Report
Nicolas David

Sopra Steria Group : Recent sharp fall in the share price despite the good resilience in H2 and the integration of Ordina offers an opportunity

>Towards a solid Q3 thanks to a defensive sector mix - Sopra Steria is due to publish its Q3 2023 sales on Friday 27 October before market open, with a conference call at 8.30 a.m. We expect good resilience from Sopra Steria, which should fare better than the IT services market overall thanks to its defensive sector mix (>50% of sales exposed to the public, aerospace, defence, utilities/energy sectors) and a geographical exposure that is almost exclusively European. A...
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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