Groupe Partouche (PARP) | News Based Sentiment Analysis

• On September 9, 2025, Groupe Partouche announced a 7.3% increase in Q3 turnover, reaching €114.5 million, compared to €106.7 million in Q3 2024. This growth was driven by the addition of two new properties to their casino portfolio and strong performance across all activities, signaling effective capitalization on market opportunities.
• The nine-month turnover also showed positive momentum, rising 6.2% year-over-year to €347.8 million. Gross Gaming Revenue (GGR) for Q3 2025 increased by 5.3% to €189.0 million, supported by a 5.8% rise in attendance at venues in France.
• Copal Beach, formerly Plage 3.14, experienced a remarkable 88.1% increase in turnover, reaching €2.9 million, demonstrating the success of the company’s diversification strategy. This contributed to an overall 11.8% increase in non-gaming turnover to €31.5 million for Q3 2025.
• A significant milestone was achieved on September 1, 2025, with the successful exit from the Financière Partouche safeguard plan. This was facilitated by the early payment of remaining liabilities through a bank credit, substantially improving the group’s financial structure and demonstrating improved financial stability.
• On September 18, 2025, the stock (PARP) was trading at €19.30, down 1.28% from the previous day and down 1.78% over the past five days, despite being identified as a “Key Stock of the Day” on September 10, 2025, due to strong Q3 GGR figures.
• The company’s operations in France saw a 5.3% revenue increase to €169.1 million in Q3, with slots revenue up 2.6% to €130.4 million and electronic table games revenue up 11.8% to €22.6 million. International revenue also grew by 5.6% to €19.9 million, boosted by a 19.0% rise in online gambling revenue in Switzerland to €6.6 million.
• The opening of Casino Partouche Cotonou in Benin in January 2025 contributed to the overall growth, while a modification to the Financière Partouche safeguard plan occurred on May 26, 2025, paving the way for its successful conclusion on September 1, 2025.

The Investment Story: September was a pivotal month for Groupe Partouche, marked by a successful exit from its safeguard plan and robust financial performance in Q3, demonstrating a clear turnaround and positive trajectory for the company.

What It Means for Investors: The positive financial results and the completion of the safeguard plan suggest that Groupe Partouche is on a solid footing for future growth, potentially leading to increased investor confidence and a re-evaluation of the company's valuation. The diversified revenue streams, including the strong performance of Copal Beach, further enhance the investment outlook.

Looking Ahead: Investors should continue to monitor the company's performance, paying close attention to trends in Gross Gaming Revenue and the continued growth of non-gaming activities. Further commentary from management regarding their strategic outlook will also be crucial.

The Bottom Line: Groupe Partouche’s September performance demonstrates a successful recovery and positions the company for continued growth, making it an increasingly attractive investment opportunity for those seeking exposure to the gaming and leisure sector.