Obiz (ALBIZ) Q2 2026 TU earnings summary

Executive summary

• Consolidated revenue reached €70.3M for H1 2025/26, up 9% year-over-year, reflecting strong business momentum.

• Operational turnaround confirmed with a return to positive EBITDA expected in H1 2025/26, driven by cost optimization and organizational restructuring.

• Strategic plan Equinoxe 2027 reaffirmed, targeting €7M EBITDA by 2027 and improved cash flow generation.

Financial highlights

• Revenue for H1 2025/26 was €70.3M, a 9% increase compared to H1 2024/25.

• Programmes relationnels et affinitaires grew 20% year-over-year, reaching €5.8M.

• E-commerce boutiques segment grew 8% year-over-year, reaching €64.5M.

• Full-year 2025 revenue was €99.1M, up 17% from the previous year.

Outlook and guidance

• Positive EBITDA expected from H1 2025/26, confirming operational recovery.

• Strategic plan aims for €7M EBITDA by 2027, with continued focus on margin improvement and cash flow.

• Confidence in achieving strong economic and financial performance for FY 2025/26.