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Sopra Steria (AO) | Buy | Feedback from Eurosatory forum

发布日期: 2026-06-22研究机构: Kepler Cheuvreux公司 / 股票: SOPR.PA报告页数: 13原文语言: 英语证据页码: 1

研报英文原文证据摘录

Sopra Steria (AO) | Buy | Feedback from Eurosatory forum

while

back still carry lower profitability.

At Eurosatory 2026, Sopra Steria showcased a series of immersive demonstrations illustrating how digital technologies enhance

military mobility and operational effectiveness. The exhibits covered command and control, cyber defence, intelligence, logistics,

and force preparation across multi-domain environments. Visitors experienced solutions designed to improve decision-making

through secure data sharing, AI-enabled analytics, and interoperable digital platforms. The counter-UAV showcase highlighted

autonomous capabilities for detecting and neutralising emerging aerial threats. Together, the demonstrations emphasised the

role of trusted digital ecosystems in enabling agile, connected, and resilient defence operations.

The group that has a partnership with Thales had several important wins in the area of anti-drone solutions, winning against

large defence competitors both in France and Belgium.

In parallel, through CS Group, Sopra Steria announced the acquisition of Starion and Nexova, two European specialists in space

systems engineering and cybersecurity (EUR200m of revenues). The transaction is designed to strengthen the group's sovereign

digital, defence, cyber, and space capabilities and closed in May 2026.

Reinforcing aerospace as well through M&A.

The group also has high ambition in the field of aerospace, and in particular with Airbus. Two acquisitions are set to close later

this year. Sopra Steria announced those two targeted acquisitions aimed at reinforcing its engineering and PLM capabilities in

early June. Through its subsidiary CIMPA, the Group entered exclusive negotiations to acquire Digital Product Simulation (DPS), a

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