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VusionGroup (VU) investor relations material
VusionGroup H1 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H1 2025 earnings summary15 Sep, 2025
Executive summary
Achieved 51% year-over-year growth in adjusted revenue to €649.3m in H1 2025, led by strong North American and VAS expansion.
Adjusted EBITDA rose 84% to €108.4m, with margin improving by 3 points to 16.7%.
Free cash flow reached €192m, and net cash position increased by €120m to €513m.
Full-year 2025 guidance for revenue and EBITDA margin was raised, reflecting robust commercial momentum and growth visibility.
Growth was driven by accelerated deployment in the US, especially the Walmart contract, and major contract wins in Europe.
Financial highlights
Adjusted sales grew 51% year-over-year to €649.3m, with 134% growth in the US and strong VAS performance.
Adjusted EBITDA increased 84% to €108.4m, margin at 16.7% (+3 pts YoY).
VAS revenues doubled to €91m (+106%), now 14.14% of total revenues.
Free cash flow reached €192m; net cash position at €513m, up €120m from year-end 2024.
CapEx totaled €98.5m, with €76.3m funded by customers and €22.2m cash impact.
Outlook and guidance
Full-year 2025 adjusted revenue target raised to €1.5bn (from €1.4bn), with EBITDA margin expected to rise by 200–300 bps.
VAS revenue growth expected to exceed 80% for the year.
Positive free cash flow generation anticipated to continue, supporting future growth and dividend policy.
Strong backlog and pipeline support confidence in continued growth into 2026.
US customs tariffs may impact medium-term profitability, but short-term impact mitigated by customer agreements.
M&A target areas and geographic focus
US EdgeSense capacity for new clients
Drivers of H2 EMEA order growth
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Next VusionGroup earnings date
Q3 2025 TU22 Oct, 2025
Next VusionGroup earnings date
Q3 2025 TU22 Oct, 2025
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Frequently asked questions
VusionGroup S.A., formerly known as SES-imagotag, specializes in the development of retail IoT technologies. The company offers a VUSION Retail IoT platform designed to transform physical stores into digital assets. This platform enhances store operations through digital price tags and connected shelves, which improve pricing accuracy, inventory management, and customer engagement. VusionGroup's solutions also focus on increasing employee productivity by automating routine tasks and providing real-time, accurate information on product availability and location. This aids retailers in reducing inventory waste and enhancing the shopping experience with better product, nutritional, and traceability information directly at the shelves. The company is headquartered in Nanterre, France, and its shares are listed on the Euronext Paris.
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