Planisware SAS (PLNW) Earnings Call Transcripts

Planisware SAS's Latest Earnings Call - Q1 FY2026

In Q1 2026, Planisware SAS reported revenue of EUR 51 million, reflecting a 13.6% year-on-year increase in constant currency, aligning with their target of low double-digit growth for the fiscal year. The company emphasized strong performance in new implementations, which surged 64.8%, and recurring revenue reached EUR 46.3 million, up 11.5%. Management maintained their guidance for 2026, targeting a 37% adjusted EBITDA margin and an 80% cash conversion rate, indicating confidence in their growth trajectory despite ongoing geopolitical uncertainties.

Reported metrics

Guidance from management

Management confirmed their target of low double-digit revenue growth for 2026, alongside an adjusted EBITDA margin of approximately 37% and a cash conversion rate of approximately 80%. They remain cautious due to ongoing geopolitical uncertainties.

What management said

Yes. And maybe, Fred, on your question on margin and the margin guidance. So it implies more or less stability of our profitability in 2026 compared to 2025. You know that the main driver of our growth improvement is coming from the revenue mix implementation, which is clearly driving the growth this year is not the most profitable lines of our revenue, clearly not. So it compensates -- I mean the profitability impro...

Yes, thank you for the question because it does allow me to clarify that actually Planisware has deployed and rolled out AI all purpose agent. As a matter of fact, what we have seen at our exchange is not only that it's a capability that we have brought to our customers for quite some time already. But what we've given in exchange is the return of experience of our customers leveraging Planisware AI agent. And it's n...

What analysts pressed on

Analysts expressed concerns about potential elongation of sales cycles due to geopolitical uncertainties and the impact of AI initiatives consuming IT budgets. They also questioned the sustainability of current growth rates and the management's ability to handle implementation bottlenecks.

Main topics on the call

• Revenue Growth Acceleration — Planisware's revenue increased by 13.6% year-on-year, reaching EUR 51 million in Q1 2026. CEO Loic Sautour stated, "This performance is in line with our planned trajectory to achieve low double-digit revenue growth in co...
• Strong Implementation Demand — The company reported a 64.8% increase in implementation revenue, driven by a surge in new contracts. Benoit d'Amecourt noted, "We worked in Q1 on 29 implementations generating at least EUR 50,000 each versus 17 in Q1 202...
• Recurring Revenue Growth — Recurring revenue reached EUR 46.3 million, up 11.5%, with SaaS revenue contributing significantly. Management highlighted that new logos contributed to 60% of Q1 recurring revenue growth, a notable increase from 30% in ...
• Geographic Expansion — Planisware opened two new offices in Italy and Austria to enhance local market presence. Sautour emphasized the importance of these locations, stating, "Italy represents a high potential market for Planisware, driven by ...

Read the full Planisware SAS transcript (Q1 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 6 Planisware SAS earnings call transcripts on record, spanning February 27, 2025 to July 30, 2026. Based on this history, Planisware SAS reports quarterly. 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

PLNW

Exchange

ENXTPA

Country

FR

Sector

Information Technology

Industry

Software

Calls on record

6

First call

February 27, 2025

Most recent

July 30, 2026

Reporting cadence

quarterly