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SeSa Q1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2026 earnings summary11 Sep, 2025
Executive summary
Q1 FY2026 consolidated revenues reached €845.7M, up 8% year-over-year, with EBITDA at €60.7M (+7.2% Y/Y) and adjusted net profit of €29.8M (+6.4% Y/Y), confirming guidance of the new industrial plan.
Growth was mainly driven by Digital Green VAS (+24.7% Y/Y) and Business Services (+3% Y/Y), while ICT VAS declined 2.7% Y/Y but showed signs of recovery.
Net financial charges improved to €6.8M, down 11.6% Y/Y and 36% sequentially, reflecting lower interest rates and cost optimization.
Strategic shift to focus on organic growth, group simplification, and increased investment in AI and automation, with reduced M&A activity.
Commitment to sustainability, ESG integration, and long-term value creation for stakeholders reaffirmed.
Financial highlights
Q1 consolidated revenues: €845.7M (+8% Y/Y); EBITDA: €60.7M (+7.2% Y/Y); adjusted net profit: €29.8M (+6.4% Y/Y); group adjusted net profit: €27.9M (+4.5% Y/Y).
Net financial position improved to net debt of €64.9M as of July 2025, down from €74.7M at April 30, 2025.
CapEx and M&A in Q1 FY2026 totaled approximately €11.5M.
Shareholders’ equity increased to €521.5M (+4.1% from April 2025).
Dividend of €1 per share and a share buyback program were approved, raising the payout ratio to 40%.
Outlook and guidance
FY2026 guidance: 5–7.5% revenue growth, 5–10% EBITDA increase, and about 10% improvement in net consolidated profit.
Growth to be driven by organic expansion in Digital Green VAS and Business Services, with ICT VAS expected to return to growth from Q2 2026.
Full-year CapEx expected at €50M, with M&A investments around €30M, focusing on selective, value-driven deals.
Detail ICT VAS Q2 growth drivers.
SSI Ebitda margin stabilization plan?
Drivers of reduced net financial charges?
What is the strategic focus of M&A and CapEx?
What drives S&SI's softer demand and recovery?
How are financial expenses being significantly reduced?
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Frequently asked questions
SeSa S.p.A. provides information technology solutions, including software, hardware, cloud services, and system integration. The company serves enterprise customers, with a focus on digital transformation and managed services. It partners with leading technology vendors and supports clients across various sectors. The company is headquartered in Empoli, Italy, and its shares are listed on the BIT.
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