Ses


C-Band Opportunity and Sovereign Connectivity

31/07/26 -"SES reported H1 2026 results broadly in line with expectations, with revenue of €1.6bn and adjusted EBITDA of €725m following the Intelsat consolidation. Despite Q2 softness from contract timing, ..."

Pages
73
Language
English
Published on
31/07/26
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31/07/26
SES reported H1 2026 results broadly in line with expectations, with revenue of €1.6bn and adjusted EBITDA of €725m following the Intelsat ...

31/07/26
Q2 domestic revenues rose by 1.1% yoy, slightly exceeding expectations, while domestic EBITDA increased by 0.3%, falling short of projections. The ...

29/07/26
Q2 results were strong in Spain and Brazil. However, the German unit remains impacted by the 1&1 customer migration. We maintain a ‘buy’ rating on ...

28/07/26
Following a strong H1 and the upgrade of the Group’s 2026 EBITDAaL growth guidance from above 3% to above 4%, we have revised our EBITDA projections ...

EXECUTIVE SUMMARY

Updates Pension Risks
Target & Opinion Governance & Management
Business & Trends Graphics : Momentum
Money Making Graphics : MACD & Volumes
Debt Graphics : Sensitivities
Valuation Sector: Performance
DCF Sector: Key data
NAV/SOTP Sector: Ratios & Valorisation
Worth knowing Sector: Peers
Financials Sector: Analysis

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