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PLUXEE N.V. (FR:PLX)
:PLX
France Market
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PLUXEE N.V. (PLX) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Oct 29, 2026
Before Open (Confirmed)
Period Ending
2026 (Q4)
Consensus EPS Forecast
0.73
Last Year’s EPS
0.82
Same Quarter Last Year
Based on 7 Analysts Ratings

Earnings Call Summary

Q2 2026
Earnings Call Date:Apr 16, 2026|
% Change Since:
|
Earnings Call Sentiment|Positive
The call highlighted a strong first half with solid organic top-line growth, record new client wins, substantial margin expansion, high cash conversion and an improved net cash position — signaling execution strength and resilience of the Employee Benefits core. Offsetting this are meaningful near-term challenges: regulatory uncertainty in Brazil with potentially large revenue/cost impacts, temporary weakness in Other Products & Services (Public Benefits phasing and UK/US strategic exits), Q2 growth moderation and currency headwinds. Management has outlined mitigation actions (client renegotiations, cost reductions, open-loop rollout, legal action) and reiterated full-year objectives, but Brazil remains the primary material risk for H2.
Company Guidance
Management reaffirmed fiscal 2026 objectives—assuming full implementation of the Brazilian PAT reform from H2—targeting stable total revenues on an organic basis, a slight organic expansion in recurring EBITDA margin, and recurring cash conversion of around 80% on average over FY2024–2026 (float revenue guidance for FY26 ranges from a slight organic decrease to a slight organic increase). That guidance is backed by H1 delivery (total revenues €655m, +5.6% organic; Employee Benefits €500m, +9.4% organic; recurring EBITDA €242m, +12.9% organic; recurring EBITDA margin 37%, +229 bps organic; recurring operating EBITDA margin 28.1%, +268 bps organic; recurring free cash flow €210m, 86% cash conversion; net financial cash €1.270bn, +€107m) and by specific financial assumptions: full‑year CapEx roughly 9% of revenues (H1 CapEx €44m, 6.8% of revenues), average investment yield 6.1% (H1, +10 bps), financial income/expenses between -€15m and -€10m, an effective tax rate ~31.4%, adjusted EPS €0.78 (+6.8% ex‑OIE in H1), and continuation of the €100m share buyback (~64% executed). Management cautioned that Brazil mitigation actions are underway but that, in a downside end‑state, Brazil revenues could be cut by roughly 50% and would require commensurate cost reductions to preserve local EBITDA margin, and they expect Latin America operating revenue growth to turn negative in Q3 as the reform phases in.
Total Revenues Growth
Total revenues reached EUR 655 million in H1 FY2026, up +5.6% organically (reported +3.0% including -3.6% currency impact and +1% scope).
Strong Employee Benefits Performance
Employee Benefits operating revenue reached EUR 500 million in H1, delivering +9.4% organic growth; Employee Benefits BVI reached EUR 10.1 billion (+5.9% organic; +6.8% organic excluding delayed Romania rollout).
Record New Client Wins and Face Value Momentum
Record EUR 0.9 billion of new annualized BVI from new client acquisition in H1; cumulative incremental BVI from face value increases reached EUR 2.9 billion, approaching the >EUR 3.0 billion 3-year target.
Material Margin Expansion
Recurring EBITDA of EUR 242 million, up +12.9% organically; recurring EBITDA margin expanded to 37% (+229 bps organically). Recurring operating EBITDA margin rose to 28.1% (+268 bps organically).
Robust Cash Generation and Balance Sheet Strength
Recurring free cash flow of EUR 210 million with an 86% cash conversion rate in H1; net financial cash position (ex-restricted cash) of EUR 1.270 billion (+EUR 107 million semester increase); gross financial debt roughly unchanged at <EUR 1.3 billion.
Profitability and Earnings
Net profit of EUR 116 million, up +9.3% year-on-year; adjusted EPS (group share) EUR 0.78, up +6.8% (including initial accretion from share buyback execution).
Regional Outperformance — Latin America & Rest of World
Latin America operating revenue EUR 229 million, +12.1% organic (driven by Brazil); Rest of World operating revenue EUR 94 million, +8.4% organic (excluding UK/US transformation +16.9% organic).
Operational Efficiency and Technology Levers
Margin expansion driven by operating leverage, product/process streamlining, automation (including increasing AI use), and tighter project prioritization; CapEx discipline with H1 CapEx EUR 44 million (6.8% of revenues) and continued shift toward OpEx/cloud model.
Credit Rating and Capital Return
Maintained S&P rating at BBB+ with stable outlook; ongoing EUR 100 million share buyback ~64% completed and active M&A pipeline (recent acquisitions contributing to scope and growth).

PLUXEE N.V. (FR:PLX) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

FR:PLX Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Oct 29, 2026
2026 (Q4)
0.73 / -
0.82
Apr 16, 2026
2026 (Q2)
0.78 / 0.78
0.736.16% (+0.05)
Oct 30, 2025
2025 (Q4)
0.71 / 0.82
0.6918.84% (+0.13)
Apr 17, 2025
2025 (Q2)
0.65 / 0.73
0.4562.22% (+0.28)
Oct 31, 2024
2024 (Q4)
0.82 / 0.69
Apr 19, 2024
2024 (Q2)
0.68 / 0.45
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:PLX Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Apr 16, 2026
€11.72€12.02+2.56%
Oct 30, 2025
€16.66€16.48-1.11%
Apr 17, 2025
€18.08€21.35+18.11%
Oct 31, 2024
€15.09€18.28+21.13%
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 PLUXEE N.V. (FR:PLX) report earnings?
PLUXEE N.V. (FR:PLX) is schdueled to report earning on Oct 29, 2026, Before Open (Confirmed).
    What is PLUXEE N.V. (FR:PLX) earnings time?
    PLUXEE N.V. (FR:PLX) earnings time is at Oct 29, 2026, Before Open (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 PLUXEE N.V. stock?
          The P/E ratio of PLUXEE N.V. is N/A.
            What is FR:PLX EPS forecast?
            FR:PLX EPS forecast for the fiscal quarter 2026 (Q4) is 0.73.