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Egide (ALGID) investor relations material
Egide H2 2025 TU earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Consolidated revenue reached €31.34m for 2025, up 4% year-over-year, driven by strategic repositioning and growth in high-tech segments.
Strong recovery in Europe (+30%) and robust growth in the thermal imaging segment (+56%), now the largest revenue contributor.
Governance changes included a new CEO and Board, focusing on industrial synergies and critical applications in defense, optronics, and aerospace.
Financial highlights
Egide SA revenue grew 12% to €16.50m, led by thermal imaging and optronics.
Egide USA revenue increased 29% to €10.75m, driven by technical applications in defense and aerospace.
Santier revenue declined 41% to €4.09m due to discontinued high-value programs.
Thermal imaging segment revenue rose 56% to €14.19m, now 45% of total revenue.
Revenue by region: Europe +30%, North America -5%, Asia & ROW -5%.
Outlook and guidance
2026 priorities include further diversification of the customer base, improved operating performance, and increased industrial synergies.
Focus remains on key technologies and reducing dependence on a few major accounts.
- TimeTickerHeadlineOpen
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Strong revenue and profit growth in Q3 FY26, led by power and steel segments. - 7 FebCHEMPLASTS
Net losses widened and revenue fell year-over-year amid regulatory and market headwinds. - 7 FebSBIN
Q3 FY26 net profit reached ₹21,028.15 crore, driven by robust income and strategic divestments. - 6 FebHTOO
Resale registration for 71,429 shares via warrant, with proceeds only on exercise; financial risks persist. - 6 FebVSAT
Q3 revenue up 3% to $1.16B, net income $25M, strong cash flow, Ligado boost, satellite focus. - 6 FebWEC
Targets 7–8% EPS growth, $37.5B capex, and coal exit by 2032 amid surging data center demand. - 6 FebBR
Q2 FY26 recurring revenue grew 8% and adjusted EPS guidance was raised to 9-12%. - 6 FebFFWM
Merger vote includes new non-voting stock class with limited conversion and no voting rights. - 6 FebKKR
Charter amendments seek to modernize governance and establish one share, one vote by 2026.
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