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Sodexo (SW) investor relations material
Sodexo H2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H2 2025 earnings summary23 Oct, 2025
Executive summary
Fiscal year 2025 delivered 3.3% organic revenue growth (3.7% underlying), with consolidated revenues at €24.1 billion, in line with revised guidance despite operational and commercial challenges, especially in North America and U.S. higher education.
The company completed its pivot to a pure-play food and services provider, including the Pluxee spin-off, portfolio streamlining, and increased investments in digital, culinary, and sustainability initiatives.
Leadership transition to Thierry Delaporte as CEO effective November 2025, with a focus on operational execution and commercial acceleration.
Financial highlights
Revenues reached €24.1 billion, up 1.2% year-over-year, with organic growth of 3.3% (3.7% excluding major events).
Underlying operating profit was €1,139 million (+2.7%), with a margin of 4.7% (up 10 bps at constant currencies); reported margin was flat due to FX headwinds.
Free cash flow was €459 million, including a €160 million exceptional tax outflow; underlying cash conversion was 91%.
Underlying EPS reached €5.37, up 3.7% at constant currencies; proposed dividend is €2.70 per share, up 1.9%.
Net profit was €695 million; underlying net profit €785 million, up 3.7% at constant currencies.
Outlook and guidance
Fiscal 2026 is a transition year, with organic revenue growth expected between 1.5% and 2.5%, and at least +2% from pricing; a one-off contract reclassification will reduce reported growth by 70 bps.
Underlying operating margin is expected to be slightly lower than FY25, mainly due to investment phasing and growth mix, with margin pressure concentrated in North America.
CapEx target is 2.5% of revenue, with continued focus on organic growth, selective bolt-on M&A, and targeted ROCE above 15%.
Dividend payout ratio remains at 50% of underlying net income.
What drives lower FY26 UOP margin?
Address US Education contract losses
New CEO's immediate priorities
U.S. Higher Ed turnaround plan: FY26 impact?
Detail FY26 strategic investment scope and rationale
Effectiveness of revamped sales incentive structure
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Q1 2026 TU8 Jan, 2026
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Frequently asked questions
French Food Services
Sodexo (formerly known as Sodexho Alliance) is a French company with multinational operations that provides food and facility management services. The company is massive in its scale of operations and serves over 100 million people every day. Sodexo’s services are employed in several sectors, with everything from private businesses to governmental agencies and publicly owned facilities such as schools and prisons. It is headquartered in Issy-les-Moulineaux, a suburb of Paris, and its shares are traded on EPA.
Société d'Exploitation Hôtelière
Sodexo was founded in 1966 by Pierre Bellon in Marseilles, France. Initially named "Société d'Exploitation Hôtelière," the company began by providing catering services to companies, schools, and hospitals. During the 1980s and 1990s, Sodexo experienced significant growth and expanded outside of France. Alongside its geographical expansion, Sodexo diversified its service offerings, moving beyond catering to include facilities management services. The turn of the century saw Sodexo accelerate its expansion, growing through a broadening of its service portfolio and strategic acquisitions.
Food Services
Sodexo is most known for its food services, which include managing cafeterias in educational institutions and corporate offices, where they provide daily meal services to students and employees. It also supplies catering services to institutions such as correctional facilities, and governmental agencies. Additionally, they handle event catering, offering food services for events such as conventions and trade shows. Two publicly traded companies with similar services to Sodexo are Aramark and Compass Group.
Other Services
Beyond its well-known food services, Sodexo offers a broad range of facilities management solutions to complement its catering services. These services encompass maintaining and managing physical spaces for its clients, as well as building maintenance, cleaning, and security services. These complimentary services are aimed at providing comprehensive solutions for its clients in turn helping institutions such as schools and offices to receive all its services from one company.
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