Core Insights - Equasens Group reported strong commercial performance in 2025, with Annual Recurring Revenue (ARR) reaching €108.0 million, an increase of 8.8% year-on-year, and full-year revenue of €236.5 million, up 9.1% [2][8]. Financial Performance - The second half of 2025 showed particularly strong growth, with reported revenue growth of 10.8%, aligning with company guidance [3]. - Full-year revenue breakdown by quarter shows: - Q1: €57.0 million (+6.9%) - Q2: €58.9 million (+7.8%) - Q3: €56.2 million (+12.1%) - Q4: €64.3 million (+9.7%) [4]. - Newly consolidated entities, including Calimed and Novaprove, contributed €4.2 million to full-year revenue [4]. Business Segments - Revenue by business segment for 2025: - Systems and equipment: €94.1 million (+11.9%) - Maintenance and subscriptions: €105.1 million (+6.8%) - Software and services: €37.3 million (+8.8%) [9]. - The Pharmagest division reported revenue of €172.2 million (+5.3%) and the Axigate Link division reached €37.6 million (+17.0%) [14]. Strategic Acquisitions - Equasens Group acquired an 80% stake in EREVO, enhancing its position in the digital continuing education market for healthcare [5]. - Recent acquisitions have contributed significantly to revenue growth, particularly in the recurring revenue segment [11][24]. Market Position and Outlook - The company aims to strengthen its leadership in the European digital health solutions market, focusing on technological innovation and interoperability [27]. - The rollout of new software solutions and functionalities, including artificial intelligence, is expected to drive future growth [28].

Core Insights - Equasens Group reported revenue of €172.2 million for the period ending September 30, 2025, reflecting an increase of 8.9% on a reported basis and 7.3% like-for-like compared to the same period in 2024 [3][4][23] Revenue Performance - Q3 2025 revenue was particularly strong, with a like-for-like growth of 9.4%, aligning with the Group's targets [4] - Total revenue for Q1, Q2, and Q3 of 2025 was €53.3 million, €54.7 million, and €50.2 million respectively, showing consistent growth across the quarters [2][4] Revenue by Business Segment - Systems and equipment segment saw a significant increase, contributing €69.1 million in 2025, up 13.1% from 2024 [6] - Maintenance and subscriptions segment grew to €77.9 million, a 6.2% increase, while software and services rose to €25.0 million, up 6.4% [6] - Q3 revenue breakdown showed systems and equipment at €22.1 million (+20.7%), maintenance and subscriptions at €26.5 million (+7.6%), and software and services at €7.6 million (+6.2%) [6] Division Performance - The Pharmagest Division reported revenue of €126.6 million, a 5.4% increase, with Q3 revenue at €40.7 million (+7.1%) [10][12] - Axigate Link Division revenue reached €25.3 million (+12.2%) with Q3 at €8.9 million (+23.8%) [16] - E-Connect Division saw substantial growth, reporting €11.4 million (+37.2%) and €3.9 million in Q3 (+38.3%) [18] Strategic Acquisitions and Innovations - Acquisitions contributed €2.4 million to revenue, with Calimed and Novaprove being significant contributors [5][8] - The Group's focus on innovation and European expansion has driven growth, particularly in France, Italy, and Germany [13][14][15] Future Outlook - The Group maintains its guidance for nearly 10% revenue growth on a reported basis for the second half of 2025 [23] - Continued focus on external growth opportunities to enhance service offerings and distribution networks is emphasized [23]

Core Insights - Equasens Group reported H1 2025 revenue of €116.0 million, reflecting a 7.4% increase on a reported basis and a 6.4% increase like-for-like compared to H1 2024 [3][4][12] Revenue Breakdown - Revenue from the Pharmagest Division was €85.9 million, up 4.7%, accounting for 74.1% of total revenue [9][10] - The Axigate Link Division reported revenue of €16.5 million, an increase of 6.7%, representing 14.2% of total revenue [10][11] - The e-Connect Division saw significant growth, with revenue of €7.5 million, up 36.6%, contributing 6.5% to total revenue [11] - The Medical Solutions Division generated €5.1 million in revenue, a 29.1% increase, with a 2.2% like-for-like growth [12] - The Fintech Division experienced a decline, with revenue of €1.0 million, down 7.6%, accounting for 0.9% of total revenue [15] Revenue by Activity Type - Configurations and hardware sales increased by 9.9% to €47.1 million, driven by strong performance in Pharmagest and e-Connect [7][8] - Maintenance and subscriptions grew by 5.5% to €51.4 million, benefiting from customer loyalty and SaaS offerings [8] - Software and services revenue rose by 6.4% to €17.4 million, supported by license sales and new deployments [8] Geographic Performance - In France, total business activities grew by 3.4% to €74.0 million, with notable growth in electronic labels and pharmacy automation solutions [13] - Italy saw a 16.5% increase in sales to €7.7 million, attributed to the opening of new pharmacies [13] - Germany's sales rose by 11.2% to €3.0 million, driven by medication adherence solutions [13] - Belgium confirmed a return to growth with a 6.4% increase to €1.2 million [13] Strategic Developments - The acquisition of CALIMED SAS contributed €1.1 million to the Medical Solutions Division's revenue [5] - On July 1, 2025, Equasens Group acquired Novaprove and DIS, enhancing the Axigate Link Division's offerings and adding over 300 public healthcare customers [16][17] - The integration of these acquisitions is expected to create synergies and strengthen the Group's position in the healthcare software market [21] Future Outlook - The Group anticipates continued growth in H2 2025, supported by positive commercial momentum across all divisions [18] - Investment efforts since 2024 are yielding results, with successful new software solutions being rolled out [20]

Core Points - Equasens Group announces the departure of Damien Valicon as Deputy Chief Executive Officer and Director of the Pharmagest Division, with François-Pierre Marquier appointed as his successor [2][3] - François-Pierre Marquier has been with Pharmagest since May 2021 and has held various leadership roles, including overseeing the Pharmacy France business since January 2023 [4] - The transition period for François-Pierre Marquier's appointment will be effective after approval from the Board of Directors [3] Company Overview - Equasens Group, founded over 35 years ago, is a leader in digital healthcare solutions, employing over 1,400 people across Europe [6] - The company specializes in business applications that support healthcare professionals in their daily operations, including electronic equipment, digital solutions, and healthcare robotics [7] - Equasens Group aims to improve coordination among healthcare professionals through interoperability solutions, enhancing patient care and system efficiency [8] Strategic Direction - The company follows a two-pronged development strategy that combines organic growth with targeted acquisitions at a European level [9] - Upcoming financial communications include Q2 2025 revenue on July 31, 2025, and H1 2025 results on September 26, 2025 [11]

Core Points - Equasens Group will hold its Annual Ordinary General Meeting on June 25, 2025, at 5:30 PM at its registered office in Villers-lès-Nancy [2] - The agenda and resolutions for the meeting were published in the French legal announcements on May 16, 2025 [3] - The Meeting Notice was published on June 6, 2025, detailing participation and voting procedures [4] Company Information - Equasens Group, founded over 35 years ago, is a leader in digital healthcare solutions, employing over 1,300 people across Europe [8] - The company provides specialized business applications that support healthcare professionals in various settings, including private practice and healthcare establishments [9] - Equasens Group focuses on interoperability solutions that enhance coordination among healthcare professionals, improving patient care and system efficiency [10] Meeting Logistics - The Annual General Meeting will be broadcast live online, with connection information available 48 hours prior to the meeting [7] - A replay of the meeting will also be accessible on the company's website for later viewing [7] - All relevant documents and voting forms are available on the company's website since June 4, 2025 [5]

Core Viewpoint - Equasens Group has initiated exclusive negotiations to acquire two software businesses in the public healthcare sector, aiming to enhance its market position and expand its solution offerings [3][6][11]. Group 1: Proposed Acquisition Details - The acquisition involves two complementary businesses: ResUrgences, a web-based platform for managing hospital emergency services, and the DIS suite of digital solutions for public healthcare establishments [4][5]. - If completed, these businesses will be integrated into the Axigate Link Division, which specializes in software for health and medico-social establishments [5]. Group 2: Strategic Focus - This acquisition aligns with Equasens' strategy to strengthen its market share in the rapidly growing public health software sector [6]. - The Group aims to enhance its portfolio with high value-added solutions, leveraging synergies with existing offerings to drive growth and innovation [7]. Group 3: Impact on Digital Transformation - The potential acquisition is expected to solidify Equasens' role in the digital transformation of the healthcare system by providing tailored solutions for healthcare establishments [8]. - The transaction is anticipated to be completed before the end of Q3 2025, subject to standard regulatory and employee consultation processes [9].