Education
About Us
Working with TipRanks
Follow Us
La Francaise des Jeux SA (FR:FDJU)
:FDJU
Earnings Data
Report Date
Jul 23, 2026TBA (Not Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
1.19Last Year’s EPS
1.2Same Quarter Last Year
Based on 4 Analysts Ratings
Earnings Call Summary
Q4 2025
Earnings Call Date:Feb 19, 2026|
% Change Since:
|
Earnings Call Sentiment|Neutral
The call presents a mixed but resilient picture. Highlights include record free cash flow, strong LSF performance, completion of the Kindred integration, accelerated operational efficiencies (performance plan upgraded to €150m), and a proposed dividend increase — all signals of financial strength and execution. Offsetting these positives are material tax and regulatory headwinds (notably in the Netherlands and new UK taxation), an underperforming OBG BU with a sharp margin decline, sizeable nonrecurring impairments and higher short-term IT costs tied to platform migrations. Management’s actions (performance plan, tech roadmap, brand consolidation and responsible-gaming investments) and strong cash generation mitigate many risks, but the near-term outlook remains challenged by taxes and regulatory uncertainty.Company Guidance
Strong overall financial and cash generation
Group GGR c.€8.7bn, revenue c.€3.7bn and recurring EBITDA €902m (margin 24.5%). Record free cash flow €782m, +16% YoY, with recurring EBITDA-to-cash conversion at 87% (above the >80% guidance). Net financial debt €1.7bn (down ~€100m) and leverage ~1.9x.
Robust LSF (France lottery & retail sports betting) performance
LSF GGR +3% to €6.9bn and revenue +1% to €2.5bn (includes >€28m French tax impact). Underlying lottery growth: GGR +3%, revenue +2% (>€2bn). LSF current EBITDA €913m, +3% YoY, margin 36% (+60 bps). Online lottery revenue +8%; online now >15% of lottery; player base >6 million (record recruitment).
Successful integration and operational improvements in OBG
Kindred integration completed; deployment of 32Red and Unibet on proprietary platforms in the UK. Marketing automation ramped-up (70%+ of direct marketing campaigns automated in most markets). Customer service optimization handled ~20% more interactions while reducing costs >10% in 2025.
Performance plan outperformance and scope increased
2025 performance plan savings ~€50m (vs initial €20m target). Group raised multi-year target from €120m to €150m of recurring cost efficiencies by end-2028. Additional €100m cumulative benefit expected by 2026 (including the €50m already realized). Total costs down ~2% (~€50m) despite modest GGR growth.
Dividend policy and shareholder returns
Board proposes raising dividend to €2.10 per share, maintaining stated payout policy (payout referenced ~75–80% of adjusted net income). Adjusted net income stable at €487m (vs €490m prior year).
Improvements in international lottery & portfolio optimization
International lottery EBITDA improved to €38m (up €13m), with margin rising to 22.5% from 13.1% (benefit from sale of Sporting Group and portfolio pruning). Payment & Services refocused on profitable offerings and Nirio investment for future growth.
Continued investment in technology, AI and ESG
CapEx €172m in 2025 (majority in IT). Investments in AI-driven marketing, customer operations and Responsible Gaming tools (FDJ Protect, Crucial Compliance). ESG: social & economic contribution >€7bn in France; public levies >€4.8bn; >57,000 jobs supported; €1bn+ paid to 29,000 retailers; A+/A carbon rating and €5m invested in restoration fund.
FR:FDJU Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
FR:FDJU Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 19, 2026 | €22.84 | €24.72 | +8.23% |
Jul 30, 2025 | €29.84 | €27.38 | -8.24% |
Mar 06, 2025 | €35.40 | €31.48 | -11.07% |
Jul 25, 2024 | €30.97 | €30.67 | -0.97% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does La Francaise des Jeux SA (FR:FDJU) report earnings?
La Francaise des Jeux SA (FR:FDJU) is schdueled to report earning on Jul 23, 2026, TBA (Not Confirmed).
What is La Francaise des Jeux SA (FR:FDJU) earnings time?
La Francaise des Jeux SA (FR:FDJU) earnings time is at Jul 23, 2026, TBA (Not Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is the P/E ratio of La Francaise des Jeux SA stock?
The P/E ratio of La Francaise des Jeux SA is N/A.
What is FR:FDJU EPS forecast?
FR:FDJU EPS forecast for the fiscal quarter 2026 (Q2) is 1.19.