Canal+ shares surge as H1 results align with upgraded guidance

Published 29/07/2025, 11:42
© Reuters.

Investing.com -- Canal+ SA (LON:CAN) shares surged 5.9% on Tuesday after the global media and entertainment company reported first-half 2025 results that aligned with its upgraded guidance, showing organic revenue growth despite challenges from terminated contracts.

The company reported revenue of €3.09 billion for the half-year ended June 30, representing a 0.9% organic increase, though reported revenue declined 3.3% due to the termination of contracts including Disney (NYSE:DIS) and UEFA Champions League sublicensing.

The results slightly exceeded analyst expectations of €3.07 billion. EBITA came in at €246 million, 7% above UBS estimates of €229 million, despite being lower than the €315 million reported in the same period last year.

"I am pleased with all we have accomplished at Canal+ since our listing. We are on track to achieve organic revenue growth in 2025," said Maxime Saada, Chief Executive Officer of CANAL+.

"Our focus on profitability and cash has started delivering structural improvements, put us in a strong position at the half year, and enabled us to confirm our upgraded guidance."

The company highlighted its strong cash generation, with record cash flow from operations of €416 million and free cash flow of €370 million, driven by cash optimization initiatives.

Canal+ also successfully issued its inaugural Schuldschein loan, which was oversubscribed 2.3 times to reach €285 million.

Canal+ confirmed it received approval from the South African Competition Tribunal for its proposed acquisition of MultiChoice (JO:MCGJ) Group, clearing the regulatory path for the transaction expected to close by October 8, 2025.

The acquisition would expand Canal+’s subscriber base to more than 40 million across 70 countries.

The company maintained its full-year 2025 guidance, expecting EBITA of approximately €515 million, cash flow from operations above €500 million, and free cash flow exceeding €370 million.

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