Cegedim Sa · EURONEXT:ALCGM
Cegedim Sa — Q3 2026 Earnings Presentation
18 slides from Cegedim Sa's earnings presentation, Oct 22, 2026
Slide 1: Revenue Q3 2026
Revenue Q3 2026 October 22, 2026
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: Highlights Q3 2026
Highlights Q3 2026 9M 2026 €480.7m Highlights +1.0% reported +0.9% Like-for-Like €155.9m Q3 +1.5% reported • Like-for-Like growth: 9M +0.9% / Q3 +1.2 % +1.2% Like-for-Like • Growth in Q3 driven by Business Services(HR & e-business) and Third-Party Payments. Q2 • Like-for-Like growth outlook maintain
Slide 4: Q3 2026 Revenue
Q3 2026 Revenue Like-for-Like growth +1.2% Cloud & Support: Negative impact +1.2% +0.3% -% €153.7m €155.9m €153.7m +3.0% +9.5% +0.9% +1.9% -40.0% €155.9m +€1.8m +€0.4m -€m +€1.2m +€4.1m +€0.3m +€0.5m -€3.9m Like-for-Like Structure Currency growth impact impact Data & Marketing Business Services Heal
Slide 5: 9-month 2026 Group revenue
9-month 2026 Group revenue Like-for-Like growth +0.9% Cloud & Support: Negative impact +0.9% +0.2% -0.1% -0.5% +2.4% €476.1m €480.7m €476.1m +1.4% +5.9% -24.7% €480.7m +€4.4m +€0.7€m -€0.5m +€1.7m +€8.1m -€0.5m +€2.2m -€6.9m Like-for-Like Structure Currency growth impact impact Business Services Dat
Slide 6: 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 7: Health & Provident Insurance
Growth +€1.7m Health & Provident Insurance 26.2% €125.7m reported +1.4% Like-for-Like +1.5% of 9-month Group revenue 9-month BU revenue 9M 2026 €125.7m 9M 2026 Revenue Change +1.4% reported 2026 / 2025 +1.5% LfL 9M 9M % % €m 2026 2025 reported LfL in million of euros €41.6m T3 +3.0% reported Total H
Slide 8: Business Services
Growth +€8.1m Business Services 29.8% 143.3m reported +5.9% of 9-month Group revenue 9-month BU revenue Like-for-Like +6.0% 9M 2026 €143.3m 9M 2026 Revenue Change +5.9% reported 2026 / 2025 +6.0% LfL 9M 9M % % €m 2026 2025 reported LfL in million of euros €47.6m T3 +9.5% reported Total Business Serv
Slide 9: Healthcare Professionals
Growth -€0.5m Healthcare Professionals 20.2% of 9-month Group revenue €97.3m 9-month BU revenue reported -0.5% Like-for-Like -1.0% 9M 2026 €97.3m 9M 2026 Revenue Change -0.5% reported 2026 / 2025 -1.0% LfL 9M 9M % % €m 2026 2025 reported LfL in million of euros €32.6m T3 +0.9% reported Total Healthc
Slide 10: Data & Marketing
Data & Marketing 19.4% Growth +€2.2m €93.3m reported +2.4% of 9-month Group revenue 9-month BU revenue Like-for-Like +2.4% 9M 2026 €93.3m 9M 2026 Change +2.4% reported Revenue +2.4% LfL 2026 / 2025 9M 9M % % €28.2m €m 2026 2025 reported LfL T3 +1.9% reported in million of euros +2.0% LfL Total Data
Slide 11: Cloud & Support
Cloud & Support Growth -€6.9m 4.4% €21.1m reported -24.7% of 9-month Group revenue 9-month BU revenue Like-for-Like -24.6% 9M 2026 €21.1m 9M 2026 -24.7% reported Change Revenue -24.6% LfL 2026 / 2025 €5.9m T3 -40.0% reported 9M 9M €m % % -40.0% LfL 2026 2025 reported LfL in million of euros T2 Total
Slide 12: 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 2026 12
Slide 13: Financial calendar
Financial calendar 2027 2027 2027 April 21 July 22 2027 After the market close After the market close January 28 2027 Q1 2027 revenue 2027 H1 2027 revenue September 23 After the market close FY 2026 revenue March 24 June 18 H1 2027 earnings After the market close Shareholders’ FY 2026 earnings gener
Slide 14: Q&A
fg cegedim © Cegedim 2026 Q&A 14
Slide 15: Annexes
fg cegedim © Cegedim 2026 Annexes 15
Slide 16: 9-month revenue – by quarter
9-month revenue – by quarter in million of euros Q1 Q2 Q3 Total Health & Provident Insurance 41.6 42.5 41.6 125.7 Business Services 48.0 47.7 47.6 143.3 FY 2026 Healthcare Professionals 32.1 32.6 32.6 97.3 Data & Marketing 30.2 34.9 28.2 93.3 Cloud & Support 7.7 7.5 5.9 21.1 Group revenue 159.6 165.
Slide 17: 9-month revenue – by geography & currency
9-month revenue – by geography & currency Revenue 2025 – par zone géographique Geographies Currency In % of 9-month revenue France Ex.France Euro GBP Others Health & Provident Insurance 95.0% 5.0% 95.0% 5.0% 0.0% Business Services 95.3% 4.7% 96.5% 3.3% 0.1% Healthcare Professionals 75.4% 24.5% 85.4%
Slide 18: Thank you
Thank you For more information: [email protected]