If you follow what’s going in India, you are probably well aware that the manufacturing conglomerate Larsen & Toubro (L&T) has acquired 20.3% of Mindtree, from a passive promoter (the Indian term for key shareholders, usually founders).
What growth options is Assystem facing?
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Assystem guides for 10% revenue growth in 2019
Assystem’s 2018 earnings were in line with its guidance. The company already had communicated its revenue performance, with a disappointing H1 (+0.8% at CC/CS) and a very good H2 (+13.2%).
Is there space for ER&D service vendors in digital?
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Is ÅF Pöyry an ER&D service vendor?
Several readers reacted to the birth on February 22, 2019, of ÅF Pöyry. They argue that ÅF Pöyry has become a building engineering-centric firm and now shares more with the likes of Sweco, Arcadis, or SNC Lavallin in Canada, than with Altran, or HCL Tech.
Non-linear growth: what’s up with Ricardo’s Performance Products unit?
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Accenture acquires in the MES space with ESP
With the launch of Industry X.0 last year, Accenture had voiced its intention to enter the ER&D services, starting by IoT and digital technologies. During the summer of 2018, the company had acquired two embedded software specialists and one product design firm. The scale of the acquisition was relatively modest with a combined ~450 consultants added
Ricardo: becoming more dependent on its Performance Products unit in H1 FY19
Ricardo published its H1 FY19 results, which were in line with its trading update of January 2019. Ricardo’s revenues were GBP 188m, up 3.7% yoy and up 2% yoy at CC/CS. Its adjusted operating margin was 8.8%, slightly down, by 10 bps yoy.
Altran finishes 2018 on a strong note. Stock up 7%
Altran reassured investors with its Q4 2018 and full-year 2018 results.
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Alten’s strategic plan: more of the same!
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Ricardo renews and expands its engine manufacturing contract with McLaren
British ER&D service vendor Ricardo has renewed and expanded its engine manufacturing contract with McLaren. The company will manufacture engines for McLaren’s Track 25 plan. McLaren is expanding its car portfolio and as part of Track 25, will design 18 new models or derivatives of existing models.
ER&D services rankings: the winner is…
We have created an interim ranking of the top ten ER&D service vendors. Several large ER&D
Bertrandt accelerate somewhat in Q1 FY19
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ÅF: last quarter before Pöyry comes in
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Pöyry completes its recovery in 2018
We looked at the 2018 results of Pöyry, its last financials before its acquisition by ÅF. The results confirmed that Pöyry has succeeded in its recovery: its 2018 revenues were up 10.9% in 2018, to EUR 580m, and its adjusted EBIT margin was 7.5%, up 250 bps.
A slight slowdown for SII in Q3 FY19
SII’s growth in Q3 FY19 slowed down a bit: revenues were up 11.8% yoy and up 12.3% yoy at CC/CS (H1: +14.5% at CC/CS). The relative slowdown came from international operations (+16.6% at CC/CS in Q3, vs. H1: +21.2%), while France was stable at +9.0% in Q3 (H1: 9.1%).
Luxoft’s automotive R&D unit accelerates in Q3 FY19: +56%
Luxoft’s Automotive and Transportation unit had a stellar performance in Q3 FY19, with revenue growth of +56%.
Assystem: a solid performance in H2 2018 after a weak H1
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Assystem Technologies rebrands as Expleo
Assystem Technologies and all its affiliates, including SQS, have rebranded as Expleo. The term Expleo refers
Belcan continues to acquire in the UK
Belcan made its second acquisition in the UK, since it was taken over by PE AE Industrial Partners. The acquired firm is Sitec, through its two units Sitec Design and Sitec Recruitment.
Alten concludes 2018 with a 14% organic growth in Q4!
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HCL Tech’s ERS continued high growth. Up 17% in Q3 FY19
The revenue growth of HCL Tech’s ERS unit continued to be high in Q3 FY19 to 17.4% yoy at CC. Revenues well above the half-billion threshold, to USD 562m, comforting HCL Tech as the third largest ER&D service vendor globally.
Assystem gets major contract extension for Akkuyu nuclear plant
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IBM’s IP partnerships in facts: vendors, scope, price and revenues
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