Logotype for Ipsos SA

Ipsos (IPS) investor relations material

Ipsos Q4 2025 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Logotype for Ipsos SA
Q4 2025 earnings summary25 Feb, 2026

Executive summary

  • Revenue for 2025 reached EUR 2.525 billion, with organic growth of 0.6% and total growth of 3.4%.

  • Operating margin was 12.3% (12.8% at constant scope), reflecting resilient profitability despite acquisition-related dilution.

  • Major acquisitions (The BVA Family, infas) strengthened the European footprint but diluted margins.

  • Strategic focus on digital expansion, AI, and global managed services to drive future growth.

  • Leadership changes included a new CEO, Board President, and Chief Platforms and Technology Officer.

Financial highlights

  • Gross margin was 67.8% (EUR 1,711 million), down from 68.7% in 2024, mainly due to acquisitions and higher data collection costs.

  • Net profit attributable to the group was EUR 186.6 million; adjusted net profit was EUR 240.4 million.

  • Free cash flow was EUR 181 million, close to the recent average but down from EUR 216 million in 2024.

  • Net debt at EUR 219 million (up from EUR 57 million), debt/EBITDA at 0.5x, gross debt EUR 525 million.

  • CapEx was EUR 78 million; cash position at year-end was EUR 318 million.

Outlook and guidance

  • Organic growth targeted at 2%-3% for 2026, with average growth of 3%-4% for 2026-2028 and >5% by 2029-2030.

  • Operating margin expected to remain at 2025 levels (~12.3%) in 2026, rising to 13.5% by 2028 and >14% after.

  • Free cash flow guidance of EUR 1.4 billion over five years; capital allocation focused on acquisitions and tech investments.

  • Shareholder return policy: 40%-50% of adjusted diluted EPS, including a EUR 100 million share buyback in 2026 and a proposed dividend of EUR 2.00 per share.

Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.

Next Ipsos earnings date

Logotype for Ipsos SA
Q1 202616 Apr, 2026
Your earnings 
season toolkit.
Download
Free on both iOS & Android.

Next Ipsos earnings date

Logotype for Ipsos SA
Q1 202616 Apr, 2026

The essential earnings season companion

The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.

Live calls and transcripts

Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.

Find what you need faster

Search for any keyword across all transcripts simultaneously.

Easily store key findings

Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Your watchlist. Your dashboard.

Follow the companies that matter to you. Get a personalized feed with real-time updates.

Be the first to know

Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.

Consensus estimates

Access analyst consensus estimates, valuation multiples, and revenue segments splits.

All IR material in one place

The easiest way to stay updated during earnings season.

Global coverage

All events from public companies. Live and recorded.

Just click and listen

No webcast links. No manual registrations.

Research anytime, anywhere

Built for professionals. Loved by everyone. Try our free mobile app.

excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com

Frequently asked questions

Ipsos SA, commonly referred to as Ipsos, is a global market research and consulting firm headquartered in Paris, France. Founded in 1975, the company specializes in delivering information and insights on brands, markets, people, and society. Ipsos offers a variety of services including market strategy and understanding, retail and consumer intelligence, public affairs, media development, and employee relationship management. The company's research methods cover both qualitative and quantitative techniques, providing actionable insights across various sectors such as healthcare, media, advertising, and technology. The company is headquartered in Paris, Ile-de-France, and its shares are listed on the Paris stock exchange.

Quartr provides global coverage of all investor relation material from public companies.

  • Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.

  • Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.

  • Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.

Yes, the Quartr mobile app is free on both iOS and Android.

Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.

Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.

Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.

Explore our global coverage