(BFM Stock Exchange) – The study group by surveys pleasantly surprises the market by reconnecting with growth in data comparable in the second quarter. Ipsos also confirms its annual prospects.
While the violent stock market corrections are multiplying this Thursday, July 24, with the big gadins of Seb, Eurazeo or Stmicroelectronics, a company manages to stand out. These are Ipsos whose rating is clearly in good fixes on the Paris Stock Exchange.
The specialist in market studies and opinion polls jumped 5%, occupying the head of the SBF 120, after a reassuring publication.
Ipsos’ turnover between April and late June reached 586.6 million euros, or growth of 1% in published data. In comparable data, income increased by 0.7%, which marks an improvement in the trend of one quarter on the other since they had decreased by 1.8% over the first three months of the year 2025.
Ipsos notes that its performance has improved in all geographic areas in the second quarter, with a return to organic growth (in comparable data) in Europe, Middle East and Africa (EMEA) and Americas, its two main regions.
Encouraging signs in the United States
The group says in particular having observed signs of encouraging improvement in the United States where activity increased by 0.5% in data comparable in the second quarter.
Throughout the semester, Ipsos turnover increased by 1.5% in published data, but further fell from 0.5% in organic to 1.155 billion euros. The company has benefited from a perimeter effect linked to the acquisition of Infas, a market leader in the German public sector but which was counterbalanced by unfavorable exchange effects (-1.1%) due in particular to the depreciation of the dollar in the last three months
A little lower in the income statement, the profitability of Ipsos has grieved. The operating margin was 8.3 % in the first half of 2025, a deterioration compared to the 10.1 % unveiled a year earlier.
As in 2023, LPSOS expects a significant improvement in profitability in the second half of this year, linked on the one hand to the acceleration of growth and on the other hand to the full effect of optimization measures concerning its costs.
On the side of the adjusted net profit, it also fell 12.3% over the first six months of 2025, to 72.2 million euros against 82.3 million euros.
Confirmed objectives
Management confirms its financial objectives for 2025, which reassures the market which was used to objectives last year. Ipsos always plans to carry out organic growth greater than that of 2024, an increase in income greater than 1.3% in comparable data.
The company also intends to end the year on an operating margin around 13% at constant perimeter, excluding impact of acquisitions in 2025.
The company recalls having finalized in June the acquisition of The BVA Family, which will strengthen its expertise in France, the United Kingdom and Italy, especially in packaging tests, customer experience, mystery assessments, and studies for governments and public services.
In Germany, Ipsos bought the health division of Inmoment in early July, a few months after the acquisition of infas in the field of public affairs.
Ipsos adds that he will present his new strategic plan “Horizons 2030” during a day dedicated to investors to be held on November 19, 2025.
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