)
Edge17 Oct 2025
A Castle in the Sky: The Story of Oracle
Oracle's journey from database innovator to disciplined enterprise backbone, now shaping the AI buildout with a standardized cloud infrastructure.
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.
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Italmobiliare earnings date
Q3 202511 Nov, 2025
Next Italmobiliare earnings date
Q3 202511 Nov, 2025
The essential earnings season companion
The #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
Related articles
)
Company Research17 Oct 2025
Beneath the Surface: A Conversation with Epiroc CEO Helena Hedblom
Legacy, innovation, and leading one of Sweden's most influential industrial companies into a new era.
)
Investor Relations14 Oct 2025
Boost Your Earnings Season Strategy With Real‑Time Alerts
Quartr Pro provides real time alerts, trend analysis and live coverage, giving analysts and investors instant insights to act faster in earnings.
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.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage