Planetel (PLN) Investor presentation summary
Event summary combining transcript, slides, and related documents.
Investor presentation summary
20 Oct, 2026Business profile and scale
Multi-regional fiber connectivity and systems integration across Lombardy, Veneto and Campania; integrated connectivity, IT governance, cloud, data center and cybersecurity services.
H1 2026 value of production €21.7M, up 5% YoY; recurring revenue 90% and 57,600 active clients, up 1% YoY.
Proprietary fiber network reached 3,569 km at June 2026, up 1.5% from year-end 2025; fiber services 320 municipalities.
Markets and strategy
Data center, cybersecurity and fiber markets grew 19%, 12% and 19.6%, respectively, in 2025; strategy combines proprietary assets with recurring, cross-selling services.
Padua Edge Data Center construction was confirmed complete for October 2026, with inauguration planned for November and full operations from 2027; capacity includes a dual optical ring at 2x400 Gb/s.
Immersion cooling targets PUE of 1.03–1.05; the Padua facility targets whole-building PUE below 1.23 and is designed to operate without water consumption.
Orazero completed its acquisition in H1 2026; cybersecurity operations include a proprietary 24/7 SOC staffed by 20 specialists.
Strategic priorities include expanding fiber in Lombardy and Veneto, integrating acquired businesses and pursuing disciplined M&A in telecoms, cloud infrastructure and cybersecurity.
H1 2026 financial performance
Sales revenue €20.43M, up 5% YoY; value of production €21.65M, up 5% YoY.
EBITDA €4.873M, up 8% YoY, with margin at 23% versus 22%; EBIT €1.335M, up 53%, and adjusted EBIT €1.715M, up 30%.
Net income €606K, up 101% YoY; EBT €1.030M, up 66%.
Net financial position was negative €17.974M at June 2026 versus negative €18.031M at December 2025; net invested capital was €39.780M.
Latest events from Planetel
- Net income doubled as EBITDA rose 8%, alongside major fiber and data-center investment.PLN
H1 2026 - Revenue up 8% YoY, stable EBITDA, and strategic investments drive future growth.PLN
H2 2025 - Revenue up 12% to €37.2M, with major investments in fiber, cloud, and data centers.PLN
Investor Presentation - Recurring revenues rose 5% YoY as investments in datacenter, cybersecurity, and fiber accelerated.PLN
Investor Presentation - HY 2024 saw 16% revenue growth, major acquisitions, and new bundled digital-security offers.PLN
Investor Presentation - HY 2024 saw 16% revenue growth, major acquisitions, and expanded fiber and data center assets.PLN
Investor Presentation - Revenue, EBITDA, and net profit rose double digits, with cloud earnings up 59% YoY.PLN
H1 2024 - Strong double-digit growth in 2024, with further expansion and M&A planned for 2025.PLN
H2 2024 - Revenue up 5% YoY, EBITDA at €4.51M, net income €301K, strong fiber and cloud investment.PLN
H1 2025