TXT e-solutions (TXT) Corporate presentation summary

Business profile

• Founded in 1989 and listed on the Milan Stock Exchange STAR segment since 2000; FY25 revenue was €394m, with 20+ worldwide locations.

• More than 3,000 experts support international expansion across aerospace, aviation, defence, industrial, telco, government, fintech and martech; international business exceeds 15%.

• Focus on large enterprise clients and mission-critical transformation, applying technology to core business processes and revenues rather than back-office IT.

Portfolio and growth model

• End-to-end offer spans digital advisory, proprietary smart solutions and system engineering for complex hardware and software projects.

• FY25 offering mix: digital advisory 17% of business with ~14% EBITDA margin; smart solutions 23% with ~23% margin; system engineering 60% with ~13% margin.

• M&A model targets niche proprietary products and domain expertise, integrates capabilities into market clusters, then drives cross-selling and upselling to enterprise clients.

• Growth focus spans public sector, aerospace and defence, telco, industrial, fintech and martech; H1 2026 growth was strong across several verticals.

Industrial plan and outlook

• 2025–2027 plan targets €607m revenue in 2027, including M&A, versus a €475m LFL target; the plan aims to sustain a 15% EBITDA margin.

• FY26 updated outlook: consolidated revenue above €470m and EBITDA above €70m, with EBITDA margin above 15%.

• Plan priorities include organic growth and active M&A to expand proprietary products and accelerate cross-selling and upselling.