Intesa upgrades 2025 profit guidance after Q2 beat, shares up

Published 30/07/2025, 12:20
© Reuters.

Investing.com -- Intesa Sanpaolo (BIT:ISP), Italy’s largest bank, upgraded its full-year outlook on Wednesday after posting stronger-than-expected second-quarter results, and said it would allocate surplus profits toward one-off measures in the final quarter of the year.

While the bank didn’t specify what those measures would include, similar initiatives in the past have involved provisions for voluntary staff departures and non-performing loan clean-ups.

Shares in Italy’s biggest bank rose almost 3% following the release. 

Net profit for Q2 reached €2.6 billion, ahead of the €2.4 billion consensus estimate from Visible Alpha. Revenue also beat forecasts, coming in at €7 billion.

For the first half (H1) of the year, net income rose 9.4% to €5.2 billion, driven by higher fee income and trading gains that offset a decline in net interest income. Operating income grew 1.1% to €13.8 billion, while costs declined marginally. Operating margin improved 1.9% to €8.5 billion.

Gross income for H1 stood at €8 billion, up from €7.7 billion a year earlier. Net fee and commission income rose 4.7% to €4.9 billion, while profits on financial assets and liabilities at fair value surged to €552 million from €101 million.

Net interest income dropped 6.8% to €7.4 billion.

The Common Equity Tier 1 ratio rose to 13.5%, after absorbing a roughly 40 basis-point negative impact from Basel 4 and factoring in €3.7 billion in accrued dividends and a €2 billion buyback launched in June, the company said. 

Intesa said the solid first-half performance allowed it to raise its 2025 net income guidance to “well above €9 billion,” even after the planned Q4 charges.

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