Cegedim Sa · EURONEXT:ALCGM
Cegedim Sa — H1 2026 Earnings Presentation
19 slides from Cegedim Sa's earnings presentation, Jul 23, 2026
Slide 1: Revenue H1 2026
Revenue H1 2026 July 23, 2026 mj cegedim
Slide 2: Disclaimer
Disclaimer This presentation contains “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995. Forward-looking statements are based on expectations and assumptions that we believe to be reasonable when made, but that may not prove to be accurate. By th
Slide 3: H1 2026 Highlights
H1 2026 Highlights H1 2026 €324.8m Highlights +0.7% reported +0.8% Like-for-Like • Reported growth of +2.5%, like-for-like growth of +2.4% in Q2 Health & €84.1m Provident +0.7% reported Insurance +0.8% Like-for-Like • Growth in France driven by the Business Services (HR & e-business) and Third-Party
Slide 4: H1 2026 Revenue
H1 2026 Revenue Like-for-Like growth: +0.8% Cloud & Support negative impact +0.8% +0.1% -0.2% -1.2% +2.6% €322.5m €324.8m €322.5m +0.7% +4.2% -16.4% €324.8m +€2.6m +€0.2m -€0.5m +€0.5m +€3.9m -€0.8m +€1.7m -€3.0m Like-for-Like Structure Currency growth Impact Impact Health & Provident Business Servi
Slide 5: Our Business Units
Our Business Units Health & Provident Business Services Insurance E-invoicing and procurement Software for supplementary health and provident insurers Healthcare flows Flow, Third party payment, Payroll and HR solutions and outsourced management and other services Cloud services & Support
Slide 6: Health & Provident Insurance
Health & Provident Insurance 25.9% €84.1m Growth +€0.5m reported +0.7% of H1 2026 revenue H1 2026 revenue Like-for-Like +0.8% H1 2026 €84.1m H1 2026 Revenue Change +0.7% reported 2026 / 2025 +0.8% LfL H1 H1 % % €m 2026 2025 reported LfL in millions of euros €42.5m Total Health & 84.1 83.6 +0.5 +0.7%
Slide 7: Business Services
Growth +€3.9m Business Services 29.5% €95.7m reported +4.2% of H1 2026 revenue H1 2026 revenue Like-for-Like +4.3% H1 2026 €95.7m H1 2026 Revenue Change +4.2% reported 2026 / 2025 +4.3% LfL H1 H1 % % €m 2026 2025 reported LfL in millions of euros €47.7m Total Business Services 95.7 91.8 +3.9 +4.2% +
Slide 8: Healthcare Professionals
Growth -€0.8m Healthcare Professionals 19.9% €64.7m reported -1.2% of H1 2026 revenue H1 2026 revenue Like-for-Like -1.2% H1 2026 €64.7m H1 2026 Revenue Change -1.2% reported 2026 / 2025 -1.2% LfL H1 H1 % % €m 2026 2025 reported LfL in millions of euros Total Healthcare 64.7 65.5 -0.8 -1.2% -1.2% Q2
Slide 9: Data & Marketing
Data & Marketing 20.0% Growth +€1.7m €65.1m reported +2.6% of H1 2026 revenue H1 2026 revenue Like-for-Like +2.6% H1 2026 €65.1m H1 2026 Change Revenue +2.6% reported 2026 / 2025 +2.6% LfL H1 H1 % % €m 2026 2025 reported LfL in millions of euros €34.9m Q2 +4.0% reported +4.0% LfL Total Data & Market
Slide 10: Cloud & Support
Cloud & Support Growth -€3.0m 4.7% €15.2m reported -16.4% of H1 2026 revenue H1 2026 revenue Like-for-Like -16.2% H1 2026 €15.2m H1 2026 -16.4 % reported Change Revenue -16.2 % LfL 2026 / 2025 H1 H1 % % Q2 €7.5m 2026 2025 €m reported LfL -4.5% reported -4.3% LfL in millions of euros Total Cloud & Su
Slide 11: Outlook 2026
Outlook 2026 Revenue Recurring Operating Income & Like-for-Like Operating Income growth above 2 % Expected to increase Disclosure: Based on currently available information. The Group does not provide earnings estimates or forecasts. © Cegedim 2025 11
Slide 12: Financial agenda
Financial agenda 2026 2026 September 24 October 22 After the market closes After the market closes H1 2026 Q3 2026 Earnings Revenue © Cegedim 2026
Slide 13: Q&A
cegedim © Cegedim 2026 Q&A 13
Slide 14: Annexes
cegedim © Cegedim 2026 Annexes 14
Slide 15: Q2 2026 revenue
Q2 2026 Q2 2026 €165.2m +2.5% reported Q2 2026 +2.4% Like-for-Like +1.0% +5.5% +0.3% +4.0% -4.5% €161.2m +€0.1m +€1.3m €165.2m Health & €42.6m +€0.4m +€2.5m -€0.3m Provident +1.0% reported Insurance +1.1% Like-for-Like Business €47.7m Services +5.5% reported Health & Provident Business Services Data
Slide 16: H1 2026 revenue - by quarter
H1 2026 revenue - by quarter in millions of euros Q1 Q2 Total Health & Provident Insurance 41.6 42.5 84.1 Business Services 48.0 47.7 95.7 FY 2026 Healthcare Professionals 32.1 32.6 64.7 Data & Marketing 30.2 34.9 65.1 Cloud & Support 7.7 7.5 15.2 Group 159.6 165.2 324.8 in millions of euros Q1 Q2 Q
Slide 17: H1 2026 revenue – by geographies and currencies
H1 2026 revenue – by geographies and currencies Revenue 2025 – par zone géographique Geographies Currencies As % of consolidated revenue France Ex. France Euro GBP Others Health & Provident Insurance 95.3% 4.7% 95.3% 4.7% 0.0% Business Services 95.5% 4.5% 96.6% 3.3% 0.1% Healthcare Professionals 75.
Slide 18: Revenue Q1 & Q2 2026 by BU
Revenue Q1 & Q2 2026 by BU Revenue 2025 – par zone géographique First quarter Change 2026 / 2025 in millions of euros Q1 2026 Q1 2025 reported Like-for-Like Health & Provident Insurance 41.6 41.5 +0.3% +0.5% Business Services 48.0 46.6 +3.1% +3.2% Healthcare Professionals 32.1 33.0 -2.7% -2.2% Data
Slide 19: Thank you
Thank you For more information: [email protected]