Added to YB: 2025-12-18
Pitch date: 2025-12-16
SOP.PA [bullish]
Sopra Steria Group SA
+1.38%
current return
Author Info
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Company Info
Sopra Steria Group SA provides consulting, digital, and software development services in France and internationally.
Market Cap
EUR 2.9B
Pitch Price
EUR 152.60
Price Target
N/A
Dividend
3.03%
EV/EBITDA
6.10
P/E
10.85
EV/Sales
0.73
Sector
IT Services
Category
turnaround
Sopra Steria Group (SOP France): leadership change and renewed momentum signal a turning point
SOP.PA (update): New CEO Krishnamurthy (Feb 2026) from Infosys brings digital transformation expertise as Q4 rebound materializes. France/UK operations stabilizing, Airbus account recovering, NHS growth resuming. 6x fwd EV/EBIT valuation assumes structural decline despite recurring revenue & growing digital backlog. 20bps margin improvement expected 2026. Re-rating potential if 2-3 quarters consistent growth delivered.
Read full article (2 min)