DATAGROUP SE (ISIN DE000A41YEV7) has adjusted its forecast for the fiscal year 2025/2026 (October 1, 2025, through September 30, 2026), citing a persistently subdued market environment and the impact of strategic measures. The company now expects revenue to be in the range of EUR 565-575 million, which would essentially match the prior year's figure of EUR 566 million. However, profitability is projected to decline significantly, with EBITDA estimated between EUR 71-74 million (down from EUR 84.1 million) and EBIT expected between EUR 33-36 million (down from EUR 47.3 million). This marks a reversal from the company's earlier guidance, which had anticipated slight year-over-year growth in both EBITDA and EBIT.
The downward revision is primarily attributed to one-time effects totaling EUR 10-11 million related to strategic measures. These investments are aimed at future-oriented fields and are intended to drive growth after a period of flat revenue. According to the company, the measures are part of a deliberate strategy to position DATAGROUP for long-term success in a challenging market. The announcement comes as the IT services sector faces headwinds, with clients delaying projects and tightening budgets.
DATAGROUP, one of Germany's leading IT service providers, employs approximately 4,000 people across Germany and, since June 2026, in the Netherlands. The company designs, implements, and operates IT infrastructures and business applications, offering its CORBOX product as a full-service solution for global IT workplaces. It serves medium and large enterprises as well as public authorities. DATAGROUP's growth strategy combines organic expansion with acquisitions, particularly through its "buy and turn around" and "buy and build" approaches, which have been noted for effective integration of acquired companies.
The revised forecast highlights the broader challenges facing the IT services industry, as economic uncertainty and cautious spending persist. For DATAGROUP, the strategic investments are a bet on future growth, but they come at a cost to short-term profitability. The company's ability to execute its strategy and navigate the current environment will be closely watched by investors and industry observers.
