Poste Italiane S.p.A.

Poste Italiane S.p.A.

PITAF
Poste Italiane S.p.A.US flagOther OTC
23.45
USD
- -
- -
30.33BMarket Cap
Poste Italiane S.p.A.
PITAF
(Other OTC)

Recent

price

23.45

P/E

ratio

- -

div

yld

- -

ROIC.AI

2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
TTM
FRC
16.55
15.04
15.67
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
19.65
Revenue per Share
0.78
0.65
0.79
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
1.88
Basic EPS, GAAP
-0.64
0.42
0.99
-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
1.74
Free Cash Flow per Basic Share
0.38
0.27
0.27
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
Dividend per Share
3.4
3.02
3.36
3.95
4.03
4.3
4.41
4.55
5.03
5.45
5.86
6.57
6.47
7.2
7.85
8.22
8.85
Book Value per Share
2.96
1.75
3.93
5.01
6.04
6.98
5.83
5.39
5.79
6.96
8.26
8.64
4.66
6.46
7.39
9.11
8.9
Tangible Book Value per Share
1,306
1,306
1,306
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
Basic Weighted Avg Shares
21,621
19,646
20,463
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
25,421
Sales/Revenue/Turnover
8.13
-1.45
-9.87
-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
15.19
Operating Margin (%)
547
544
607
589
671
569
581
545
537
774
700
803
830
877
924
986
1,005
Depreciation Expense
1,018
846
1,032
1,005
212
552
622
689
1,399
1,342
1,207
1,578
1,578
1,922
1,994
2,214
2,432
Net Income, GAAP
46.07
48.83
27.43
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
29.8
Effective Tax Rate (%)
4.71
4.31
5.05
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
9.57
Profit Margin (%)
-21,853
-23,442
-22,903
-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
-48,987
Working Capital
1,386
1,282
5,203
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
- -
LT Debt
4,383
2,848
5,651
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
13,666
Total Equity
3.46
-1.96
-13.6
-8.2
-5.28
-8.43
3.58
4.95
9.68
6.86
4.89
5.11
6.98
9.41
11.16
10.52
20.64
Return on Invested Capital (%)
3.91
10.99
10.04
8.05
1.58
3.86
4.69
5.57
9.96
7.6
5.4
6.25
6.76
9.06
9.88
10.89
22.14
Return on Capital (%)
24.37
20.18
24.79
21.04
4.07
10.16
10.94
11.78
22.36
19.64
16.39
19.51
18.62
21.67
20.46
21.28
22.33
Return on Common Equity (%)

Capital Structure

FRC

in mil. unless spec.
Sep'25
Dec'25
Mar'26
ST Debt
- -
4,632
- -
LT Borrowings
- -
4,906
- -
LT Finance Leases
- -
991
- -
Preferred Equity and Hybrid Capital
- -
- -
- -
Shares Outstanding
1,294
1,294
1,294
Market Capitalization
23,907
26,416
27,833

Working Capital

FRC

in mil. unless spec.
Sep'25
Dec'25
Mar'26
Total Current Assets
48,067
48,820
46,682
Cash, Cash Equivalents & STI
41,644
40,099
41,399
Accounts Receivable, Net
2,169
2,219
1,976
Inventories
182
176
177
Total Current Liabilities
96,177
97,676
95,669
Payables & Accruals
- -
- -
- -
ST Debt
- -
4,632
- -
Deferred Revenue
- -
- -
- -

Growth Rates

FRC

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

FRC

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
- -
- -
- -
- -

Quarterly Earnings Per Share

FRC

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
0.38
- -
0.44
- -
1.54
2025
0.46
0.44
0.46
- -
1.71
2026
0.63
- -
- -
- -
- -

Quarterly Dividends Per Share

FRC

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
- -
- -
- -
- -
0.9
2025
- -
- -
- -
- -
1.16
2026
- -
- -
- -
- -
- -
Business
Poste Italiane S.p.A. Poste Italiane S.p.A. operates as Italy's largest integrated postal and logistics provider, offering a comprehensive range of mail, parcels, financial, insurance, payment, telecommunications, and energy services through an extensive network of approximately 12,755 post offices nationwide. Founded in 1862 and headquartered in Rome, the company serves over 46 million customers, including individuals, small and medium-sized enterprises, and public administration entities, with operations primarily concentrated in Italy but extending to international parcel delivery and select cross-border services. Its core offerings encompass mail services such as ordinary, registered, certified, direct marketing, and philatelic products; parcel and logistics solutions including domestic and international express courier, reverse logistics, last-mile delivery, micro-fulfillment, and pick-up/drop-off points via subsidiaries like Locker Italia SpA; financial services through BancoPosta featuring postal savings in partnership with Cassa Depositi e Prestiti, current accounts, loans, mortgages, salary-backed financing, investment funds, and SME-focused products; insurance products via Poste Vita including life savings, retirement plans, unit-linked policies, pensions, health, accident, protection, and insurance-based investment products; payment and digital services under Postepay with prepaid cards like Postepay Evolution (over 16 million issued, including eco-friendly variants), digital wallets, POS networks via LIS, bill payments, and e-commerce transaction processing; mobile telephony through PosteMobile with prepaid SIMs and bundled Postemobile Connect plans; and energy solutions via Poste Energia providing green gas and electricity contracts to over 700,000 customers. Recent developments include the 2024-2028 strategic plan “The Connecting Platform” emphasizing omnichannel digital transformation, launch of a SuperApp with AI personalization, Polis Project to convert 7,000 small-town post offices into digital hubs by 2026, logistic network upgrades with new warehouses doubling capacity to 400,000 square meters, and a joint venture Patrimonio Italia Logistica SICAF SpA established in February 2025 for real estate and infrastructure efficiency; key acquisitions and partnerships such as 20% stake in N&TS Group in April 2024 for payment software enhancement, increased ownership in Telecom Italia S.p.A. to 24.8% via a 15% purchase from Vivendi in early 2025 to foster telecom synergies including MVNO access from 2026 and joint energy sales in 750 TIM outlets under Team Energia, acquisition of Net Insurance Group in February 2025 to bolster protection insurance distribution, partnership with Scalapay for shopping experiences, and a renewed three-year postal savings agreement with Cassa Depositi e Prestiti in August 2024; additionally, entry into contract logistics, fleet renewal with over 28,400 low-emission vehicles, and sustainability initiatives targeting carbon neutrality by 2030 with a Green Index for parcel emissions and 100% SFDR-compliant insurance investments by end-2024, driving record 2024 revenues of €12.6 billion, operating profit of €2.96 billion, and net profit of €2 billion.

Company News

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

  • Poste Italiane S.p.A. (PITAF) Q1 2026 Earnings Call Transcript

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

  • Poste Italiane Unveils $12.50 Billion Offer for Telecom Italia

  • Poste Italiane S.p.A. (PITAF) Analyst/Investor Day Transcript

  • 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

  • Poste Italiane CEO rules out M&A, says Q1 trends above forecast

  • Poste ltaliane S.p.A. (PITAF) Q4 2023 Earnings Call Transcript