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Bolloré (BOL) investor relations material

Bolloré Q1 2026 TU earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Q1 2026 TU earnings summary23 Apr, 2026

Executive summary

  • Q1 2026 revenue increased 6.5% at constant scope and exchange rates, reaching €815 million, with reported growth of 4.3% year-over-year.

  • Bolloré Energy drove growth with a 7.9% revenue increase, while Industry segment revenue declined 3.2% due to lower Bluebus and Specialized Terminals sales.

Financial highlights

  • Total Q1 2026 revenue: €815 million, up from €782 million in Q1 2025.

  • Bolloré Energy revenue: €731 million (+7.9% organic growth); Industry: €74 million (-3.2% organic decline); Other: €10 million (-13.8% organic decline).

  • Revenue growth driven by higher oil product prices linked to Middle East conflict.

Segment performance

  • Bolloré Energy benefited from oil price increases, offsetting a slight decline in sales volumes.

  • Industry segment faced lower sales in Bluebus and Specialized Terminals, partially offset by growth in Films.

  • Other segment (Agricultural Assets, Holding, and others) saw significant revenue decline.

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