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Italmobiliare (ITM) investor relations material
Italmobiliare Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary11 Nov, 2025
Executive summary
NAV reached €2,197m as of September 2025, up 1.4% from December 2024, driven by fair value increases in portfolio companies and other investments, offset by declines in private equity and holding costs.
Aggregate revenue for the first nine months rose 12.1% year-over-year to €1,190.6 million, but aggregated EBITDA fell 21.2% due to margin pressure, especially in the coffee sector.
Major portfolio companies include Caffè Borbone, Santa Maria Novella, CDS, Tecnica Group, Italgen, ISEO, SIDI Sport, Bene Assicurazioni, and Capitelli.
Significant divestments included the sale of Mediobanca and AGN Energia stakes, with proceeds reinvested and distributed as dividends.
The net financial position of the holding company was positive at €206.8 million, despite significant outflows for dividends, investments, and share buybacks.
Financial highlights
NAV per share at €52.2, up 1.4% from December 2024, with a 42% discount to NAV as of September 2025.
Ordinary dividend of €0.9 per share (2.8% yield) paid in May 2025.
€38m in dividends distributed YTD, €6.1m spent on treasury share buyback, and €14m invested in Bene and CDS.
Portfolio companies represent 67% of NAV, private equity 12%, financial investments and liquidity 9%.
Total liquidity and financial assets at €203m, down €67m YTD.
Outlook and guidance
Focus remains on value creation through organic and M&A growth, international expansion, and ESG integration.
Strategic and financial support for portfolio companies will be intensified, with a focus on sustainability, innovation, and supply chain resilience.
Persistent inflation, geopolitical tensions, and supply chain risks remain key uncertainties.
Continued capital rotation and reinvestment in resilient sectors and high-potential companies.
Ongoing commitment to dividend distribution and shareholder returns.
EBITDA decline drivers & mitigation plans
Mediobanca sale proceeds allocation strategy
How does macro outlook shape portfolio strategy?
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Next Italmobiliare earnings date
Q4 20255 Mar, 2026
Next Italmobiliare earnings date
Q4 20255 Mar, 2026
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Frequently asked questions
Italmobiliare S.p.A. is an Italian investment holding company with a diversified portfolio, focusing on both equity and other investments across the financial and industrial sectors domestically and internationally. Italmobiliare's investments cover a range of industries, including the production and sale of coffee in compatible capsules and pods, cosmetics and fragrances, cooked and smoked cured meats, cycling and motorcycling footwear, as well as the production and distribution of electricity through renewable sources. The company also operates in the healthcare sector with a network of specialist diagnostic, dental, and physiotherapy clinics, and maintains an e-commerce platform for wine sales. The company is headquartered in Milan, Italy, and its shares are listed on the Milan Stock Exchange.
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