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Italmobiliare
Italmobiliare (ITM) investor relations material
Italmobiliare Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary5 Mar, 2026
Executive summary
NAV reached €2,305m as of December 2025, up 6% YoY, driven by fair value increases in portfolio companies and other investments, offset by private equity and holding costs.
Aggregate portfolio company revenue rose 9.7% YoY to €1,750m, but aggregate EBITDA declined due to margin pressures and higher input costs, especially in Caffè Borbone.
Major strategic moves included the sale of Mediobanca stake, additional investment in Bene Assicurazioni (raising stake to 25%), and a €6m share buyback.
Net financial position remains positive at €231m after dividend payments and investments.
Sustainability and risk management remain central to strategy, with progress in ESG ratings and diversity targets.
Financial highlights
NAV per share at €54.8, with a market cap of approx. €1.15bn and a proposed ordinary dividend of €1.1 per share (4.0% yield).
Total NAV value creation since 2018: €1,169m (IRR 7.9%, MoM 1.75x), with €403m in dividends and €6m in buybacks distributed.
Consolidated revenue and income increased 10.3% YoY to €773.4m; group EBITDA margin at 18.3%.
Net profit attributable to owners was €55.7m, down 40.5% from 2024.
Liquidity and financial assets at €227m, down €43m YoY due to dividends, buybacks, and new investments.
Outlook and guidance
Focus remains on organic and M&A-driven growth, operational improvement, and ESG integration, with continued capital rotation and disciplined investment in resilient sectors.
Management expects continued resilience and growth, focusing on international expansion of key brands and further risk mitigation.
Margin recovery anticipated for Caffè Borbone as coffee prices normalize.
Ongoing investments in healthcare, energy, and insurance sectors to drive future growth.
M&A market expected to remain active, leveraging strong cash position.
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Next Italmobiliare earnings date
Q1 202613 May, 2026
Italmobiliare
Next Italmobiliare earnings date
Q1 202613 May, 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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