Core Insights - The company reported a revenue of €116.0 million for H1 2025, reflecting a 7.4% increase compared to H1 2024, with a like-for-like growth of 6.4% [6][3] - Recurring EBITDA reached €29.8 million, up 5.5% from the previous year, while the current operating profit increased by 1.2% to €21.1 million [6][3] - Net profit remained stable at €18.1 million, showing a slight increase of 0.3% [6][3] Financial Performance - Revenue breakdown shows growth across various divisions, with Pharmagest contributing €85.9 million (+4.7% like-for-like) and e-Connect showing significant growth of 36.6% to €7.5 million [7][16] - The recurring EBITDA margin slightly decreased to 25.7% from 26.1% in the previous year [4][6] - The net financial surplus increased by €19.2 million to €98.8 million, indicating a strong financial position [6][22] Division Highlights - **Pharmagest Division**: Stable current operating profit of €14.1 million, but a decrease in profit margin to 16.4% [8][9] - **Axigate Link Division**: Current operating profit remained stable at €4.4 million, with a margin decrease to 26.5% [13][15] - **e-Connect Division**: Current operating profit grew to €2.7 million, but the margin decreased to 36.0% [16][17] - **Medical Solutions Division**: Significant revenue growth of 29.1% to €5.1 million, with an improved margin of 6.7% [18][19] - **Fintech Division**: Experienced an operating loss of €0.3 million, with sales down 7.6% to €1.0 million [20] Strategic Developments - The company completed the acquisition of DIS and ResUrgences businesses, enhancing the Axigate Link Division's position in the public healthcare sector [23][24] - The estimated contribution of the acquired businesses to Group revenue is projected at 1.3% starting in Q3 2025 [25] - The company maintains its growth guidance of nearly 10% for H2 2025, driven by organic growth and contributions from recent acquisitions [26]

Core Viewpoint - Equasens Group has completed the acquisition of two businesses specializing in software solutions for the public healthcare sector, enhancing its position in the hospital and medico-social software market [3][4][10] Acquisition Details - The acquisition was finalized on July 1, 2025, through the AXIGATE LINK Division, covering over 300 customers in the public healthcare sector and generating annual sales of approximately €5 million [3][5][7] - The acquired businesses include the ResUrgences software platform, which manages hospital emergency services, and the DIS range, which provides digital solutions for public healthcare establishments [8][10] Strategic Goals - This acquisition aligns with Equasens' strategy to develop software solutions for public health establishments, capitalizing on numerous renewal and equipment opportunities in the market [6][10] - The integration aims to create a comprehensive technology ecosystem to support the digital transformation of both public and private healthcare establishments [4][10] Product and Service Expansion - The AXIGATE LINK Division will enhance its HOSPILINK solution for hospitals and specialized facilities, optimizing resources and accelerating innovation through technical and commercial synergies [5][9][10] - The short-term objective includes integrating new functionalities from the acquisition into existing product ranges, while the medium-term goal focuses on improving interoperability across various healthcare services [12][13] Leadership Commentary - The CEO of Equasens emphasized the acquisition's role in expanding and diversifying the company's core business, aiming to meet the growing digital needs of healthcare establishments [14] - The Deputy CEO highlighted the acquisition's significance in strengthening the company's presence in the public health sector, enhancing market share, expertise, and product range [14] Integration Timeline - Operational integration of the teams and solutions is set to begin in Q3 2025, with a phased migration plan for customers to Equasens' new technology platforms [15]

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].