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Investor Relations14 Oct 2025
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Iliad S.A (ILIAD) investor relations material
Iliad S.A Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary28 Aug, 2025
Executive summary
Achieved fastest revenue and profitability growth among European telecom peers in H1 2025, maintaining leadership in mature, competitive markets and robust subscriber satisfaction.
Service revenue grew in all core geographies: France (+2.4% YoY), Italy (+9.4% YoY), and Poland (+7.2% YoY), with subscriber base stable at 51 million.
Strategic investments in digital infrastructure, including €2.5 billion commitment to data centers, cloud, and AI projects.
Strengthened capital structure and improved credit profile, with positive outlook upgrades from Fitch, Moody's, and S&P.
Expanded market presence through new fixed offerings in France and Italy, and significant fiber acquisitions in Poland.
Financial highlights
Group service revenue up 4.3% organically to €5.1 billion (+3.8% YoY); EBITDAAL increased 10.1% to €2,046 million, with margin at 40.2% (+2.3 pts YoY).
Operating free cash flow rose 20.3% YoY to €1,168 million; equity free cash flow (excl. spectrum) at €621 million.
Net profit from continuing operations surged to €700 million, driven by operational improvements and a significant gain on the OpCore sale.
Net debt reduced to €9,433 million; leverage ratio improved to 2.3x EBITDAAL.
Liquidity remained high with €1.5 billion in cash and €2.5 billion undrawn credit facility.
Outlook and guidance
Confirms full-year operating free cash flow target of €2 billion and maintains focus on profitable growth and cash generation.
Expects recurring equity free cash flow in H2 to be lower due to higher CapEx, absence of associate dividends, and exceptional tax in France.
Upward revision of rating outlook to Positive by Moody's, S&P, and Fitch.
Continued focus on digital sovereignty, cloud, and AI infrastructure investments.
Positioned to seize further growth opportunities across all markets.
Future cloud/AI infrastructure investment plans
Analyze market strategy effectiveness by region
Implications of improved financial structure
Italy's ROCE and profitability strategy?
Drivers of France's margin improvement?
Iliad's strategy for Italian fixed growth?
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Frequently asked questions
Iliad S.A. is a telecommunications company based in France, offering a comprehensive range of telecommunication services. The company's services encompass both fixed and mobile telephony, internet access, hosting, and video on demand, catering to a diverse clientele. It has made significant strides in broadband and ultra-fast broadband technologies, including ADSL, VDLS2, 4G, and fiber to the home (FTTH), to ensure high-quality connectivity and service provision. Iliad operates in several key European markets, including France, Italy, and Poland, serving millions of subscribers. The company is headquartered in Paris, France, and its shares are listed on the Paris Stock Exchange.
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