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Investor Relations14 Oct 2025
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Italmobiliare (ITM) investor relations material
Italmobiliare Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary30 Jul, 2025
Executive summary
NAV reached €2.2bn as of June 2025, up 1.0% YTD, driven by fair value gains, portfolio company growth, and dividend distribution.
All major portfolio companies reported YoY revenue growth in H1 2025, but aggregate EBITDA/profit declined due to margin pressure, especially at Caffè Borbone and Italgen.
Major holdings include Caffè Borbone, Santa Maria Novella, Tecnica Group, CDS, Italgen, ISEO, Bene Assicurazioni, Capitelli, SIDI Sport, and Clessidra, with diversified sector exposure.
ESG integration advanced, with 100% of portfolio companies adopting ESG supplier prequalification and SBTi-validated climate targets; top ratings from CDP Worldwide.
Recent strategic actions: acquisition of Microtec, increased stake in Bene Assicurazioni, launch of €10m share buyback, and Clessidra's "Green Harvest" fund.
Financial highlights
NAV per share at €52.0 as of June 2025; market cap €1.21bn; NAV up €22m YTD.
Consolidated revenue rose 7.6% YoY to €363.4m; aggregate industrial revenue up 12.3% to €739.3m.
EBITDA/gross operating profit fell 45.2% to €41.8m, mainly due to higher input costs.
Net loss for H1 2025 was €6.1m, compared to €57.9m profit in H1 2024.
Net financial position at group level negative €262.8m, down from negative €133.4m at year-end.
Outlook and guidance
Revenue growth expected to continue in H2 2025, with margin recovery as raw material costs decline.
Persistent macroeconomic and geopolitical uncertainties may impact demand and margins, but portfolio positioned for resilience and growth.
Strategic focus on operational improvement, asset rotation, ESG-driven value creation, and international expansion.
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Next Italmobiliare earnings date
Q3 202511 Nov, 2025
Next Italmobiliare earnings date
Q3 202511 Nov, 2025
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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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