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OVH Groupe
OVH Groupe (OVH) investor relations material
OVH Groupe H1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H1 2026 earnings summary9 Apr, 2026
Executive summary
H1 FY2026 revenue reached €555.3 million, up 5.5% like-for-like, with adjusted EBITDA at €227.2 million and a record 40.9% margin, driven by Public Cloud and strategic initiatives including a Defence vertical and AI Lab following the Dragon LLM acquisition.
Front-loaded CapEx of €238.5 million (43% of revenue) secured supply and mitigated component cost inflation amid global supply chain disruptions.
Major contracts included a strategic agreement with Alchemy, making the company the primary infrastructure provider for global Web3 node operations.
Unlevered free cash flow was €32.3 million, while levered free cash flow was negative at €-14.2 million after leases and financial charges.
Financial highlights
Revenue: €555.3 million (+5.5% LFL, +3.6% reported); adjusted EBITDA: €227.2 million (40.9% margin, +0.9 pts YoY); net income: €5.9 million, down from €7.2 million in H1 FY2025.
CapEx: €238.5 million (43% of revenue), front-loaded to secure supply and contain inflation.
Gross margin improved to 66.8% (+1.3 pts YoY).
Net revenue retention rate reached 104%.
Outlook and guidance
FY2026 guidance: organic revenue growth of 5–7%, adjusted EBITDA margin above FY2025, CapEx at 33–35% of revenue (excluding €50 million locked-in stock for FY2027), and positive levered free cash flow.
CapEx guidance raised due to component hyperinflation, with front-loading expected to generate €25–35 million in savings.
Explain the multi-local Defence vertical strategy
Rationale for the €50m FY2027 locked-in stock
Strategy for verticalized agentic AI services
Impact of component front-loading on FY26 FCF
Revenue outlook for the new Defense vertical
Sales refocus on mid-sized vs large contracts
Strategic goals for the Dragon LLM acquisition
Impact of Broadcom pricing on private cloud
Rationale for the FY27 component stock lock-in
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Latest events from OVH Groupe
- Q3 FY2024 revenue up 10.1% year-over-year, driven by strong cloud growth and U.S. momentum.OVH
Q3 2024 TU3 Feb 2026 - FY 2024 delivered 10.3% revenue growth, margin expansion, and a EUR 350 million share buyback launch.OVHH2 202418 Jan 2026
- Q1 revenue up 10.1% to €264M, with strong cloud growth and FY2025 guidance reaffirmed.OVHQ1 2025 TU10 Jan 2026
- Q1 FY26 revenue up 6.0% to €275.3M, driven by strong Public Cloud growth and confirmed guidance.OVHQ1 2026 TU8 Jan 2026
- 10.2% revenue growth, 40% EBITDA margin, and positive net income highlight H1 FY25.OVHH1 202527 Dec 2025
- Q3 revenue up 9.3% like-for-like, with robust cloud and international growth; FY2025 guidance reaffirmed.OVHQ3 24/25 TU14 Nov 2025
- Revenue topped €1B, margins rose, and new CEO appointed to drive future growth.OVHH2 202521 Oct 2025
OVH Groupe
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