Edenred Achieves 2025 Goals and Launches Amplify Plan
Edenred has reported achieving its financial targets for 2025 and unveiled its strategic plan Amplify25-28, structured around three growth pillars. The company also announced an enhancement in its shareholder distribution.
Edenred is rolling out a growth strategy based on increasing the number of users and raising the average revenue per user. The Amplify25-28 plan is founded on three pillars: Attract, aimed at accelerating the acquisition of new clients in large, growing, and largely under-penetrated markets; Enrich, which seeks to multiply opportunities for additional sales and cross-selling by leveraging the portfolio of solutions; Activate, intended to boost the use of solutions and monetize the audience of more than 60 million users on the platform, as well as to develop new services for partner merchants and users.
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Edenred confirms an EBITDA decline ranging from -8% to -12% in comparable data for 2026, reflecting regulatory changes in Italy and Brazil. The group aims for a Free-cash-flow / EBITDA conversion rate of at least 35% in reported data, corresponding to an intrinsic conversion rate of at least 65%. The company has also proposed a dividend of 1.333 euros per share for 2025, up 10%, and has conducted share buybacks worth 125 million euros during the year 2025.
SectorTickets restaurants›Services de traitement des transactions
Context
Period
Period: 3T 2025
Guidance from the release
Edenred confirme la solidité de son modèle économique et réaffirme ses objectifs 2025, visant au moins 10 % de croissance organique de l’EBITDA et un taux de conversion Free-cash-flow/EBITDA supérieur à 70 %.
Croissance organique accélérée au T3 2025 (+8,2 % chiffre d’affaires opérationnel) portée par toutes les lignes de métier, forte dynamique en Amérique latine et amélioration en Europe; Mobilité en croissance à deux chiffres; Solutions complémentaires en repli. Effets de change négatifs et impact réglementaire en Italie (plafonnement commissions) anticipés.
Risks mentioned
Impact négatif attendu de 60 millions d’euros d’EBITDA lié au plafonnement des commissions marchands en Italie
Effets de change défavorables (dépréciation des devises en Amérique latine, notamment réal brésilien et peso mexicain)
Environnement macroéconomique incertain pouvant affecter la consommation et la demande
Opportunities identified
Hausses des valeurs faciales des titres-restaurant dans plusieurs pays (ex. Belgique +25% à partir du 1er janvier 2026) soutenant la croissance organique
Partenariats stratégiques (Visa, Esso, grand distributeur de carburant) renforçant l’offre et l’accès au marché
Déploiement des solutions Beyond Food et Beyond Fuel et conquête du segment PME encore sous-pénétré
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