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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Italmobiliare
Italmobiliare (ITM) investor relations material
Italmobiliare Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary11 Nov, 2026
Executive summary
9M industrial portfolio revenue rose 7.9% to €1,284.1m and EBITDA increased 13.5% to €130.9m; NAV was €2,251.6m and standalone net cash €229.5m.
Consolidated 9M revenue reached €591.2m, up 13.6%, while EBITDA increased 75.6% to €113.6m.
Financial highlights
9M industrial portfolio revenue grew 7.9% YoY to €1,284.1m; EBITDA rose 13.5% to €130.9m.
Q3 industrial portfolio revenue increased 5.8% YoY to €477.3m; EBITDA rose 12.8% to €81.0m.
Consolidated 9M revenue was €591.2m, up 13.6%; EBITDA was €113.6m, up 75.6%, mainly reflecting parent-level results, Caffè Borbone, Clessidra and CDS.
Parent-level 9M revenue reached €111.0m, up 73.7%, including €58.5m in capital gains and revaluations, including the €40.0m Tecnica disposal gain.
Outlook and guidance
The expansionary global cycle is expected to continue into 2027, though growth drivers may shift and risks remain elevated; central banks are expected to complete rate hikes in H1 2027, assuming Middle East tensions ease.
Priorities include stronger production and financial planning, diversified sourcing and distribution, effective hedging and pricing, and proactive commercial execution in North America and Asia.
Portfolio rotation is expected to continue, alongside new investment opportunities in sectors adjacent to food and beverage, healthcare services and lifestyle.
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Latest events from Italmobiliare
- €2.25bn NAV, growing portfolio earnings and continued capital rotation.ITM
Corporate presentation - NAV stable at €2.24bn, with strong portfolio growth and €53.3 NAV/share in H1 2026.ITMQ2 2026
- Diversified investment holding with strong growth, governance, and a €1.4bn+ NAV.ITMCompany presentation
- NAV stable at €2.3bn, with 5.4% revenue and 16.5% EBITDA growth YoY.ITMQ1 2026
- NAV up 6% YoY to €2.3bn, with strong revenue growth but lower EBITDA and net profit.ITMQ4 2025
- NAV up 1.4% YTD to €2,197m; revenue rose 12.1% but EBITDA fell 21.2% on margin pressure.ITMQ3 2025
- NAV and revenue grew, but profit margins and net income declined amid cost pressures.ITMQ2 2025
- NAV up 3% to €2.14bn, robust EBITDA growth, major exits, and strong ESG focus.ITMQ3 2024
- NAV per share up 2.5% to €50.4, with robust profit and portfolio growth in H1 2024.ITMH1 2024
Next Italmobiliare earnings date
Q4 20265 Mar, 2027
Italmobiliare
Next Italmobiliare earnings date
Q4 20265 Mar, 2027
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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.