emeis Société anonyme (EMEIS) Earnings Call Transcripts

emeis Société anonyme's Latest Earnings Call - June 23, 2026

In the second quarter of 2026, EMEIS reported a significant operational turnaround, exiting its safeguard plan a year early. The company achieved a revenue of EUR 3.5 billion, reflecting a 6.1% organic growth driven by a 3.3% increase in fares and improved occupancy rates. Despite a net loss of EUR 298 million, management highlighted a 19.2% increase in EBITDA, signaling strong operational improvements and a focus on long-term sustainability. Guidance for 2026 indicates an expected EBITDA growth of at least 10%, underpinned by ongoing improvements in operational efficiency and patient satisfaction.

Reported metrics

Guidance from management

Management expects EBITDA growth of at least 10% for 2026, with a mid-term average increase of 12% to 16% between 2024 and 2028.

What management said

Thank you very much to Jean-Marc Boursier. We will now listen to the nonfinancial report with [indiscernible] in charge of the ethics quality and CSR Committee, who will give you this presentation.

Thank you very much, Mrs. [ Brunel]. And I suggest that we now have the -- our representative of the college of auditors who will come and tell you about the financial report. Mr. [indiscernible], over to you.

What analysts pressed on

Analysts expressed concerns over the sustainability of the company's recovery, particularly regarding the net loss of EUR 298 million and the high turnover rate among staff. There were also questions about the impact of ongoing litigation and the potential for future asset disposals affecting growth.

Main topics on the call

• Operational Turnaround — Management emphasized that 2025 marked a watershed moment for EMEIS, stating, "we came out of the safeguard procedure more than 2 years early." This operational turnaround is reflected in a 19.2% increase in EBITDA, exce...
• Revenue Growth — EMEIS reported a revenue of EUR 3.5 billion for Q2 2026, with organic growth of 6.1%. CEO Laurent Guillot noted, "Our business is continuing to grow," driven by increased occupancy rates and fare adjustments.
• Improved EBITDA Margin — The EBITDA margin improved significantly, up 19.2% on a like-for-like basis. CFO Jean-Marc Boursier stated, "EBITDA increased by EUR 135 million," highlighting effective cost control measures.
• Debt Reduction — The company's net debt was reduced by EUR 1 billion, with total debt now at EUR 4.4 billion. Management indicated that this reduction was crucial for exiting the safeguard plan, stating, "We managed to exit the safeguard...

Read the full emeis Société anonyme transcript (June 23, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 13 emeis Société anonyme earnings call transcripts on record, spanning September 22, 2021 to July 30, 2026. Based on this history, emeis Société anonyme reports semi-annually. The most recent call on file is dated July 30, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

EMEIS

Exchange

ENXTPA

Country

FR

Sector

Health Care

Industry

Health Care Providers and Services

Calls on record

13

First call

September 22, 2021

Most recent

July 30, 2026

Reporting cadence

semi-annually