Edenred

Edenred's share rose about 14.5% to €23.68 after the company confirmed it had been contacted by investment funds about possible takeover approaches. According to reports, BC Partners is considering forming a consortium and is said to have approached, among others, PSP Investments. The rally followed because the stock had recently been significantly undervalued and company-specific M&A speculation drove the price, while the broader market provided little support. » Altro su de.investing.com

Edenred reported Q1 2026 revenue of €730m (+3.1% like-for-like) and intrinsic growth of 8.2% after regulatory effects in Italy and Brazil weighed on reported growth by 5.1 percentage points. Operating revenue was €673m; Mobility grew like-for-like by 10.0% and Benefits & Engagement delivered 7.8% intrinsic growth. The company reconfirms an intrinsic EBITDA outlook of +8% to +12% through 2028, but expects a reported EBITDA decline of 8%–12% for 2026 due to the regulatory effects. Edenred highlights strategic initiatives (Amplify25-28), partnerships such as with EnBW, and increased AI investments to raise productivity. » Altro su de.investing.com

Edenred delivered record figures in 2025: EBITDA rose to €1,360m (+11.2% like‑for‑like), free cash flow increased to €1,111m with a conversion rate of 82%, and adjusted earnings per share climbed 10% to €2.59. The company pushed ahead with debt reduction (net debt down 31% to €1,241m, leverage 0.9x) and returned €463m to shareholders, while investing heavily in data, AI and growth initiatives. For 2026 management expects short‑term headwinds from a Brazilian decree that could reduce reported EBITDA by 8–12%, views the year as a reset and anticipates sustainable growth from 2027. » Altro su de.investing.com

Edenred recorded revenue of €2.961 billion in the second half of 2025 (+7.6% like‑for‑like) and operating EBITDA of €1.131 billion (+11.2%). Adjusted earnings per share rose to €2.59 (+10%), free cash flow climbed 34% to €1.111 billion, and net debt fell 31% to €1.2 billion. Drivers were digital transformation, market expansion and strong growth in the mobility and employee‑benefits segments, despite regulatory challenges in Italy. The shares rose 5.79% to €19.33 after the figures; management expects further growth for 2026. » Altro su de.investing.com

Edenred reported operating revenue of €667m for Q3 2025 and organic growth of 8.2%, an acceleration versus prior quarters. Total revenue was €726m; other income is expected to reach around €220m in 2025. Regional drivers were Latin America (12.1%) and the rest of the world (16.3%), and mobility solutions showed the strongest segment growth at 13.5%. The company confirmed its full-year targets with expected organic EBITDA growth of more than 10% and announced a partnership with Visa as well as a Capital Markets Day on 4 November 2025. » Altro su de.investing.com