Seche Environnement Sa · EURONEXT:SCHP
Seche Environnement Sa — Q1 2026 Earnings Presentation
10 slides from Seche Environnement Sa's earnings presentation, Apr 23, 2026
Slide 1: Activity as of March 31, 2026
Activity as of March 31, 2026 Conference Call on April 23, 2026
Slide 2: Highlights of the period
2 Highlights of the period Revenue up +5% Growth targets confirmed for 2026 Performance in line with targets Actual scope: Contributed revenue up +5.4% Scope effect: +€16.0m - Strong contribution from Hidronor (Chile) and La Filippa (Italy) Organic* growth: stable business (contributed revenue +0.1%
Slide 3: Reported revenue – Contribution revenue
3 Reported revenue – Contribution revenue Increase in revenue: +5.4% Activity stable on a like-for-like basis Change in reported revenue (in €M) Non-contributed revenue: €16.7m (compared to €16.2m last year) IFRIC 12 investments: €0.5 million compared to €0.1 million. TGAP (General Tax on Polluting
Slide 4: Activity by geographic region
4 Activity by geographic region France: Continuation of trends from the end of 2025 Internationally: Strong momentum Revenue contribution by geographic region International: Contributed revenue €126.6m, +29.4% reported (in € million) +14.5% organic* Scope effect: +€16.0m (Hidronor in Chile and La Fi
Slide 5: Geographic breakdown of revenue
5 Activity by geographic region Geographic breakdown of revenue International accounts for 43% of revenue Southern Africa 8% Latin America 9% France 57% International 43% Europe (excluding Asia 8% France) 18% Activity as of March 31, 2026
Slide 6: Changes in the activities mix by segment
6 Changes in the activities mix by segment Mixed performance across business segments by geographic region and by sector Change in Contributed Revenue by Activity (in € million – actual scope) Change in Hazardous Waste revenue by activity (in € million – actual scope) 197.3** 1,3 0,4 7,8 206,8 13,4
Slide 7: Quarterly revenue growth
7 Quarterly revenue growth France: Weak economic conditions and an unfavorable base effect International (43% of revenue): markets remain strong Contributed revenue by quarter (in € million on a constant scope basis) Revenue in France by quarter (in € million at constant scope) -7,6% +0.1%* 2025 181
Slide 8: 2026 Outlook
8 2026 Outlook Outlook reaffirmed for fiscal year 2026 Annual revenue target confirmed Reaffirmation of expectations in France and Internationally France Services: challenging Q2 comparison base Circular economy: caution in materials recovery segments Hazard Management: resilience of activities Inte
Slide 9: Disclaimer
9 DISCLAIMER This document may contain forward-looking information. This information constitutes either trends or objectives as of the date of this document and should not be regarded as forecasts of Contacts results or any other performance indicators. By its nature, this information is subject to
Slide 10: Change in scope of consolidation
10 Appendix 1 Change in scope of consolidation As of March 31, 2026 – In € million Hazardous Waste Non-Hazardous Waste Total Services 1.9 0.2 2.1 Circular economy 0.2 0.3 0.5 Hazard Management* 6.6 6.8* 13.4 Total 8.8 7.2 16.0 * Including La Filippa: €5.3m Activity as of March 31, 2026