scope change from the Foresea Technologies transaction.
Segment performance
Bolloré Energy benefited from higher oil product prices due to Middle East conflict, offsetting a slight decline in sales volumes.
Industrial activities saw growth in Films but declines in Bluebus and Specialized Terminals.
Other segment revenue dropped sharply, mainly due to lower contributions from agricultural assets and holdings.
- Net income soared to €3.87 billion, driven by asset sales and strong Communications growth.ODET
Q2 20241 Jul 2026 - Q3 revenue up 2% organically, with strong reported growth from Lagardère consolidation.ODET
Q3 20241 Jul 2026 - Net income surged on major asset sales, with a 10% dividend hike and strong net cash.ODET
Q4 20241 Jul 2026 - Q1 2025 revenue grew modestly, with stable energy, industry gains, and ongoing legal actions.ODET
Q1 20251 Jul 2026 - Q3 2025 revenue fell 24% year-over-year, driven by energy and industry segment declines.ODET
Q3 20251 Jul 2026 - EBITA rebounded to €121 million on stable revenue, with strong cash and legal risks ongoing.ODET
Q2 20251 Jul 2026 - 2025 net income fell to €218 million, but EBITA rebounded and a higher dividend is proposed.ODET
Q4 20251 Jul 2026
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