Report
Nicolas David

Sopra Steria Group : Outperformance in IT services and better control at SBS

>A reasonably confident tone - We were on a road show in London with the CEO of Sopra Steria. H1 2019 proved better than expected thanks to the signature of licences initially expected in H2 (€ 5m) and the fact that investments planned for France have been pushed out to H2. The outlook remains good in IT services for H2 as demand is still in broadly good shape, although a slowdown is on the cards due to tougher comps. The situation for SBS remains challenging but the ...
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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