Dassault Systèmes: Targeting Doubled EPS by 2029 with 3D UNIV+RSES Expansion

FOR IMMEDIATE RELEASE
VELIZY-VILLACOUBLAY, France – June 6, 2025

Dassault Systèmes Sets Sights on Doubling EPS by 2029 with 3D UNIV+RSES, Eyes New Growth Frontiers

At its annual Capital Markets Day held today at its headquarters in Vélizy-Villacoublay, France, Dassault Systèmes (Euronext Paris: FR0014003TT8, DSY.PA) unveiled a bold roadmap for future growth, centered on its 3D UNIV+RSES initiative. This move signals a fundamental shift in the company’s value proposition, promising the next generation of virtual-plus-real (V+R) environments and unlocking unprecedented opportunities for clients. By leveraging the power of Gen AI, the company aims to drive significant productivity gains while safeguarding intellectual property. The strategy, outlined for financial analysts and investors, underscores the company’s commitment to creating value across key sectors including industrial innovation, mainstream markets, and life sciences.

The integration of these strategic drivers forms a cohesive plan for long-term success. Dassault Systèmes reinforced its mid-term financial goals, aiming to double its non-IFRS diluted earnings per share (EPS) by 2029. This aggressive target hinges on the broad adoption of 3D UNIV+RSES, promising to deliver its full potential across a growing portfolio of clients.

The Capital Markets Day presentation, which began at 1:45 PM Paris time, underscores the company’s transparency through a live webcast and recording, accessible on the company’s investor website: https://investor.3ds.com/. An on-demand replay will be available beginning June 9, 2025. This ensures investors and stakeholders have comprehensive access to the company’s vision and financial outlook.

Pascal Daloz, Chief Executive Officer of Dassault Systèmes, shared his perspective:

“Today’s Capital Markets Day marks the most strategic evolution in Dassault Systèmes’ history. With AI for industry as our compass and the next-generation 3D UNIV+RSES defining the future growth cycle for our company, we are positioned for major gains.”

“We are embracing a new era: the Generative Economy, where value creation thrives at the intersection of the Virtual and the Real – the V+R. It is within this hybrid space that we are building tomorrow, and our mission is to empower our customers to imagine, create, and operate in this dynamic world.”

“From life-saving therapies to next-generation mobility and sustainable infrastructure, 3D UNIV+RSES aren’t just transforming the function of industry – it’s redefining possibilities. We are delivering the virtual twin of everything for everyone, infused with trusted AI, in order to reinvent products, enterprises, and business models through the convergence of the Virtual and the Real. Our 3DEXPERIENCE platform now becomes the engine of the Generative Economy, enabling the creation, management, and amplification of knowledge, know-how, and intellectual property – the new currency of progress.”

“With 3D UNIV+RSES, we’re not simply envisioning the future of industry – we are building it, unlocking new performances, opportunities, and magic experiences. A future where AI is not artificial, but augmented, scientific, trustable, and deeply human.”

Rouven Bergmann, Chief Financial Officer of Dassault Systèmes, commented on the financial strategy:

[diluted EPS (‘EPS’) on a non-IFRS basis]

“We are steadfast in our commitment to building a company for the long run – one that is devoted to delivering sustainable, high-quality growth driven by an expanding client base. We are united in our ambition to double our earnings per share, and to sustain this momentum in the years to come.”

“The 3DEXPERIENCE platform stands as a strategic asset, particularly in the age of AI. It accelerates knowledge creation, fosters collaboration, and unleashes the full potential of human talent. Through 3D UNIV+RSES, we have unlocked a new phase of cloud adoption and customer engagement.”

“Our sustained financial goal is to double our EPS by 2029, and this shift reflects three core factors: a gradual acceleration in top-line growth, the scale-up of 3D UNIV+RSES, and continued strategic capital allocation, including targeted M&A.”

“Every strategic move is guided by a fundamental principle: creating enduring, sustainable value for our clients, shareholders, and our people. This, in turn, will directly boost our EPS and cash generation. We are fully focused and well-equipped to capture the complete value of this opportunity.”

Key Investor Relations Events on the Horizon:

Second Quarter 2025 Earnings Release: July 24, 2025
Third Quarter 2025 Earnings Release: October 23, 2025
Fourth Quarter 2025 Earnings Release: February 11, 2026
First Quarter 2026 Earnings Release: April 23, 2026

Forward-Looking Information

The statements in this release that address objectives for the future including but not limited to statements regarding the Group’s non-IFRS financial performance are forward-looking statements. These statements are based on Dassault Systèmes management’s current views and assumptions, and they involve known and unknown risks and uncertainties. Actual results or performances may differ materially from those in such statements due to a range of factors. The Group’s actual results or performance may be materially negatively affected by numerous risks and uncertainties, as described in the “Risk Factors” section 1.9 of the 2024 Universal Registration Document (‘Document d’enregistrement universel’) filed with the AMF (French Financial Markets Authority) on March 18, 2025 and available on the Group’s website www.3ds.com.

Please refer to the “Uncertain Global Environment” risk factor in section 1.9.1.1 of the 2024 Universal Registration Document.

“Despite the uncertainties impacting economic, business, social, health and geopolitical conditions at the global level, Dassault Systèmes’ revenue, net earnings and cash flows may grow more slowly, whether on an annual or quarterly basis, mainly due to the following factors:

customer software technology investments often represent a large portion of a customer’s capital. These decisions are affected by the economic climate. Uncertainty and/or lack of financial resources may cause customers to reduce, postpone, or cancel their investments, which impacts revenue from larger customers and their subcontractors.
the political, economic, and monetary situation in the geographic regions where Dassault Systèmes operates could become more volatile and negatively impact Dassault Systèmes’ business, in particular its revenue, for example due to stricter export compliance rules or the introduction of new customs barriers or controls on the exchange of goods and services;
continued pressure or volatility on raw materials and energy prices could also slow down Dassault Systèmes’ diversification efforts in new industries;
uncertainties regarding the extent and duration of costs inflation could adversely affect the financial position of Dassault Systèmes; and
the sales cycle of the Dassault Systèmes’ products – already relatively long due to the strategic nature of such investments for customers – could further lengthen.

The occurrence of crises – health and political crises in particular – could have consequences both for the health and safety of Dassault Systèmes’ employees and for the Company. It could also adversely impact the financial situation or financing and supply capabilities of Dassault Systèmes’ existing and potential customers, commercial and technology partners, some of whom may be forced to temporarily close sites or to cease operations. A deteriorating economic environment could generate increased price pressure and affect the collection of receivables, which would negatively affect Dassault Systèmes’ revenue, financial performance and market position.

Dassault Systèmes is doing what it can to navigate through this uncertain outlook. The company, however, may not develop results as anticipated. Due to a variety of factors affecting sales of Dassault Systèmes’ products and services, there may be a considerable time lag between an improvement in global economic and business conditions and an upswing in the Company’s business results.

Non-IFRS Financial Information

Readers of this release should be aware that the supplemental non-IFRS financial information contained herein is subject to certain limitations. It is not based on any comprehensive set of accounting rules and should not be considered in isolation from, or a substitute for, IFRS measures. Moreover, the non-IFRS financial information should be read in conjunction with the Company’s consolidated financial statements prepared in accordance with IFRS. Additionally, the Group’s supplemental non-IFRS financial information may not equate to similarly titled “non-IFRS” measures used by other companies. Specific limitations for individual non-IFRS measures are set forth in the Company’s 2024 Universal Registration Document filed with the AMF on March 18, 2025.

FOR ADDITIONAL INFORMATION

To learn more about the 3DEXPERIENCE platform, 3D design software, 3D Digital Mockup, and Product Lifecycle Management (PLM) solutions, visit: http://www.3ds.com

ABOUT DASSAULT SYSTÈMES
Dassault Systèmes is a catalyst for human progress. Since 1981, the company has pioneered virtual worlds to improve real life for consumers, patients and citizens.
With Dassault Systèmes’ 3DEXPERIENCE platform, 370,000 customers of all sizes, in all industries, collaborate, imagine, and create sustainable innovations that drive meaningful impact.
For further details, visit www.3ds.com