Report
Nicolas David

Sopra Steria Group : Confident stance on H2. The market’s already very (too) pessimistic on 2023

>Solid outlook for H2 2022 - The roadshow organised in London with Sopra Steria’s management (CEO and CFO) on 1 and 2 August lent weight to our view that the group’s outlook remains solid for H2 2022. On the growth front, this confidence stems from: i/ demand that remains strong and in excess of supply, allowing the group to push through price hikes; and ii/ solid net hiring in H1, allowing the group to post organic headcount growth of c. 5.5% y-o-y at end-June. It is...
Underlying
Sopra Steria Group SA

Sopra Steria Group is a global player in IT services, with operations in consulting, software development, and integration. In addition to France, Co. operates in the United Kingdom, Spain, Italy, Switzerland, Germany, and Belgium, assisting its clients in managing the transformation of their businesses and information systems. Co. divides its operation into three categories: Consulting, Systems and Solutions Integration, and Software Development; which it spreads among eight major verticals: Financial Services, Insurance and Social Welfare, Public Sector, Telecom Operators, Aerospace and Defense, Energy, Transport and Courier Services, and Retail.

Provider
Oddo BHF
Oddo BHF

​Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.

Analysts
Nicolas David

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