Poste Italiane SpA

Poste Italiane SpA

24.15
EUR
-0.23
(-0.96%)
1.87EPS
15.46P/E
37.08BMarket Cap
Nov 11Next Earn
2013 Y
2014 Y
2015 Y
2016 Y
2017 Y
2018 Y
2019 Y
2020 Y
2021 Y
2022 Y
2023 Y
2024 Y
2025 Y
TTM
Revenue per Share
17.47
18.85
20.68
25.29
25.56
22.6
25.1
22.93
24.34
14.06
15.89
17.4
17.96
21.22
Basic EPS, GAAP
0.77
0.16
0.42
0.48
0.53
1.07
1.03
0.93
1.21
1.21
1.48
1.54
1.71
1.85
Free Cash Flow per Basic Share
-0.97
-0.39
1.59
1.38
-0.9
1.58
0.3
0.95
2.64
-0.48
0.44
1.5
1.18
1.49
Dividend per Share
0.19
0.38
0.19
0.34
0.39
0.42
0.6
0.47
0.51
0.62
0.68
0.9
1.16
0.41
Book Value per Share
5.45
6.45
7.39
6.23
5.78
6.21
7.46
8.84
9.3
6.03
7.97
8.95
10.69
10.54
Tangible Book Value per Share
5.01
6.04
6.98
5.83
5.39
5.79
6.96
8.26
8.63
4.63
6.38
7.29
9
8.89
Basic Weighted Avg Shares
1,306
1,306
1,306
1,306
1,305
1,306
1,300
1,302
1,300
1,300
1,296
1,295
1,295
1,294
Sales/Revenue/Turnover
22,822
24,622
27,007
33,034
33,357
29,524
32,638
29,862
31,639
18,280
20,590
22,535
23,257
27,454
Operating Margin (%)
-7.94
-12.07
-10.01
3.18
3.47
5.63
6
5.66
6.51
15.01
14.59
14.92
15.59
14.29
Depreciation Expense
589
671
569
581
545
537
774
700
803
830
877
924
986
1,041
Net Income, GAAP
1,005
212
552
622
689
1,399
1,342
1,207
1,578
1,578
1,922
1,994
2,214
2,399
Effective Tax Rate (%)
34.26
69.58
40.84
41.1
35.43
6.11
28.31
23.48
27.12
34.94
29.12
24.63
30.93
30.05
Profit Margin (%)
4.4
0.86
2.04
1.88
2.07
4.74
4.11
4.04
4.99
8.63
9.33
8.85
9.52
8.74
Working Capital
-27,982
-22,034
-23,696
-30,919
-38,110
-34,242
-35,806
-42,790
-46,014
-47,403
-44,466
-41,240
-48,856
-47,632
LT Debt
5,428
4,003
6,003
6,097
3,398
5,654
8,424
10,219
9,697
10,042
8,981
7,148
5,897
- -
Total Equity
7,116
8,418
9,658
8,134
7,550
8,105
9,698
11,507
12,110
7,878
10,439
11,710
13,997
13,805
Return on Invested Capital (%)
6.34
1.23
2.74
3.54
4.8
8.73
6.21
4.41
4.58
6.09
8.21
8.45
9.18
12.47
Return on Capital (%)
7.15
1.34
3.12
3.81
4.83
8.98
6.82
4.73
5.46
6.36
8.97
9.33
9.79
13.4
Return on Common Equity (%)
15.74
2.73
6.11
6.99
8.79
17.87
15.08
11.39
13.37
15.83
21.17
18.21
17.42
18.22

Capital Structure

EUR

•

in mil. unless spec.
Dec'25
Mar'26
Jun'26
ST Debt
4,632
- -
- -
LT Borrowings
4,906
- -
- -
LT Finance Leases
991
- -
- -
Preferred Equity and Hybrid Capital
- -
- -
- -
Shares Outstanding
1,294
1,294
1,293
Market Capitalization
27,739
25,963
37,075

Working Capital

EUR

•

in mil. unless spec.
Dec'25
Mar'26
Jun'26
Total Current Assets
48,820
46,682
48,702
Cash, Cash Equivalents & STI
40,099
41,399
43,055
Accounts Receivable, Net
2,219
1,976
2,299
Inventories
176
177
177
Total Current Liabilities
97,676
95,669
96,334
Payables & Accruals
- -
- -
- -
ST Debt
4,632
- -
- -
Deferred Revenue
- -
- -
- -

Growth Rates

EUR

•

in mil. unless spec.

(avg. rate of change)

10 years
5 years
1 year
Total Equity
5.72%
6.9%
19.53%
Free Cash Flow
-22.63%
17.63%
-21.23%
Net Income, GAAP
- -
- -
11.03%
Sales/Revenue/Turnover
0.29%
-2.2%
3.2%
Total Cash Common Dividend
22.04%
20.02%
28.93%

Quarterly Revenue

EUR

•

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
5,255
4,772
3,566
11,759
22,535
2025
4,301
5,451
3,743
11,938
23,257
2026
4,289
7,484
- -
- -
- -

Quarterly Earnings Per Share

EUR

•

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
0.38
0.4
0.44
0.32
1.54
2025
0.46
0.44
0.46
0.35
1.71
2026
0.63
0.41
- -
- -
- -

Quarterly Dividends Per Share

EUR

•

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
- -
- -
- -
0.33
0.9
2025
- -
- -
- -
0.41
1.16
2026
- -
- -
- -
- -
- -

Company Description

CEO
Matteo del Fante
Full Time Employees
112,490
Sector
Transportation
Industry
Air freight/Couriers
Address
Viale Europa, 190 Rome RM Italy 00144
IPO Date
Oct 27, 2015
Website
poste.it
Business
Poste Italiane S.p.A. (PST.MI) operates as Italy's primary postal service provider and largest integrated omnichannel platform, delivering mail, parcels, logistics, financial, insurance, payment, telecommunications, and energy services through a nationwide network of approximately 12,755 post offices serving 46 million customers. The company offers core products and services including mail and parcel delivery via its multi-channel platform with Joint Delivery model and hybrid mail management; logistics and distribution solutions; PostePay electronic money and payment cards alongside mobile and fixed-line telephony; BancoPosta financial products such as current accounts, postal savings, mutual funds, and loans; insurance coverage in life and property & casualty segments; and energy market offerings for electricity and gas. Founded in 1862 and headquartered at Viale Europa 190 in Rome, Italy, Poste Italiane employs around 121,000 people and maintains a dominant position across its segments in the domestic market with total financial assets exceeding €590 billion as of December 2024. Recent developments include a €450 million financing agreement with the European Investment Bank in July 2024 to enhance digitalization, automate logistics through new sorting centers, and improve energy efficiency; acquisition of a 20% stake in N&TS Group in April 2024 to bolster digital payments expertise; increased stake in Telecom Italia S.p.A. through a 15% share purchase from Vivendi in March 2025 plus a memorandum of understanding for MVNO services starting January 2026; formation of a joint venture with Team Enterprise in 2025 for cloud IT services leveraging generative AI; mergers incorporating MLK Deliveries S.p.A. and establishment of Poste Logistics S.p.A. and MLK Fresh S.r.l. in 2024-2025; and a €750 million bond issuance in 2025 amid record revenues reported in Q3 2025 financials.

Company News

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  • Poste Italiane S.p.A. (PITAF) Q2 2026 Earnings Call Transcript

  • Telecom Italia's Board Backs Poste Italiane's Nearly $15 Billion Bid

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  • Italy's privacy watchdog fines Poste Italiane more than 12.5 million euros

  • Poste Italiane Unveils $12.50 Billion Offer for Telecom Italia

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  • Poste Italiane considers broadband unit sale among options to keep grip on TIM, sources say

  • Poste Italiane sees no major impact from EU plan for fee on low-value parcels

  • Poste Italiane S.p.A. (PITAF) Q3 2025 Earnings Call Transcript

  • Poste Italiane considers digital identity fee, analysts see potential 100 mln euro profit boost

  • Poste Italiane S.p.A (PITAF) Q2 2025 Earnings Call Transcript

  • Poste Italiane: Fair Value Or Hidden Gem After Delivering Large Returns

  • Poste Italiane S.p.A (PITAF) Q1 2025 Earnings Call Transcript

  • Poste Italiane S.p.A (PITAF) Q3 2024 Earnings Call Transcript

  • Poste Italiane: An Opportunity For Dividends And Safety

  • Poste Italiane net profit exceeds €1 bln in first half of 2024; CEO: successful business model

  • C.H. Robinson Announces Agreement to Sell its European Surface Transportation Business to sennder Technologies GmbH

  • Poste Italiane S.p.A. (PITAF) Q1 2024 Earnings Call Transcript

  • Poste Italiane: An Attractive Stock For Income-Oriented Investors