Poste Italiane shares gain after record H1 results, raised 2025 profit outlook

Published 22/07/2025, 11:28
© Reuters.

Investing.com -- Poste Italiane (BIT:PST) shares rose by 4% on Tuesday after the company reported record revenue and profit for the first half of 2025 and raised its full-year earnings guidance.

Revenue rose 4.8% year-over-year to €6.46 billion in the first half, with all business segments contributing. 

Adjusted EBIT increased 11.5% to €1.66 billion, and net profit climbed 14% to €1.17 billion. In the second quarter, revenue grew 4.5% to €3.26 billion, adjusted EBIT rose 10.4% to €864 million, and net profit increased 9.1% to €572 million.

Financial Services led segment growth with revenue up 5.7% to €2.84 billion, driven by a record quarterly net interest income of €671 million. 

Adjusted EBIT rose 26.9% to €528 million, while net profit increased 28.6% to €396 million. 

Postal savings distribution fees rose 5.6% to €892 million, and consumer loan distribution revenue gained 15.4% to €140 million.

Insurance Services revenue increased 9.5% to €906 million, with Life Investments & Pension up 9.6% and Protection up 9.3%. 

Gross written premiums totaled €11.7 billion, a 24.2% rise. Adjusted EBIT grew 8.5% to €789 million and net profit reached €573 million, up 11.9%.

Postepay Services revenue advanced 5.4% to €802 million. Payments accounted for €580 million, up 2.9%, while energy revenue jumped 68.2% to €57 million with nearly 900,000 clients. 

Adjusted EBIT rose 10.9% to €276 million, and net profit increased 9.5% to €209 million.

Mail, Parcel and Distribution posted €1.91 billion in revenue, up 1.1%, with parcel volumes rising 11.3% to 159 million items. Parcel and logistics revenue climbed 7.9% to €801 million, while mail revenue fell 4.4% to €1.04 billion. Adjusted EBIT fell 30.6% to €67 million, and the segment recorded a net loss of €8 million.

The company raised its full-year adjusted EBIT forecast to €3.2 billion from €3.1 billion and net profit guidance to €2.2 billion from €2.1 billion. The dividend policy remains unchanged.

Total (EPA:TTEF) Financial Assets stood at €600 billion as of June 30, up €9 billion from December 2024. BancoPosta’s CET1 ratio was 19.5%, and Poste Vita Group’s Solvency II ratio was 315%.

Strategic initiatives included converting 3,905 post offices into digital service hubs, expanding the low-emission fleet to 29,000 vehicles, and installing 690 photovoltaic systems.

The company acquired a 24.81% stake in Telecom Italia (BIT:TLIT) and sold its 3.78% holding in Nexi (BIT:NEXII) for €267.2 million.

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