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VusionGroup (VU) investor relations material
VusionGroup Q3 2025 TU earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 TU earnings summary22 Oct, 2025
Executive summary
Q3 2025 adjusted sales rose 59% year-over-year to €355 million, with nine-month adjusted sales up 54% to over €1 billion, driven by strong US growth and major UK contracts with Morrisons, Asda, and Co-op.
Value-added services (VAS) sales for nine months reached €144 million, up 115% year-over-year, with recurring VAS up 37% and non-recurring up 238%.
Rolling 12-month order entries reached €1,764 million, up 26% year-over-year, reflecting strong commercial momentum in the US and Europe.
Full-year 2025 adjusted sales guidance confirmed at €1.5 billion, representing a 50% increase over 2024.
Major new contracts and rapid cloud migration are accelerating growth and digital transformation in retail.
Financial highlights
Q3 2025 adjusted revenue: €355.3 million (+59% year-over-year); IFRS revenue: €347.8 million (+56%).
Nine-month 2025 adjusted revenue: €1,005 million (+54% year-over-year); IFRS revenue: €962 million (+56%).
Americas & Asia-Pacific nine-month adjusted sales: €706 million, up 122%; EMEA: €298 million, down 11%.
Order entries for nine months: €1,292 million (+12% year-over-year); rolling 12-month: €1,764 million (+26%).
VAS now 14.3% of total revenues, up from 10% last year.
Outlook and guidance
Full-year 2025 adjusted revenue guidance confirmed at €1.5 billion, with adjusted EBITDA margin expected to increase by 200–300 basis points.
Q4 expected to be the largest quarter ever, targeting €500 million in revenue.
Expects to exceed initial VAS revenue growth target of 80% for 2025.
Strong order book and pipeline provide robust growth prospects for 2026.
Profitability improvement and positive free cash flow expected.
U.K. market: Top 3 European market by 2026?
How does EdgeSense enable AI in retail?
What is the 2026 cash flow outlook?
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Next VusionGroup earnings date
H2 202526 Feb, 2026
Next VusionGroup earnings date
H2 202526 Feb, 2026
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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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