Havas SA/€HAVAS

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About Havas SA

Ticker
€HAVAS
Sector
Communication
Primary listing
AEX
Employees
22,960
Headquarters
Puteaux, France

Havas SA Metrics

BasicAdvanced
€1.7B
8.70
€2.03
-
€0.80
4.53%

Bulls say / Bears say

Havas’s AI-driven productivity improvements enabled CEO Yannick Bolloré to report that AI tools reduced production costs of advertising films by up to 50%, helping the group surpass its full-year organic growth target of 3.1% in 2025 (Reuters).
The company achieved net revenue of €2.78 billion in 2025, with adjusted EBIT margin expanding by 50 basis points to 12.9%, demonstrating strong operating leverage post-Vivendi spin-off (Reuters).
In H1 2026, North America—35% of Havas’s net revenue—delivered 6.9% organic growth, offsetting persistent weakness in China and the Middle East and underpinning management’s decision to maintain full-year guidance (Reuters).
JPMorgan’s downgrade to neutral highlights valuation headwinds, noting Havas shares now trade at 11.4 times expected 2026 NOPAT and offering limited upside given projected 2–3% organic growth and mid-single-digit EBITA progression (Zonebourse).
Net revenue in APAC and Africa declined 6.2% to €50 million in Q1 2026, as client losses in China and Singapore underscore ongoing execution challenges in key high-growth markets (Reuters).
The Bolloré family’s majority stake has risen to 53%, with JPMorgan speculating a potential increase to 60%, raising corporate governance concerns and minority shareholder squeeze-out risk (Zonebourse).
Data summarised monthly by Lightyear AI. Last updated on 24 Aug 2026.

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Market data provided by CBOE Europe and Deutsche Börse.