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Immsi (IMS) investor relations material
Immsi H1 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H1 2025 earnings summary11 Sep, 2025
Executive summary
Revenue for H1 2025 was €887.9M, down 12.4% year-over-year, mainly due to a decline in the industrial segment; EBITDA fell 12.3% to €145.7M, maintaining a margin of 16.4% on sales, while net profit attributable to the group dropped to €6.4M from €11.5M in H1 2024.
Net financial debt stood at €947.2M, stable versus December 2024 but up €129.4M year-over-year, reflecting increased investments and dividend payments.
Consolidated margins were maintained despite ongoing international trade disputes and geopolitical tensions, attributed to prudent financial management of subsidiaries.
The naval sector achieved over 50% revenue growth, mainly from the defense division, with a robust order book exceeding €1 billion.
The group faced challenging macroeconomic and geopolitical conditions, with international trade disputes and market contractions impacting performance.
Financial highlights
Consolidated revenue: €887.9M (-12.4% YoY); EBITDA: €145.7M (-12.3% YoY, 16.4% margin); EBIT: €67.6M (-28.9% YoY, 7.6% margin); Net profit: €6.4M (-44.4% YoY).
Net financial debt: €947.2M (vs. €947.3M at Dec 2024, €817.8M at June 2024).
Operating cash flow: €103.4M; investments in tangible and intangible assets: €85.8M.
Dividend paid: €0.012/share, total €4.1M.
Net profit including minorities was €18.2M, down from €32.2M; group net profit was €6.4M.
Outlook and guidance
The outlook remains cautious, with future performance tied to stabilization of geopolitical and economic conditions.
The industrial segment will focus on productivity, investments in iconic brands, and sustainability-linked financing.
The naval segment aims to optimize production capacity and expand its order book, with new contracts expected.
Real estate/tourism will continue commercial and rental activities to boost resort occupancy and sales.
What is the value of new naval contracts?
What are Piaggio's sustainability credit KPIs?
How will Immsi capitalize on seabed surveillance?
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H2 202523 Mar, 2026
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Frequently asked questions
Immsi S.p.A. is an Italy-based holding company that oversees a diverse portfolio of around 40 companies across various sectors. It operates primarily through three main business segments: the industrial sector, represented by the Piaggio group, which focuses on the production and distribution of scooters, motorcycles, and light commercial vehicles; the naval sector, through Intermarine S.p.A., which specializes in the production of defense ships including mine countermeasure vessels, fast patrol boats, hydrofoils, and fast ferries; and the real estate sector, including the management of a tourist and holiday resort through Is Molas S.p.A. The company is headquartered in Mantua, Italy, and its shares are listed on the Borsa Italiana.
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