Planisware : Strong growth in Q3 2026 driven by accelerating recurring revenue growth and sustained commercial momentum

St o g g owth d ive by accele ati g ecu i g eve ue g owth a d sustai ed comme cial mome tum

• Q3 2026 eve ue of € 57.4 millio , up +15.6% yea -o -yea a d +14.9% i co sta t cu e cies
• St o g ecu i g eve ue g owth d ive by suppo t activities eaccele atio
• Co ti ued comme cial mome tum i Q3 with ew logos a d expa sio s sig ed, i cludi g majo wi s i a b oad a ge of ve ticals
• Successful elease of Pla iswa e’s u ified platfo m 26Q4 ve sio a d lau ch of P isma Beta, i t oduci g e ha ced AI-powe ed capabilities a d expa ded p oject po tfolio ma ageme t fu ctio alities
• 2026 objectives co fi med:
  • At least +13% eve ue g owth i co sta t cu e cies
  • At least the adjusted EBITDA ma gi ¹ level eached i FY 2025 (i.e. 37.4%)
  • Co fi med c. 80% Cash Co ve sio Rate*

Pa is, F a ce, Octobe 23, 2026 – Pla iswa e, a leadi g p ovide of B2B AI-powe ed SaaS platfo ms se vi g the apidly g owi g P oject Eco omy, a ou ces today its Q3 2026 eve ue. Reve ue amou ted to € 57.4 millio , up by +15.6% i cu e t cu e cies (€+7.8 millio ), mai ly led by the co ti ued success of the G oup’s ma ket-leadi g SaaS platfo m. I co sta t cu e cies, eve ue g owth eached +14.9% (€+7.4 millio ) i Q3 a d +14.9% (€+21.7 millio ) fo the fi st i e mo ths of the yea . Recu i g eve ue amou ted to € 51.7 millio i Q3 (90% of eve ue, +130 bps compa ed to Q3 2025) a d was up by +16.6% i co sta t cu e cies.

Loïc Sautou , CEO of Pla iswa e, comme ted: “Ou thi d-qua te pe fo ma ce co fi ms the st e gth of Pla iswa e’s g owth t ajecto y. The co ti ued success of ou SaaS platfo m, the accele atio of suppo t activities a d the successful impleme tatio of the ma y custome s sig ed ove ece t qua te s o ce agai t a slated i to sustai ed g owth a d fu the demo st ate the scalability of ou model.

Comme cial mome tum emai ed st o g th oughout the qua te , with ew custome wi s a d expa sio s ac oss geog aphies a d i dust ies. At the same time, ou latest AI-powe ed capabilities co ti ue to ge e ate sig ifica t i te est f om both existi g custome s a d p ospects, fu the st e gthe i g the value p opositio of ou u ified platfo m a d ei fo ci g ou competitive diffe e tiatio .

Followi g a st o g fi st i e mo ths, we a e co fide t i ou ability to delive o the objectives aised i July. As we e te the fi al qua te , we emai focused o delive i g agai st these objectives, while mai tai i g ou discipli ed app oach ega di g expectatio s o the timi g of o – ecu i g t a sactio s expected i Q4 a d emai i g mi dful of the o goi g mac oeco omic a d geopolitical u ce tai ties.

While ou 2027 budgeti g p ocess emai s u de way, we a e e cou aged by the st e gth of ou ecu i g eve ue model, the quality of ou comme cial pipeli e a d the sig ifica t umbe of ew custome s sig ed si ce the begi i g of the yea that a e cu e tly bei g impleme ted a d amped up. We ack owledge that ou st o g 2026 pe fo ma ce c eates a mo e dema di g compa iso basis fo ext yea . Neve theless, these ece t custome wi s p ovide a solid fou datio fo ext yea ‘s g owth while expa di g ou futu e g owth oppo tu ities withi ou i stalled base. We emai focused o combi i g sustai able g owth with st o g p ofitability a d cash ge e atio .”

Q3 2026 eve ue by eve ue st eam

* Reve ue evolutio i co sta t cu e cies, i.e. at Q3 2025 YTD ave age excha ge ates

Reachi g € 57.4 millio i Q3 2026, eve ue was up +15.6% i cu e t cu e cies a d +14.9% i co sta t cu e cies. U like i the fi st half, the fo eig -excha ge impact was slightly positive i Q3, at app oximately €+0.3 millio , eflecti g the ece t st e gthe i g of the US dolla agai st the eu o. I o de to eflect the u de lyi g pe fo ma ce of the Compa y i depe de tly f om excha ge ate fluctuatio s, the followi g a alysis efe s to eve ue evolutio i co sta t cu e cies, applyi g Q3 2025 YTD ave age excha ge ates to Q3 2026 eve ue figu es, u less exp essly stated othe wise.

Recu i g eve ue

Rep ese ti g 90.0% of Q3 2026 total eve ue ve sus 88.8% i Q3 2025, ecu i g eve ue eached € 51.7 millio , up +16.6%, accele ati g f om +12.6% i H1. App oximately 70% of ecu i g eve ue g owth i Q3 2026 came f om ew custome s (defi ed as custome s co t ibuti g to eve ue fo less tha 12 mo ths) while expa sio withi the histo ical custome base accou ted fo app oximately 30%.

Recu i g eve ue g owth was d ive by a +18.6% i c ease i Pla iswa e’s SaaS model eve ues (i.e. SaaS & Hosti g, A ual lice ses a d Evolutive & Subsc iptio suppo t) a d i pa ticula by the healthy +19.1% g owth i SaaS & Hosti g. G owth was also suppo ted by the eaccele atio of suppo t activities (Evolutive & Subsc iptio suppo t) towa ds histo ical levels, with Evolutive suppo t up +19.6% a d Subsc iptio suppo t up +10.3% i Q3 2026, compa ed to +7.2% a d 2.2% i H1 2026 espectively. This accele atio was d ive by suppo t activities elated to ew custome s impleme ted ea lie i the yea , as well as by the eallocatio of Evolutive Suppo t teams that had focused du i g the fi st half o delive i g the pa ticula ly high volume of ew-logo impleme tatio s.

Mai te a ce eve ue was stable i the co text of the G oup’s shift f om its p io Pe petual lice se model to a SaaS model.

No – ecu i g eve ue

No – ecu i g eve ue i c eased by +1.7%, eflecti g co t asti g t e ds ac oss its compo e ts. Pe petual lice ses eve ue decli ed by -50.3%, co siste t with the G oup’s co ti ued shift to SaaS. Impleme tatio was st o gly up by +45.1%, d ive by the co ti ued st o g comme cial dy amic ge e ati g a high impleme tatio activity fo the o boa di g of ece tly sig ed ew logos, suppo ti g the p og essive amp-up of these custome s a d thei co t ibutio to futu e ecu i g eve ue.

P oduct e ha ceme ts a d platfo m optimizatio

Pla iswa e co ti ues to i vest i i ovatio a d p oduct developme t to offe cutti g-edge solutio s:

26Q4 elease: ew capabilities ac oss the u ified platfo m

Pla iswa e eleased ve sio 26Q4 of its u ified platfo m, fu the e ha ci g the b eadth of its capabilities. The elease otably i t oduces ew Agile-at-Scale fu ctio alities, additio al po tfolio a d esou ce ma ageme t capabilities, a d e ha ced i teg atio s with widely used e te p ise applicatio s. It also expa ds Pla iswa e’s AI-powe ed capabilities, i cludi g atu al-la guage fo mula ge e atio th ough Osca , the G oup’s AI assista t. These e ha ceme ts fu the st e gthe the value p opositio of Pla iswa e’s u ified platfo m a d its ability to suppo t custome s ac oss the full spect um of p oject a d po tfolio ma ageme t use cases.

Successful lau ch of P isma Beta

Mate ializi g a impo ta t milesto e i Pla iswa e’s AI st ategy, the Beta ve sio of P isma successfully lau ched at the e d of Q3. P isma is Pla iswa e’s hyb id- easo i g AI age t desig ed to help o ga izatio s ma age p oject po tfolios a d esou ces mo e effectively th ough task automatio , decisio suppo t a d e ha ced ope atio al efficie cy. The Beta p og am cu e tly i cludes P isma a d P isma P o, while P isma Expe t, focused o co figu atio a d customizatio use cases, is expected to follow at a late stage. The lau ch has ge e ated st o g i te est f om both existi g custome s a d p ospects, validati g both the eleva ce of the use cases a d the G oup’s mo etizatio app oach while al eady imp ovi g Pla iswa e’s competitive wi ate. The Beta p og am is i te ded to validate the solutio i eal-wo ld e vi o me ts a d gathe feedback f om adva ced use s befo e b oade comme cializatio .

Pla iswa e co fi ms a official comme cial elease by the e d of Q1 2027. P isma di ect co t ibutio to the G oup’s eve ue is expected to begi p og essively f om that poi t o wa d, with adoptio ampi g ac oss Pla iswa e’s i stalled base a d ew logos.

Q3 2026 comme cial mome tum

Comme cial activity emai ed st o g i Q3 2026, with ew custome wi s a d expa sio s ac oss geog aphies a d a b oad a ge of ve ticals. Key wi s i cluded la ge i dust ial a d automotive compa ies i Eu ope a d the US, the F e ch public health i su a ce fu d, a leadi g Ge ma mutual i su e , a d seve al pha maceutical a d biotech ology compa ies. These co t acts eflect co ti ued dema d fo Pla iswa e’s u ified platfo m to eplace f agme ted o legacy PPM e vi o me ts, co solidate po tfolio a d esou ce ma ageme t, a d suppo t la ge-scale t a sfo matio i itiatives. The G oup also secu ed a sig ifica t expa sio with a existi g US automotive custome , with pote tial deployme t to app oximately 3,500 use s. Seve al co t acts we e wo agai st Mic osoft-based solutio s a d established PPM competito s, fu the demo st ati g the competitive ess of Pla iswa e’s offe i g a d its ability to displace i cumbe t solutio s.

2026 objectives co fi med

Taki g i to accou t, o the o e ha d, the st o g pe fo ma ce achieved du i g the fi st i e mo ths of 2026, suppo ted by co ti ued comme cial mome tum, healthy ecu i g eve ue g owth a d solid busi ess visibility, a d, o the othe ha d, a mac oeco omic a d geopolitical e vi o me t that emai s pa ticula ly volatile a d difficult to a ticipate, togethe with the i he e t timi g va iability of ce tai o – ecu i g t a sactio s i the fou th qua te , Pla iswa e co fi ms all the 2026 objectives aised o July 30, 2026:

• Reve ue g owth i co sta t cu e cies: at least +13%
• Adjusted EBITDA ma gi ^*: At least the level eached i FY 2025 (i.e. 37.4% of eve ue)
• c. 80% Cash Co ve sio Rate*

Appe dices

YTD 2026 eve ue by eve ue st eam

* Reve ue evolutio i co sta t cu e cies, i.e. at Q3 2025 YTD ave age excha ge ates

I vesto s & A alysts co fe e ce call

Pla iswa e’s ma ageme t team will host a i te atio al co fe e ce call o Octobe 23, 2026 at 8:00am CET to detail Q3 2026 pe fo ma ce a d key achieveme ts, by mea s of a p ese tatio followed by a Q&A sessio . The webcast a d its subseque t eplay will be available o pla iswa e.com.

Upcomi g eve ts

• Feb ua y 24, 2027:        FY 2026 esults publicatio
• Ap il 21, 2027:                Q1 2027 eve ue publicatio
• July 28, 2027:                H1 2027 esults publicatio
• Octobe 20, 2027:        Q3 2027 eve ue publicatio

Co tact

About Pla iswa e

Pla iswa e is a leadi g busi ess-to-busi ess (“B2B”) p ovide of AI-powe ed Softwa e-as-a-Se vice (“SaaS”) platfo ms se vi g the apidly g owi g P oject Eco omy. Pla iswa e’s missio is to p ovide solutio s that help o ga izatio s t a sfo m how they st ategize, pla a d delive thei p ojects, p oject po tfolios, p og ams a d p oducts.

With ci ca 900 employees ac oss 20 offices, Pla iswa e ope ates at sig ifica t scale se vi g a ou d 700 o ga izatio al clie ts i a wide a ge of ve ticals a d fu ctio s ac oss mo e tha 35 cou t ies wo ldwide. Pla iswa e’s clie ts i clude la ge i te atio al compa ies, medium-sized busi esses a d public secto e tities.

Pla iswa e is listed o the egulated ma ket of Eu o ext Pa is (Compa tme t A, ISIN code FR001400PFU4, ticke symbol “PLNW”).

Fo mo e i fo matio , visit: https://pla iswa e.com/ a d co ect with Pla iswa e o Li kedI .

Disclaime

Fo wa d-looki g stateme ts

This docume t co tai s stateme ts ega di g the p ospects a d g owth st ategies of Pla iswa e. These stateme ts a e sometimes ide tified by the use of the futu e o co ditio al te se, o by the use of fo wa d-looki g te ms such as “co side s”, “e visages”, “believes”, “aims”, “expects”, “i te ds”, “should”, “a ticipates”, “estimates”, “thi ks”, “wishes” a d “might”, o , if applicable, the egative fo m of such te ms a d simila exp essio s o simila te mi ology. Such i fo matio is ot histo ical i atu e a d should ot be i te p eted as a gua a tee of futu e pe fo ma ce. Such i fo matio is based o data, assumptio s, a d estimates that Pla iswa e co side s easo able. Such i fo matio is subject to cha ge o modificatio based o u ce tai ties i the eco omic, fi a cial, competitive o egulato y e vi o me ts.

This i fo matio i cludes stateme ts elati g to Pla iswa e’s i te tio s, estimates a d ta gets with espect to its ma kets, st ategies, g owth, esults of ope atio s, fi a cial situatio a d liquidity. Pla iswa e’s fo wa d-looki g stateme ts speak o ly as of the date of this docume t. Abse t a y applicable legal o egulato y equi eme ts, Pla iswa e exp essly disclaims a y obligatio to elease a y updates to a y fo wa d-looki g stateme ts co tai ed i this docume t to eflect a y cha ge i its expectatio s o a y cha ge i eve ts, co ditio s o ci cumsta ces, o which a y fo wa d-looki g stateme t co tai ed i this docume t is based. Pla iswa e ope ates i a competitive a d apidly evolvi g e vi o me t; it is the efo e u able to a ticipate all isks, u ce tai ties o othe facto s that may affect its busi ess, thei pote tial impact o its busi ess o the exte t to which the occu e ce of a isk o combi atio of isks could have sig ifica tly diffe e t esults f om those set out i a y fo wa d-looki g stateme ts, it bei g oted that such fo wa d-looki g stateme ts do ot co stitute a gua a tee of actual esults.

Rou ded figu es

Ce tai ume ical figu es a d data p ese ted i this docume t (i cludi g fi a cial data p ese ted i millio s o thousa ds a d ce tai pe ce tages) have bee subject to ou di g adjustme ts a d, as a esult, the co espo di g totals i this docume t may va y slightly f om the actual a ithmetic totals of such i fo matio .

Va iatio i co sta t cu e cies

Va iatio s i co sta t cu e cies ep ese t figu es based o co sta t excha ge ates usi g as a base those used i the p io yea . As a esult, such figu es may va y slightly f om actual esults based o cu e t excha ge ates.

No -IFRS measu es

This docume t i cludes ce tai u audited measu es a d atios that the G oup uses to measu e fi a cial o o -fi a cial pe fo ma ce (the “ o -IFRS measu es”), such as “Adjusted EBITDA”, “Adjusted EBITDA ma gi ”, “Adjusted F ee Cash Flow”, “cash co ve sio ate”, a d “Net cash positio ”. No -IFRS fi a cial i fo matio may exclude ce tai items co tai ed i the ea est IFRS fi a cial measu e o i clude ce tai o -IFRS compo e ts. Reade s should ot co side items which a e ot ecog ized measu eme ts u de IFRS as alte atives to the applicable measu eme ts u de IFRS. These measu es have limitatio s as a alytical tools a d eade s should ot t eat them as substitutes fo IFRS measu es. I pa ticula , eade s should ot co side such measu eme ts of the G oup’s fi a cial pe fo ma ce o liquidity as a alte ative to p ofit fo the pe iod, ope ati g i come o othe pe fo ma ce measu es de ived i acco da ce with IFRS o as a alte ative to cash flow f om (used i ) ope ati g activities as a measu eme t of the G oup’s liquidity. Othe compa ies with activities simila to o diffe e t f om those of the G oup could calculate o -IFRS measu es diffe e tly f om the calculatio s adopted by the G oup.

Mai o -IFRS measu es used by the G oup a d pote tially i cluded i this docume t a e defi ed as follows:

• Adjusted EBITDA is calculated as Cu e t ope ati g p ofit i cludi g sha e of p ofit of equity-accou ted i vestees, plus amo tizatio a d dep eciatio as well as impai me t of i ta gible assets a d p ope ty, pla t a d equipme t, plus eithe o – ecu i g items o o -ope ati g items.
• Adjusted EBITDA ma gi is the atio of Adjusted EBITDA to total eve ue.
• Adjusted FCF (F ee Cash Flow) is calculated as cash flows f om ope ati g activities, less othe fi a cial i come a d expe ses classified as ope ati g activities i the cash-flow stateme t, a d less et cash elati g to capital expe ditu es.
• Cash Co ve sio Rate is defi ed as Adjusted FCF divided by Adjusted EBITDA.
• Net cash positio is defi ed as Cash mi us i debted ess excludi g lease liabilities.
• Net Rete tio Rate (NRR) calculated as the ecu i g eve ue of a give 12-mo th pe iod ge e ated by custome s havi g co t ibuted to ecu i g eve ue of the p io 12-mo th pe iod, divided by total ecu i g eve ue i the p io 12-mo th pe iod, i co sta t cu e cies. A custome is co side ed as a ew custome du i g the fi st 12 mo ths they ge e ate ecu i g eve ue.
• Chu ate is calculated as the p io 12-mo th pe iod ecu i g eve ue f om custome s which did ot co t ibute to ecu i g eve ue i the give 12-mo th pe iod, divided by the ecu i g eve ue f om all custome s i the p io 12-mo th pe iod.

1 No -IFRS measu e. No -IFRS measu es i cluded i this docume t a e defi ed i the disclaime at the e d of this docume t.

Attachme t

• Pla iswa e – Q3 2026 eve ue – PR