NEWPORT BEACH, Calif. & WALTHAM, Mass.–(BUSINESS WIRE)–Windjammer Capital (“Windjammer”) today announced it has signed a definitive agreement to sell its portfolio company, IPS Group, Inc. (“IPS” or the “Company”), to Nayax Ltd. (NASDAQ; TASE: NYAX, “Nayax”) for $350 million cash-free and debt-free.

Headquartered in San Diego, California, IPS is a leading provider of mission critical smart parking infrastructure, offering a fully integrated ecosystem spanning smart single- and multi-space meters, mobile app, enforcement and permitting solutions, payment solutions, and SaaS-based data analytics, to municipalities, universities, and parking operators across North America, the United Kingdom and Ireland.

Founded in 2000, IPS was the industry pioneer of smart single-space meters. Windjammer was attracted to IPS’s leading installed base model and differentiated product technology. Windjammer acquired the Company from family ownership in December 2020, partnering with IPS management to support the Company’s growth initiatives and to ensure a smooth transition to the next generation of leadership, led by Chad Randall.

Windjammer and the IPS team worked closely together, building on the existing solid foundation, to transform the business by investing behind new product development to provide a fulsome ecosystem of products to meet the full scope of its customers’ parking operations. Together, these efforts helped IPS evolve from a smart single-space meter manufacturer into a technology-enabled provider of an integrated full suite smart parking platform, including payment, monitoring and enforcement solutions. The Company also expanded its senior leadership team, operating processes, and organizational infrastructure to support its continued growth.

“IPS exemplifies what can be accomplished through a strong partnership and investing in a Company’s next phase of growth,” said Ryan Pertz, Managing Director at Windjammer. “IPS had built a market leading position with strong customer relationships. We assisted Chad in building out his team and accelerating product expansion to position IPS to grow share in an evolving market. Over the past five years, IPS developed into a fulsome solution provider, expanding its addressable market and materially shifting to a more valuable recurring revenue base, positioning the business for strong growth going forward.”

“The partnership with Windjammer has played a key role to evolve the business and expand our capabilities, » said Chad Randall, Chief Executive Officer of IPS. « We built a differentiated product ecosystem and partnerships with an amazing group of customers, and Windjammer brought resources, expertise and a collaborative approach that helped us accelerate investments in new products, new markets and our team. I’m grateful for their support and the hard work of all employees at IPS. Together, we have taken great strides towards achieving our vision to provide the leading parking technology ecosystem.”

“IPS is a great example of the type of business Windjammer invests in and the caliber of management it partners with, » said Jeff Miehe, Managing Principal of Windjammer. « The Company’s products and services are mission-critical and highly technical and its management team is well positioned to lead in a rapidly growing and evolving industry. We are proud to have helped shape IPS through an important period of growth and transformation, and we are excited to see the Company enter its next chapter with Nayax. »

Harris Williams served as financial advisor and Kirkland & Ellis served as legal counsel to IPS and Windjammer in connection with the transaction.

About IPS Group, Inc.

IPS Group, headquartered in San Diego, Calif., with offices across North America and Europe, is a leading smart parking infrastructure provider. IPS delivers a fully-integrated ecosystem comprised of smart single- and multi-space meters, mobile app, enforcement and permitting solutions, payment solutions, vehicle detection sensors, and advanced data analytics to municipalities, universities, and parking operators across North America and the UK.

About Windjammer Capital Investors

Windjammer Capital is a national private equity investment firm based in Newport Beach, CA and Waltham, MA that invests control equity in middle-market businesses and in partnership with management. Windjammer has over $3 billion of committed capital with respect to its control equity investment strategy, and since inception has completed over 60 platform investments and more than 200 strategic add-ons. The firm targets investments in companies that are leaders in attractive niche markets and share several of the following characteristics: significant and defensible market positions; differentiated products and services; strong management teams; scalable business models; identifiable growth opportunities; and consistent financial performance. To learn more, visit windjammercapital.com.

Please contact Ryan Pertz (rpertz@windjammercapital.com) or Jeff Miehe (jmiehe@windjammercapital.com) with any inquiries.

Contacts

For media inquiries, please contact Dan Abramson (dabramson@gregoryagency.com).

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LEWISVILLE, Texas–(BUSINESS WIRE)–Ever.Ag, a global agri-food technology leader, today announced that it has completed the sale of its Risk Management business to funds managed by Stone Point Capital (“Stone Point”), a leading alternative investment firm focused on the global financial services industry and related sectors. As a result of the transaction, the Risk Management business will operate as an independent company under the leadership of its current management team and will transition to a new brand.

Ever.Ag’s Risk Management business is a leading provider of risk management solutions to the global agricultural industry. Leveraging its proprietary technology and insights platform, the Risk Management business helps agricultural producers, processors, cooperatives, manufacturers and other businesses manage their commodity risk through a combination of insurance, advisory and derivatives brokerage services. Its integrated solutions are mission-critical to customers across the dairy, swine, cattle and grain sectors as they navigate an increasingly complex and evolving risk environment. The transaction positions the business to accelerate its long-term growth strategy through continued investment in its people, technology, and service offerings.

For Ever.Ag, the transaction enables the company to further its strategic focus on delivering software, AI solutions and tech-enabled services to clients and customers that power the agricultural supply chain. Ever.Ag and the Risk Management business expect to maintain a strong commercial relationship following the transaction, reflecting their longstanding collaboration and complementary capabilities in serving customers across the agricultural ecosystem.

“Our mission has always been to help our producer and commercial clients navigate risk with knowledge and confidence, » stated Pete Turk, co-founder and Executive Chairman of the Risk Management business. “As our customers face increasingly complex market dynamics and risk exposures, the need for trusted, technology-enabled risk management solutions has never been greater. Stone Point brings the experience, resources, and long-term perspective to help us accelerate our strategy and continue delivering the comprehensive risk management solutions and market insights our customers and partners depend on.”

“We are incredibly proud of the success we’ve achieved together with the Risk Management team over the years,” said Stephen Davis, Chairman of the Board, Ever.Ag. “We have built an exceptional company and are excited to see it continue to build alongside Stone Point in this next chapter.”

“Ever.Ag’s Risk Management business has all the attributes we look for in a market leader: a talented and aligned management team, differentiated capabilities, deep domain expertise, long-standing customer relationships and a mission-driven culture,” said Chuck Davis, Chairman and Co-CEO of Stone Point. “The business also sits at the intersection of insurance, brokerage, technology and advisory services, areas where we have invested for more than three decades. We see meaningful opportunities to build on that impressive foundation and are excited to partner with the management team as they continue delivering critical solutions to their clients in this next phase of growth.”

William Blair served as financial advisor and Orrick, Herrington & Sutcliffe LLP served as legal counsel to Ever.Ag. Sidley Austin LLP served as legal counsel to Stone Point.

ABOUT EVER.AG
Ever.Ag is a leading provider of innovative ag tech solutions and services that connect and empower the entire agricultural supply chain—from farm to consumer. With a deep commitment to advancing how agriculture works, Ever.Ag delivers cutting-edge software that enables smarter, more sustainable operations across dairy, livestock, crops, and agribusiness sectors. Backed by decades of experience and a passion for industry innovation, Ever.Ag helps producers, processors, and partners make data-driven decisions, improve efficiency, and feed a growing world with confidence. For more information, please visit https://ever.ag/.

ABOUT STONE POINT CAPITAL LLC
Stone Point is a leading investment firm with more than $75 billion in assets under management across private equity, credit and insurance solutions. Drawing on more than three decades of experience and sector specialization, the firm focuses on the financial services industry and related sectors. Stone Point invests in and partners with talented management teams primarily based in North America and Western Europe. In addition, our capital markets team supports the firm, portfolio companies and other clients by providing custom financing solutions. Stone Point is headquartered in Greenwich, Connecticut, with offices in New York and Palm Beach. For more information, please visit www.stonepoint.com.

Contacts

Media Contacts
For Ever.Ag

Tobias Lee, tobias.lee@ever.ag

For Stone Point:

Pro-stonepoint@prosek.com

L’article Stone Point Capital Acquires Ever.Ag’s Risk Management Business est apparu en premier sur La Bourse et la Vie TV L'info éco à valeur ajoutée.

LEWISVILLE, Texas–(BUSINESS WIRE)–Ever.Ag, a global agri-food technology leader, today announced that it has completed the sale of its Risk Management business to funds managed by Stone Point Capital (“Stone Point”), a leading alternative investment firm focused on the global financial services industry and related sectors. As a result of the transaction, the Risk Management business will operate as an independent company under the leadership of its current management team and will transition to a new brand.

Ever.Ag’s Risk Management business is a leading provider of risk management solutions to the global agricultural industry. Leveraging its proprietary technology and insights platform, the Risk Management business helps agricultural producers, processors, cooperatives, manufacturers and other businesses manage their commodity risk through a combination of insurance, advisory and derivatives brokerage services. Its integrated solutions are mission-critical to customers across the dairy, swine, cattle and grain sectors as they navigate an increasingly complex and evolving risk environment. The transaction positions the business to accelerate its long-term growth strategy through continued investment in its people, technology, and service offerings.

For Ever.Ag, the transaction enables the company to further its strategic focus on delivering software, AI solutions and tech-enabled services to clients and customers that power the agricultural supply chain. Ever.Ag and the Risk Management business expect to maintain a strong commercial relationship following the transaction, reflecting their longstanding collaboration and complementary capabilities in serving customers across the agricultural ecosystem.

“Our mission has always been to help our producer and commercial clients navigate risk with knowledge and confidence, » stated Pete Turk, co-founder and Executive Chairman of the Risk Management business. “As our customers face increasingly complex market dynamics and risk exposures, the need for trusted, technology-enabled risk management solutions has never been greater. Stone Point brings the experience, resources, and long-term perspective to help us accelerate our strategy and continue delivering the comprehensive risk management solutions and market insights our customers and partners depend on.”

“We are incredibly proud of the success we’ve achieved together with the Risk Management team over the years,” said Stephen Davis, Chairman of the Board, Ever.Ag. “We have built an exceptional company and are excited to see it continue to build alongside Stone Point in this next chapter.”

“Ever.Ag’s Risk Management business has all the attributes we look for in a market leader: a talented and aligned management team, differentiated capabilities, deep domain expertise, long-standing customer relationships and a mission-driven culture,” said Chuck Davis, Chairman and Co-CEO of Stone Point. “The business also sits at the intersection of insurance, brokerage, technology and advisory services, areas where we have invested for more than three decades. We see meaningful opportunities to build on that impressive foundation and are excited to partner with the management team as they continue delivering critical solutions to their clients in this next phase of growth.”

William Blair served as financial advisor and Orrick, Herrington & Sutcliffe LLP served as legal counsel to Ever.Ag. Sidley Austin LLP served as legal counsel to Stone Point.

ABOUT EVER.AG

Ever.Ag is a leading provider of innovative ag tech solutions and services that connect and empower the entire agricultural supply chain—from farm to consumer. With a deep commitment to advancing how agriculture works, Ever.Ag delivers cutting-edge software that enables smarter, more sustainable operations across dairy, livestock, crops, and agribusiness sectors. Backed by decades of experience and a passion for industry innovation, Ever.Ag helps producers, processors, and partners make data-driven decisions, improve efficiency, and feed a growing world with confidence. For more information, please visit ever.ag.

ABOUT STONE POINT CAPITAL LLC

Stone Point is a leading investment firm with more than $75 billion in assets under management across private equity, credit and insurance solutions. Drawing on more than three decades of experience and sector specialization, the firm focuses on the financial services industry and related sectors. Stone Point invests in and partners with talented management teams primarily based in North America and Western Europe. In addition, our capital markets team supports the firm, portfolio companies and other clients by providing custom financing solutions. Stone Point is headquartered in Greenwich, Connecticut, with offices in New York and Palm Beach. For more information, please visit www.stonepoint.com.

Contacts

Media Contacts
For Ever.Ag

Tobias Lee, tobias.lee@ever.ag

For Stone Point:

Pro-stonepoint@prosek.com

L’article Stone Point Capital to Acquire Ever.Ag’s Risk Management Business est apparu en premier sur La Bourse et la Vie TV L'info éco à valeur ajoutée.

Solid Second Quarter Revenue Growth and ALFCF Generation

LONDON–(BUSINESS WIRE)–IHS Holding Limited (NYSE: IHS) (“IHS Towers” or the “Company”), one of the largest independent owners, operators, and developers of shared communications infrastructure in the world by tower count, today reported financial results for the second quarter ended June 30, 2026.

CONSOLIDATED HIGHLIGHTS – SECOND QUARTER 2026

The table below sets forth the select financial results for the three months ended June 30, 2026, and 2025:

Financial Highlights

• Revenue from continuing operations of $428.6 million (which excludes revenue of $42.4 million for the Latam segment presented within discontinued operations) increased 10.4% year-on-year, despite a 3.7% inorganic revenue headwind from the Rwanda Disposal in October 2025
• Organic revenue increased 0.5% driven by Constant Currency^(d) growth of 2.2%, reflecting higher revenue from Colocation, Lease Amendments, New Sites and escalations. Organic revenue also benefited from increased revenue from power indexation, with growth partly offset by reduced revenue related to foreign exchange (“FX”) resets. Reported revenue growth further benefited from a 13.5% tailwind from favorable FX movements used to translate the results of our operations, including the appreciation of the Nigerian Naira (“NGN” or “Naira”) relative to the U.S. dollar (“USD”)
• Adjusted EBITDA was $245.3 million, a decrease of 1.3% year-on-year, primarily reflecting the 7.0% inorganic headwind resulting from the Rwanda Disposal and the I-Systems Disposal in October 2025 and May 2026, respectively. The year-on-year change also reflected higher costs, primarily due to higher power generation expenses as a result of higher global power prices due to the conflict in the Middle East. While the Company has power pass-through and indexation mechanisms to help mitigate this impact, there is typically a one-quarter lag between movements in power generation costs and the associated revenue impact under these mechanisms. Loss for the period was $7.5 million, compared to a profit in the prior-year period, primarily reflecting lower operating income
• Adjusted Levered Free Cash Flow (“ALFCF”) increased 5.9% to $57.1 million, primarily driven by lower interest payments, partly offset by higher taxes paid in the period. Cash from operations was $202.1 million
• Capital expenditure (“Total Capex”) of $39.2 million, decreased 15.2% year-on-year, primarily driven by the phasing of maintenance capital expenditure
• Consolidated net leverage ratio^(e) of 2.8x, down 0.6x year-on-year

Strategic and Operational Highlights

• In May 2026 and August 2026, the Group completed the disposals of its 51.0% stake in I-Systems to TIM S.A and its Latin American tower operations to Macquarie Asset Management, respectively
• In August 2026, the Company held an Extraordinary General Meeting (“EGM”), at which the Company’s shareholders approved the acquisition of IHS Towers by MTN Group
• The Naira appreciated 0.1% versus the U.S. dollar during the quarter, reflecting a more stable FX environment than in prior years. U.S dollar availability remains in line with business requirements
• Towers of 37,672 with Tenants of 55,205 at the end of the second quarter, leading to a Colocation Rate of 1.47x. Lease Amendments increased during the period to 46,766

Sam Darwish, IHS Towers Chairman and Chief Executive Officer, stated, “We delivered another strong quarter, with solid second‑quarter revenue growth and ALFCF generation, supported by continued commercial execution and the strength of our business model. The proposed acquisition of IHS Towers by MTN, an important step in the Group’s evolution, was recently approved by our shareholders and remains on track to close in 2026, subject to the remaining closing conditions.”

RESULTS OF OPERATIONS

Impact of Naira foreign exchange movements

In 2026, the Naira exchange rate to the U.S. dollar has exhibited reduced volatility compared to 2024, consistent with the relative stability observed in 2025. The rates used in the preparation of our financial statements are shown below:

Movements in the Naira exchange rate used to translate the results of our Nigeria operations positively impacted revenue and segment Adjusted EBITDA in the second quarter of 2026 by $40.7 million and $22.6 million, respectively, compared to the same period in 2025. These translation benefits were partially offset by foreign exchange resets under certain contracts.

During the quarter, movements in the Naira also resulted in unrealized foreign exchange gains of $2.7 million on U.S. dollar denominated intercompany loans advanced to our Nigerian operations. These gains are recognized in finance income, although they do not affect Group net assets, as equal and opposite movements are recorded in equity on the retranslation of the Nigerian operations’ assets and liabilities, including these loans.

Results for the three months ended June 30, 2026, versus 2025

On February 11 and 17, 2026, the Group announced agreements to sell its 51.0% stake in I-Systems to TIM S.A. and its Latin American tower operations to Macquarie Asset Management, respectively. The Latin American tower operations and I-Systems disposal groups were classified as held for sale from December 31, 2025. These disposal groups comprised the entire Latam reportable segment and therefore this segment was presented as a discontinued operation. Accordingly, the description of revenue from continuing operations is now presented separately from the description of revenue from discontinued operations and Adjusted EBITDA Margin is only presented for individual segments. Other key performance indicators, including Adjusted EBITDA and ALFCF, continue to reflect the performance inclusive of the Latin America segment as the associated IFRS measures of earnings and cash from operations continue to include results from discontinued operations. In May 2026 and August 2026, the Group completed the I-Systems Disposal and Latam Towers Disposal respectively.

Revenue from continuing operations

Revenue from continuing operations for the three month period ended June 30, 2026, (“second quarter”) was $428.6 million, an increase of 10.4% year-on-year, despite a 3.7% inorganic revenue headwind from the Rwanda Disposal in October 2025. Organic revenue^(a) increased by $2.1 million (0.5%) driven by higher revenues from Tenants, Lease Amendments and New Sites, as well as escalations. Organic revenue also benefited from increased revenues from power indexation, with growth partly offset by lower revenues related to foreign exchange resets, largely as a result of the appreciation of the Naira versus the U.S. dollar. Inorganic revenue^(a) decreased by $14.3 million, reflecting the Rwanda Disposal in October 2025. Revenue from continuing operations was also positively impacted by the non-core^(a) impact of favorable movements in foreign exchange rates used to translate the results of foreign operations of $52.5 million, an increase of 13.5%, of which $40.7 million was due to the appreciation of the Naira.

Refer to the revenue component of the segment results section of this discussion and analysis for further details.

Revenue from discontinued operations

Revenue from the Latin America segment for the three month period ended June 30, 2026, presented within discontinued operations, was $42.4 million, a decrease of 5.9% year-on-year, with growth negatively impacted by the I-Systems Disposal in May 2026.

Towers, tenants and lease amendments

For the second quarter, there was a year-on-year net decrease in Towers of 1,512 (a net decrease of 45 year-on-year excluding the impact of the Rwanda disposal), resulting in total Towers of 37,672 at the end of the period. The decrease primarily resulted from the divestiture of 1,467 Towers in Rwanda in October 2025. The addition of 464 New Sites year-on-year, was more than offset by 493 Churned and 16 decommissioned sites. Tenants declined 4,538 year-on-year (including the divestiture of 3,041 from Rwanda, and a reduction of 3,704 from Churn). The Churn was inclusive of 2,576 tenants in the third quarter of 2025, which reflected an updated agreement with our smallest Key Customer in Nigeria, T2 (previously known as 9mobile), signed in that quarter. As a result, total Tenants were 55,205 at the end of the second quarter, with a Colocation Rate of 1.47x, which was a slight increase compared to 1.46x in the first quarter of 2026. Excluding the impact of these two items, we added 1,079 net new tenants year-on-year. Year-on-year, we added 6,688 Lease Amendments, driven by continued incremental demand for ancillary services, resulting in total Lease Amendments of 46,766 at the end of the second quarter.

Adjusted EBITDA

Adjusted EBITDA for the second quarter of $245.3 million decreased 1.3% year-on-year, primarily reflecting the 7.0% inorganic headwind resulting from the disposals of the Company’s Rwanda operations and I-Systems stake in October 2025 and May 2026, respectively. The year-on-year change also reflected higher costs, which partly offset the increase in revenue described above. Cost of sales included within Adjusted EBITDA increased $46.2 million year-on-year, primarily driven by increases in power generation costs ($38.7 million), as a result of higher global power prices due to the conflict in the Middle East. While the Company has power pass-through and indexation mechanisms to help mitigate this impact, there is typically a one-quarter lag between movements in power generation costs and the associated revenue impact under these mechanisms. There were also year-on-year increases in tower repairs and maintenance costs ($1.9 million) and staff costs ($1.1 million). The $5.4 million decrease in administrative expenses included within Adjusted EBITDA was primarily driven by staff costs ($3.8 million).

(Loss)/income for the period

The Group reported a loss of $7.5 million for the second quarter of 2026, compared to income of $32.3 million in the second quarter of 2025. While revenue increased by $40.4 million and income from discontinued operations increased by $27.8 million, these benefits were more than offset by a $50.4 million increase in cost of sales and a $57.0 million increase in administrative expenses.

Higher cost of sales was primarily attributable to higher power generation costs in the Nigeria segment, driven by increased diesel prices associated with the ongoing conflict in the Middle East.

Administrative expenses increased by $57.0 million, primarily due to $50.0 million of accelerated share-based payment and long-term employee benefit expenses as a result of a change in expected vesting periods and settlement obligations following the February 2026 announcement by the Group that it had entered into a merger agreement to be acquired by MTN Group Limited.

Cash from operations

Cash from operations for the second quarter of 2026 was $202.1 million, compared to $254.8 million for the second quarter of 2025. The decrease was driven by a $34.8 million reduction in net working capital inflows and a $17.9 million decrease in operating income before working capital changes.

ALFCF

ALFCF for the second quarter of 2026 was $57.1 million, compared to $54.0 million for the second quarter of 2025. The increased ALFCF was primarily due to a decrease in net interest paid ($28.4 million) primarily driven by the repayment and refinancing of high interest debt, in addition to reductions in withholding tax ($14.3 million) and maintenance capital expenditure ($6.0 million), partially offset by an increase in income taxes paid ($37.1 million).

SEGMENT RESULTS

Revenue and Adjusted EBITDA by segment

Set out below are revenue and segment Adjusted EBITDA for each of our reportable segments, for the three months ended June 30, 2026, and 2025:

Nigeria

Second quarter revenue increased 14.5% year-on-year to $298.3 million, primarily driven by the favorable movements in foreign exchange rates used to translate the results of foreign operations. Organic revenue decreased by $2.9 million, a decline of 1.1% year-on-year. This reflected continued growth in revenue from Colocation, Lease Amendments, New Sites, escalations and diesel prices, which was partially offset by Churn related to the approximately 1,050 sites MTN Nigeria agreed to vacate as part of the contract renewals and extensions signed during the third quarter of 2024, and further impacted by a reduction in revenues linked to foreign exchange resets as a result of the appreciation of the Naira versus the U.S dollar during the period. The decrease in organic revenue was more than offset by favorable movements in foreign exchange rates used to translate the results of foreign operations, with an average Naira rate of ₦1,366 to $1.00 in the second quarter of 2026 compared to an average rate of ₦1,581 to $1.00 in the second quarter of 2025. This led to a non-core increase of $40.7 million, or 15.6% year-on-year.

Tenants decreased by 2,321 year-on-year, with growth of 590 from Colocation and 9 from New Sites, more than offset by 2,920 Churn, which was inclusive of 2,576 tenants in the third quarter of 2025 which reflected an updated agreement with our smallest Key Customer, T2. Lease Amendments increased by 5,411 driven by continued incremental demand for ancillary services.

Segment Adjusted EBITDA for the second quarter decreased 2.5% year-on-year to $166.5 million, resulting in an Adjusted EBITDA Margin of 55.8%. The year-on-year decrease in segment Adjusted EBITDA for the second quarter primarily reflected an increase in cost of sales and administrative expenses included within segment Adjusted EBITDA, which more than offset the increase in revenue described above. During the second quarter the increase in costs was primarily driven by a year-on-year increase in power generation costs ($35.3 million), as a result of higher global power prices due to the conflict in the Middle East. While the Company has power pass-through and indexation mechanisms to help mitigate this impact, there is typically a one-quarter lag between movements in power generation costs and the resulting impact on revenue under these mechanisms. There were also year-on-year increases in tower repairs and maintenance costs ($2.7 million), staff costs ($1.9 million) and other administrative costs ($0.7 million), with increases enhanced by the appreciation of the Naira, which is used to translate the results of our Nigeria operations.

SSA

Second quarter revenue increased 2.0% year-on-year to $130.3 million, despite an 11.2% inorganic revenue headwind related to the Rwanda Disposal in October 2025. Organic revenue, which increased by $5.0 million, or 3.9%, led by growth in revenue from new Tenants, Colocations, New Sites and escalations, was partially offset by lower revenues from foreign exchange resets. The overall increase in revenue was also driven by an increase in non-core revenues as a result of positive movements in foreign exchange rates of $11.8 million, or 9.2%.

Tenants decreased by 2,852 year-on-year, primarily due to the disposal of 3,041 tenants in Rwanda. Other than this disposal, tenants increased by 189 driven by increases of 625 from Colocation and 188 from New Sites, partially offset by a reduction of 624 tenants from Churn primarily related to ZedMobile (“ZedMobile”) during the first quarter of 2026, while Lease Amendments increased by 427.

Segment Adjusted EBITDA for the second quarter decreased 3.2% year-on-year to $70.8 million, resulting in an Adjusted EBITDA Margin of 54.3%. The year-on-year decrease in segment Adjusted EBITDA for the second quarter was primarily driven by the 12.7% negative impact as a result of the Rwanda Disposal. The year-on-year movement also reflects an increase in revenue, partially offset by an increase in costs included within Adjusted EBITDA. The $4.9 million increase in costs was primarily driven by year-on-year increases in power generation costs ($3.5 million) and tower repairs and maintenance costs ($0.6 million).

Latam

Second quarter revenue decreased 5.9% year-on-year to $42.4 million, primarily driven by the 28.0% inorganic revenue headwind resulting from the I-Systems Disposal in May 2026, which more than offset organic and non-core revenue growth. Organic revenue increased 8.8% in the quarter, or $4.0 million, with continued growth in revenue from Tenants, Lease Amendments, New Sites and CPI escalations. Revenue also benefited from the non-core positive impact of favorable movements in foreign exchange rates of $6.0 million, or 13.3%.

Tenants increased by 635 year-on-year, including 267 from New Sites and 528 from Colocation, while Lease Amendments increased by 850.

Second quarter segment Adjusted EBITDA decreased 2.1% to $32.7 million for a segment Adjusted EBITDA Margin of 77.2%, primarily driven by the negative impact resulting from the I-Systems stake disposal, described above. As a result, there were decreases in revenue and in costs included within Adjusted EBITDA, including a decline in staff costs ($1.4 million) and repairs and maintenance costs ($1.1 million).

On February 11 and 17, 2026, the Group announced agreements to sell its 51.0% stake in I-Systems to TIM S.A. and its Latin American tower operations to Macquarie Asset Management, respectively. The Latin American tower operations and I-Systems disposal groups were classified as held for sale from December 31, 2025. These disposal groups comprised the entire Latam reportable segment and therefore this segment was presented as a discontinued operation. In May 2026 and August 2026, the Group completed the I-Systems Disposal and Latam Towers Disposal respectively.

CAPITAL EXPENDITURE

Set out below is the capital expenditure for the three months ended June 30, 2026, and 2025 for each of our reporting segments:

During the second quarter of 2026, capital expenditure (“Total Capex”) was $39.2 million, compared to $46.3 million for the second quarter of 2025. The decrease was driven by lower capital expenditure in our SSA and Latam segments, mainly due to lower discretionary capital expenditure, in addition to lower capital expenditure in our Nigeria segment, primarily reflecting a reduction in augmentation capital expenditure and the phasing of maintenance capital expenditure.

Nigeria

The 10.3% year-on-year decrease for the second quarter was primarily driven by decreases related to augmentation capital expenditure ($2.5 million) and maintenance capital expenditure ($1.5 million), partially offset by increases in other discretionary capital expenditure ($0.7 million) and fiber capital expenditure ($0.4 million).

SSA

The 35.0% year-on-year decrease for the second quarter was primarily driven by decreases in capital expenditure related to New Sites ($1.3 million) and augmentation capital expenditure ($0.9 million).

Latam

The 13.3% year-on-year decrease for the second quarter was primarily driven by decreases in maintenance capital expenditure ($4.

Contacts

For more information, please email: communications@ihstowers.com or visit: www.ihstowers.com.

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L’article IHS Holding Limited Reports Second Quarter 2026 Financial Results est apparu en premier sur La Bourse et la Vie TV L'info éco à valeur ajoutée.

DENVER–(BUSINESS WIRE)–Mountaingate Capital (“Mountaingate”), a Denver-based private equity firm focused on partnering with founders and entrepreneurs to execute transformative growth strategies in the lower middle-market, today announced that it has exited its investment in Relevate Health (“Relevate”), a leading healthcare commercialization platform serving pharmaceutical, biotechnology, medical device, and healthcare organizations.

The exit of its investment in Relevate by Mountaingate represents another highly successful outcome for Mountaingate’s investors in the tech-enabled and analytics-driven marketing services sector. Mountaingate first partnered with Relevate in 2020, with the vision of building a leading healthcare commercialization platform serving the pharmaceutical industry.

Through the effective integration of four highly strategic add-on acquisitions, significant investments in Relevate’s proprietary ELE Decision Engine®, innovative product suite, infrastructure and operations, and leadership team, Relevate became a leading independent technology-enabled healthcare commercialization platform helping life sciences organizations engage healthcare professionals and patients.

“We aligned with Mountaingate around an ambitious shared vision for growth and they steadfastly supported that plan. Mountaingate’s style of founder-friendly growth investing paired with their consistent reinforcement of our culture created an ideal partnership,” commented Jeff Spanbauer, Co-founder and Chairman. “We’re grateful to Mountaingate for their partnership and support throughout an important chapter in Relevate’s growth. Their investment helped strengthen our platform, expand our capabilities, and position the company for this exciting next phase,” added Tim Pantello, CEO.

Bruce Rogers, Co-Founder and Managing Director of Mountaingate, noted: “It has been tremendously rewarding to support the world-class management team at Relevate as they executed the plan we collectively envisioned at the outset of our partnership. We have no doubt they will continue to set the standard within the pharmaceutical commercialization space and we look forward to following their next phase of growth.”

Relevate and Mountaingate were advised by Houlihan Lokey with Latham & Watkins serving as counsel in the transaction.

More about Relevate Health

Relevate Health is a leading healthcare commercialization platform helping pharmaceutical, biotechnology, medical device, and healthcare organizations create greater relevance, stronger engagement, and measurable business outcomes.

Powered by its proprietary ELE Decision Engine®, Relevate Health combines advanced analytics, artificial intelligence, first-party healthcare data, and integrated commercialization capabilities to help clients deliver the right message, through the right channel, at the right time. The company’s platform spans commercialization strategy, Point of Clinical Decision engagement, Point of Learning activation, medical communications, omnichannel marketing, media, technology, gaming and analytics, helping life sciences organizations accelerate commercial performance and improve patient outcomes.

More about Mountaingate Capital

Mountaingate Capital is a Colorado-based private equity firm that specializes in partnering with founders and entrepreneurial companies to accelerate growth and build industry leaders. Mountaingate’s focus on organic growth, coupled with its customer-centric buy-and-build approach for add-on acquisitions, and shared equity ownership with management, creates more value for the end customer, while forging stronger, more collaborative, and more successful investment partnerships with management teams. With over $1.2 billion of assets under management, Mountaingate targets investments in marketing services, business services, specialty manufacturing and distribution. For more information on Mountaingate, please visit www.mountaingate.com.

Contacts

For more information please contact:

Bruce Rogers, Managing Director

Phone: 303-390-5001

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BWXT will retain a minority ownership in the new company

LYNCHBURG, Va.–(BUSINESS WIRE)–BWX Technologies, Inc. (NYSE: BWXT) announced today it has entered into a definitive agreement to sell its medical business to Nordic Capital, an experienced healthcare investor with broad expertise and a deep understanding of the radiopharmaceutical industry and its value chain. The transaction, valued at up to $800 million, includes BWXT Medical and Kinectrics’ stable medical isotopes business.

The sale will enable BWXT to concentrate resources and capital on accelerating growth in its core nuclear national security and commercial nuclear power markets, areas central to the company’s long-term strategy. Under Nordic Capital’s ownership, the medical business is expected to be well-positioned to scale, expand capabilities and advance its market presence in radiopharmaceuticals, including developing, manufacturing and delivering products for diagnostic imaging and radiotherapeutic treatments.

BWXT remains bullish on long-term growth in the radiopharmaceutical market and will maintain a meaningful minority ownership stake in the divested business. BWXT will also continue providing specialized isotope and radiochemical expertise under the agreement.

“Since acquiring the medical business in 2018, we have roughly tripled revenue, improved profitability and significantly expanded the product portfolio, including novel therapeutic isotopes,” said Rex D. Geveden, BWXT president and chief executive officer. “As the business enters its next phase, this transaction provides an opportunity for the medical team to grow under an owner deeply committed to the healthcare sector, as we concentrate management resources and capital on our core businesses in nuclear national security and nuclear power. We are very pleased to go forward as a minority partner to Nordic Capital in BWXT Medical’s future growth given the expertise and deep resources they bring to this business and the market.”

“We are excited about the next step as Nordic Capital sees significant potential to scale the business and expand access to cutting-edge radiopharmaceutical therapy, » said Christian Hedegaard, partner, Nordic Capital Advisors. “Nordic Capital has a long track record of successful investments across both pharmaceuticals and life sciences, and radiopharmaceuticals sit squarely at the intersection of the two. That sector depth, combined with strong conviction in the BWXT Medical team’s capabilities, created a strong foundation for this partnership.”

The transaction is subject to customary regulatory approvals and is expected to close by the end of 2026.

Solomon Partners is serving as exclusive financial advisor to BWXT, and Stikeman Elliott is serving as legal counsel. Kirkland & Ellis LLP and McCarthy Tétrault are legal counsel for Nordic Capital.

Forward-Looking Statements

BWXT cautions that this release contains forward-looking statements, including, without limitation, statements relating to the anticipated benefits of the divestiture of its medical business. These forward-looking statements involve a number of risks and uncertainties, including, among other things, the timing and completion of the transaction; satisfaction of closing conditions and regulatory approvals; realization of anticipated transaction benefits; and potential business disruptions related to the transaction. If one or more of these or other risks materialize, actual results may vary materially from those expressed. For a more complete discussion of these and other risk factors, please see BWXT’s annual report on Form 10-K for the year ended December 31, 2025, and subsequent quarterly reports on Form 10-Q filed with the Securities and Exchange Commission. BWXT cautions not to place undue reliance on these forward-looking statements, which speak only as of the date of this release and undertakes no obligation to update or revise any forward-looking statement, except to the extent required by applicable law.

About BWXT

At BWX Technologies, Inc. (NYSE: BWXT), we are People Strong, Innovation Driven. A U.S.-based company with more than 11,000 employees, BWXT is a Fortune 1000 and Defense News Top 100 manufacturing and engineering innovator that provides safe and effective nuclear solutions for global security, clean energy, nuclear medicine, space exploration and environmental restoration. BWXT owns and operates 19 manufacturing facilities globally, and its 14 strategic partnerships support the U.S. and Canadian governments at more than two dozen additional locations.

For more information, visit www.bwxt.com. Follow us on LinkedIn, X, Facebook and Instagram.

About Nordic Capital

Nordic Capital is a leading international private equity investor and subsector specialist dedicated to building stronger, more resilient businesses through transformative, long-term growth in partnership with management teams. With over 35 years of experience, Nordic Capital currently manages approximately EUR 39 billion in assets, investing in middle-market companies across Northern Europe and North America. Rooted in its Nordic heritage and values, it combines global reach with local presence through dedicated sector investment advisory teams, bringing deep expertise across its core sectors: Healthcare, Technology & Payments, Financial Services, and Services & Industrial Tech. Through active ownership, strong operational capabilities, a global network of experts and technology-enabled transformation, Nordic Capital helps companies scale, innovate and become sustainable leaders. For more information, visit www.nordiccapital.com or connect on LinkedIn.

“Nordic Capital” refers to, depending on the context, any, or all, Nordic Capital branded entities, vehicles, structures, and associated entities. The general partners and/or delegated portfolio managers of Nordic Capital’s entities and vehicles are advised by several non-discretionary sub-advisory entities, any or all of which are referred to as “Nordic Capital Advisors”.

Contacts

Media Contact
John Dobken

Senior Manager, Media & Public Relations

202.428.6913

jcdobken@bwxt.com

Investor Contact
Chase Jacobson

Vice President, Investor Relations

980.365.4300

investors@bwxt.com

Media Contact – Nordic Capital
Katarina Janerud

Communications Manager, Nordic Capital Advisors

+46 8 440 50 50

katarina.janerud@nordiccapital.com

L’article BWXT Selling Medical Business to Nordic Capital in Transaction Valued at up to $800 Million est apparu en premier sur La Bourse et la Vie TV L'info éco à valeur ajoutée.

The pending all-cash divestiture is expected to deliver non-dilutive capital and advance the Company’s exit from direct-to-consumer commerce as it sharpens its focus as a payments and financial infrastructure company

BOZEMAN, Mont.–(BUSINESS WIRE)–PSQ Holdings, Inc. (NYSE: PSQH) (« PSQH » or the « Company ») announced today that it has entered into a definitive agreement to sell EveryLife, its direct-to-consumer diaper and baby products brand, to FreeHold Brands, LLC, for gross proceeds of $5.5 million in cash, before transaction fees and customary adjustments. The transaction is expected to close by September 30, 2026, subject to customary closing conditions.

The Company has reported EveryLife as discontinued operations since the third quarter of 2025, reflecting the Company’s previously stated intention to divest non-core assets as it concentrates on its core payments and financial infrastructure businesses.

« We are a payments and financial infrastructure company. The signing of this agreement marks an important step in our plan to keep our focus on the core fintech business while monetizing an asset that is no longer central to our long-term goals,” commented Dusty Wunderlich, Chairman and CEO of PSQ Holdings. “EveryLife is a good business, with a real mission, and people who care deeply about combining the two. EveryLife belongs with an owner whose company is built for maximizing both. We believe that after closing, FreeHold Brands can provide that home. For our shareholders, this transaction is simple: non-dilutive cash on the balance sheet, less cost, and undivided attention on our core fintech offerings: credit and payments. »

Transaction Highlights

The completion of the sale would deliver non-dilutive cash to the Company’s balance sheet, further strengthening its capital position without issuing equity. It would also complete the Company’s divestiture of its direct-to-consumer products division. This continues streamlining an already lean, highly capable organization built around, and now exclusively focusing on, a core fintech business providing a singular payments and consumer financing platform for highly regulated industries. Because EveryLife has been classified within discontinued operations, the transaction is expected to have no impact on the Company’s continuing operations.

FullSend Partners acted as financial advisor to the Company in connection with the transaction.

About PSQ Holdings, Inc.

PSQ Holdings (NYSE: PSQH) is a payments and financial infrastructure company. We build and operate financial infrastructure in highly regulated environments for industries underserved by traditional financial institutions, including businesses, campaigns, and nonprofits that depend on reliable, compliant payment solutions.

Cautionary Statement Regarding Forward-Looking Statements

This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, including statements regarding the expected timing and ability to complete the transaction, the anticipated use of proceeds, and the expected benefits of the transaction to the Company. Forward-looking statements are subject to risks and uncertainties that could cause actual results to differ materially, including the risk that closing conditions are not satisfied, that the transaction does not close on the anticipated timeline or at all, and other risks described in the Company’s filings with the Securities and Exchange Commission, including its most recent Annual Report on Form 10-K and Quarterly Reports on Form 10-Q. The Company undertakes no obligation to update any forward-looking statements except as required by law.

Contacts

Investors Contact:
investment@publicsquare.com

Media Contact:
pr@publicsquare.com

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Vous aimez le site www.labourseetlavie.com, dites-le à Google en cliquant sur ce lien.

Résultats du 1er semestre 2026 de GL events

La société a notamment indiqué les éléments suivants :

« Au premier semestre 2026, le chiffre d’affaires de GL events s’établit à 966 M€, en croissance de 9% (12% à changes constants), dans la continuité de la dynamique engagée ces dernières années. Cette performance est portée par la solidité et la complémentarité des trois pôles d’activité du Groupe, avec une dynamique particulièrement soutenue sur les activités Live et Venues. Le développement international se confirme, avec 54% du chiffre d’affaires réalisé à l’international à fin juin 2026, notamment grâce aux Jumbo Events en Asie et en Europe, tandis que les effets de biennalité défavorables en Amérique du Sud et en France ont été absorbés, témoignant de la robustesse du modèle intégré. Le Groupe affiche une progression continue de sa rentabilité opérationnelle, avec un résultat opérationnel courant de 107 M€, en hausse de 2% par rapport au premier semestre 2025. À biennalité comparable, les taux de rentabilité sont tous en croissance, validant la pertinence des investissements réalisés et de la stratégie long terme mise en œuvre par le Groupe. Cette amélioration de la rentabilité opérationnelle contribue à une progression du résultat net part du Groupe de 6% par rapport au premier semestre 2025, atteignant 55 M€ à fin juin 2026, soit un bénéfice net par action de 1,85 €.« 

Retour sur cette actualité, l’évolution à l’international du groupe, la situation globale et les perspectives.

Sylvain Bechet Directeur Général Adjoint GL events est mon invité.

Toutes les vidéos GL events déjà diffusées sur la Web TV sont à découvrir ici via le lien : Vidéos GL events

L’article Sylvain Bechet Directeur Général Adjoint GL events : »On maintient notre engagement d’améliorer encore la rentabilité du groupe » : Résultats du 1er semestre 2026 est apparu en premier sur La Bourse et la Vie TV L'info éco à valeur ajoutée.

BUFFALO, N.Y.–(BUSINESS WIRE)–$ROCK #ROCK–Gibraltar Industries, Inc. (Nasdaq: ROCK), a leading manufacturer and provider of products and services for the residential, agtech and infrastructure markets, today announced that, in the second of a two-step process to divest its Renewables business by aligning it with industry leaders who continue to broaden their solar portfolios, has sold its racking and foundations operations to Unirac. This completes the divestiture of the Renewables business and supports Gibraltar’s strategic plan to simplify and focus its asset portfolio on the building products and structures end markets.

Additional details on the transaction may be found in the Form 8-K filed with the Securities and Exchange Commission.

ABOUT GIBRALTAR

Gibraltar is a leading manufacturer and provider of products and services for the residential, agtech, and infrastructure markets. Gibraltar’s mission, to make life better for people and the planet, is fueled by advancing the disciplines of engineering, science, and technology. Gibraltar is innovating to reshape critical markets in comfortable living and productive growing throughout North America. For more please visit www.gibraltar1.com.

FORWARD-LOOKING STATEMENTS

Certain information set forth in this release, other than historical statements, contains “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995 that are based, in whole or in part, on current expectations, estimates, forecasts, and projections about Gibraltar’s business, and management’s beliefs about future operations, results, and financial position. These statements are not guarantees of future performance and are subject to a number of risk factors, uncertainties, and assumptions. Actual events, performance, or results could differ materially from the anticipated events, performance, or results expressed or implied by such forward-looking statements. Factors that could cause actual results to differ materially from current expectations include, among other things: tariffs and retaliatory tariffs imposed by the United States or other countries on imported goods, including raw materials used in the manufacturing of the Company’s products; changes to economic conditions and customer demand for the Company’s products; the availability and pricing of principal raw materials and component parts, supply chain challenges causing project delays and field operations inefficiencies and disruptions, the loss of any key customers, adverse effects of inflation, the ability to continue to improve operating margins, the ability to generate order flow and sales and increase backlog; the ability to translate backlog into net sales, other general economic conditions and conditions in the particular markets in which Gibraltar operates, changes in spending due to laws and government incentives, such as the Infrastructure Investment and Jobs Act, changes in customer demand and capital spending, competitive factors and pricing pressures, the ability to develop and launch new products in a cost-effective manner, the ability to realize synergies from newly acquired businesses, disruptions to IT systems, the impact of trade and regulation, rebates, credits and incentives and variations in government spending and ability to derive expected benefits from restructuring, productivity initiatives, liquidity enhancing actions, and other cost reduction actions. Before making any investment decisions regarding the Company, we strongly advise you to read the section entitled “Risk Factors” in the most recent annual report on Form 10-K which can be accessed under the “SEC Filings” link of the “Investor Info” page of the website at www.Gibraltar1.com. The Company undertakes no obligation to update any forward-looking statements, whether as a result of new information, future events or otherwise, except as may be required by applicable law or regulation.

Contacts

Alliance Advisors IR

Jody Burfening/Carolyn Capaccio

(212) 838-3777

rock@allianceadvisors.com

L’article Gibraltar Completes Divestiture of Renewables Business est apparu en premier sur La Bourse et la Vie TV L'info éco à valeur ajoutée.

La presse financière internationale, du Wall Street Journal au Handelsblatt allemand, a évoqué un véritable séisme industriel. Volkswagen, pilier de l’économie européenne depuis près de 90 ans qui s’apprête à briser un tabou absolu avec la fermeture de sites industriels.

C’est le choc industriel de ce début d’été : la direction du géant allemand de l’automobile envisage des dizaines de milliers de suppressions de postes et, fait rarissime, la fermeture d’usines historiques sur son propre sol. Entre la concurrence chinoise, les droits de douane américains, le retard dans l’électrique et des coûts fixes jugés trop élevés, les constructeurs allemands font face à une crise profonde. Chez Volkswagen, un plan de restructuration massif, avec des dizaines de milliers de suppressions d’emplois, est sur la table. Mercedes-Benz, de son côté, lance un programme d’économies qui provoque déjà la colère de dizaines de milliers de salariés. La direction du groupe Volkswagen, basé dans la ville de Wolfsburg et propriétaire de dix marques (VW, Audi, Seat, Skoda, Porsche, etc.), discute avec les représentants du personnel et les actionnaires d’un plan de restructuration présenté comme « sans précédent ». On le sait, Wolfsburg (Wolfsbourg en français) est Volkswagen et Volkswagen est Wolfsburg. La ville industrielle se situe, dans le Land de Basse‑Saxe, à l’est de Hanovre est une ville industrielle « planifiée », créée en 1938 pour accueillir les ouvriers de l’usine Volkswagen, dont elle abrite toujours le siège. Le groupe a déjà engagé un programme prévoyant la suppression de 50.000 emplois en Allemagne d’ici 2030, dont 35.000 au sein de la seule marque VW, en accord avec les syndicats. Mais ce plan est désormais considéré comme insuffisant par la direction, qui juge que le modèle des dernières décennies « ne fonctionne plus ».

Pourquoi ce géant européen de l’automobile est-il dans cette situation ?

Il y a les éléments concurrentiels évoqués bien sûr, mais aussi un dilemme auquel le groupe est confronté. Pour faire simple, imaginez une usine gigantesque conçue pour assembler 300 000 voitures par an. Qu’elle en fabrique 300 000 ou seulement 100 000, l’entreprise doit payer le même entretien pour les bâtiments, les mêmes impôts locaux, le même chauffage, et le maintien des machines. Ce sont ces fameux coûts fixes. Quand la demande s’effondre, ces dépenses incompressibles dévorent littéralement la rentabilité. Or, Volkswagen est aujourd’hui pris dans cet étau que l’on peut qualifier de « dilemme de la transition ». D’un côté, le constructeur doit investir des milliards pour développer des véhicules électriques et contrer l’offensive des marques chinoises. De l’autre, la demande européenne pour l’électrique patine encore. Les usines tournent au ralenti, l’argent rentre moins vite, mais les factures restent les mêmes. C’est l’illustration brutale du prix à payer pour la transition écologique dans l’industrie lourde.

Dans ce secteur, les innovations restent tout de même intéressantes

Oui et c’est au Japon que cela se passe avec la révolution discrète des batteries à l’état solide que le gouvernement japonais vient de valider début juillet pour Toyota. Avec une  batterie à l’état solide, de quoi parle-t-on ? Remplacez l’électrolyte liquide (qui peut chauffer ou s’enflammer) par un composant solide. Résultat : un temps de charge divisé par deux, une autonomie doublée et une sécurité accrue. C’est sans doute la prochaine vraie rupture technologique, et le défi de demain pour les constructeurs européens. 

Le sujet canicule occupe toujours les esprits, côté économique cela porte un nom

C’est un nouveau comportement qui modifie l’économie du tourisme en Europe : le « Coolcationing ». Ce terme anglo-saxon désigne la contraction de « cool » (frais) et « vacation » (vacances). Avec la multiplication des canicules extrêmes dans le bassin méditerranéen, les agences de voyages et les plateformes de location observent un déplacement massif de la demande vers le Nord de l’Europe, la Scandinavie ou les côtes de la Manche. Un acteur du secteur le Pdg de Voyageurs du Monde Jean-François Rial me l’a confirmé cette semaine,  Et le réchauffement climatique, ça fait un moment que les gens ont compris que l’été en Méditerranée, c’était chaud. Donc la Bretagne, elle est prise d’assaut, la Grande Bretagne aussi, les pays scandinaves aussi, etc… Ça change les comportements des clients, c’est très clair. La Méditerranée est moins occupée l’été et au contraire, les régions du Nord le sont plus. Et au contraire, la Méditerranée va être plus occupée en arrière- saison, c’est à dire le printemps et l’automne. Ça, ça va changer. Alors avec la limite des vacances scolaires. Mais dès que les vacances scolaires vont être modifiées, ça viendra. Dans les années à venir, vous verrez qu’il y aura un rééquilibrage. »

Pour finir, vous proposez un cahier de vacances pour les dirigeants

Pour terminer cette émission en ce début d’été, prenons un peu de hauteur. La période estivale est souvent le seul moment où les chefs d’entreprise peuvent lever le nez du guidon. Si vous dirigez une entreprise, voici les 5 thèmes majeurs sur lesquels la presse financière internationale vous invite à plancher cet été :

la fragmentation géopolitique et le « Derisking » : La carte du commerce mondial se referme. Avec le retour des barrières douanières, produire loin coûte de plus en plus cher en risques. La question de l’été : Où dois-je relocaliser ou diversifier mes fournisseurs pour ne pas dépendre d’un seul pays ? 

L’inflation et le « Pricing Power » : L’inflation globale baisse, mais vos coûts internes (salaires, énergie) restent hauts. Le « Pricing Power », c’est votre capacité à maintenir vos prix sans faire fuir vos clients. La question de l’été : Mon produit est-il au niveau pour que je puisse défendre mes marges à la rentrée ?

La robustesse de votre Supply Chain : La question de l’été : Si mon fournisseur principal est bloqué demain matin, ai-je un plan B activable immédiatement ?

L’intégration de l’Intelligence Artificielle : Ce n’est plus un sujet de science-fiction, mais un enjeu de productivité immédiat. L’erreur serait de l’imposer d’en haut. La question de l’été : Quelles tâches chronophages puis-je automatiser pour redonner du temps à mes équipes à la rentrée ?

Le financement de la transition écologique : Le cas Volkswagen le prouve, c’est un défi colossal. Avec les nouvelles normes européennes de reporting extra-financier qui arrivent, la question de l’été : Comment vais-je financer la décarbonation de mon entreprise sans détruire ma rentabilité à court terme ?

L’été sera studieux ! Bel été à vous tous

Titre : le séisme Volkswagen et le coût de la transition

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