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Reply S.p.A.

Reply S.p.A.

REY.MI
Reply S.p.A.IT flagItalian Stock Exchange
93.75
EUR
-3.05
- -
3.49BMarket Cap
Reply S.p.A.
REY.MI
(Italian Stock Exchange)

Recent

price

93.75

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
10.59
0.2
0.32
0.39
0.45
0.42
0.52
23.64
0.4
32.23
33.94
40.19
51.29
56.82
61.59
65.72
66.54
Revenue per Share
0.56
0.67
0.75
0.95
1.28
1.52
1.81
2.08
2.67
3.04
3.3
4.03
5.13
5.01
5.66
6.73
7.08
Basic EPS, GAAP
0.54
-0.09
0.67
0.94
1.07
0.8
1.61
1.56
2.4
4.98
5.69
4.56
3.83
5.92
7.95
7.51
- -
Free Cash Flow per Basic Share
0.09
0.12
0.14
0.16
0.19
0.24
0.27
0.31
0.37
0.47
0.56
0.58
0.82
1.03
1.05
1.21
- -
Dividend per Share
0.69
0.8
0.89
1.08
1.41
1.65
1.94
2.21
2.8
3.17
3.43
4.16
5.26
5.14
5.79
6.86
- -
Book Value per Share
1.65
1.51
1.84
2.22
3.2
4.09
4.36
5.89
6.13
8.18
8.54
7.69
6.35
10.96
13.79
19.89
- -
Tangible Book Value per Share
36
36
36
36
37
37
37
37
37
37
37
37
37
37
37
37
37
Basic Weighted Avg Shares
384
7
12
14
17
16
20
884
15
1,206
1,270
1,501
1,911
2,118
2,296
2,450
2,480
Sales/Revenue/Turnover
10.82
-5,445.91
-3,781.43
-3,417.25
-3,279.47
-3,922.75
-3,500.8
12.54
-6,024.17
12.88
13
13.93
14.94
13.14
12.83
13.91
13.23
Operating Margin (%)
8
6
7
8
8
9
12
12
14
37
42
48
59
75
85
89
90
Depreciation Expense
20
24
27
34
48
57
68
78
100
114
124
151
191
187
211
251
264
Net Income, GAAP
48.59
45.89
43.78
43.17
38.66
35.42
30.49
28.8
27.46
27.77
23.36
28.54
28.48
30.61
31.75
31.68
- -
Effective Tax Rate (%)
5.3
336.77
234.32
240.79
285.09
362.77
344.98
8.8
666.26
9.44
9.74
10.04
10
8.81
9.2
10.24
10.63
Profit Margin (%)
102
115
131
150
180
224
220
239
236
278
276
276
289
436
535
715
- -
Working Capital
- -
16
13
22
31
34
31
14
24
99
139
125
172
147
134
126
97
LT Debt
139
158
177
213
253
296
338
402
487
587
676
816
972
1,117
1,303
1,490
- -
Total Equity
15.88
-119.09
-106.45
-104.03
-106.62
-107.6
-116.54
17.47
-124.84
16.86
15.13
15.33
17.75
14.49
13.54
14.1
358.38
Return on Invested Capital (%)
74.01
41.84
29.54
35.35
41.48
41.82
48.28
56.11
65.14
53.16
44.36
48.04
50.72
45.27
52.91
60.87
296.19
Return on Capital (%)
87.44
89.26
89.07
96.8
104.08
99.22
100.8
100.39
106.57
101.89
100.01
106.11
108.71
96.38
103.61
106.36
- -
Return on Common Equity (%)

Capital Structure

FRC

•

in mil. unless spec.
Sep'25
Dec'25
Mar'26
ST Debt
- -
48
- -
LT Borrowings
- -
32
- -
LT Finance Leases
92
94
97
Preferred Equity and Hybrid Capital
- -
- -
- -
Shares Outstanding
37
37
37
Market Capitalization
4,518
4,276
3,010

Working Capital

FRC

•

in mil. unless spec.
Sep'25
Dec'25
Mar'26
Total Current Assets
- -
1,653
- -
Cash, Cash Equivalents & STI
524
641
743
Accounts Receivable, Net
- -
792
- -
Inventories
- -
83
- -
Total Current Liabilities
- -
938
- -
Payables & Accruals
- -
- -
- -
ST Debt
- -
48
- -
Deferred Revenue
- -
- -
- -

Growth Rates

FRC

•

in mil. unless spec.

(avg. rate of change)

10 years
5 years
1 year
Total Equity
17.57%
17.15%
14.36%
Free Cash Flow
32.17%
9.46%
-5.5%
Net Income, GAAP
16.35%
15.67%
18.83%
Sales/Revenue/Turnover
1,236.1%
14.3%
6.71%
Total Cash Common Dividend
18.01%
17.46%
14.54%

Quarterly Revenue

FRC

•

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
554
560
554
629
2,296
2025
608
607
599
630
2,450
2026
645
- -
- -
- -
- -

Quarterly Earnings Per Share

FRC

•

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
1.96
1.96
1.87
- -
5.66
2025
2.33
2.48
2.38
- -
6.73
2026
2.68
- -
- -
- -
- -

Quarterly Dividends Per Share

FRC

•

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
- -
- -
- -
- -
1.05
2025
- -
- -
- -
- -
1.21
2026
- -
- -
- -
- -
- -
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Business
Reply S.p.A. is an Italian information technology company specializing in consulting, system integration, and digital services. Its core offerings include the design and implementation of solutions based on new communication channels, digital media, cloud computing, artificial intelligence, IoT, data analytics, and business process outsourcing. Its product portfolio comprises platforms and frameworks such as Axulus Reply (cloud-based Industrial IoT project management), Brick Reply (digital transformation platform for industrial operations), China Beats Reply (market intelligence and social listening platform for the Chinese market), Discovery Reply (digital content lifecycle management), Lea Reply (supply chain efficiency platform), KICODE Reply (generative AI software development framework), MLFRAME Reply (AI framework for managing heterogeneous knowledge bases), Pulse Reply (data-driven marketing intelligence dashboard), Sonar Reply (trend research platform), TamTamy Reply (enterprise social network), Ticuro Reply (digital healthcare continuity platform), and X-RAIS Reply (AI radiological diagnosis tool). The company serves sectors including telecommunications, media, industry, services, banking, insurance, automotive, manufacturing, energy, logistics, retail, and consumer goods. Reply operates primarily in Europe, especially Italy, with expanding presence in the UK, Germany, France, Benelux, the US, and China. Founded in 1995, it is headquartered in Turin, Italy. In recent major developments, Reply has expanded its geographic footprint and service capabilities through strategic acquisitions, including the 2024 purchase of UK-based Solirius, a digital transformation consultancy focused on the government sector. This acquisition strengthens Reply’s presence in the UK government market and enhances its digital transformation expertise. Reply continues to invest heavily in AI technologies, evidenced by the recent 2025 launch of a new set of Prebuilt AI Apps designed to accelerate enterprise adoption of generative AI, supporting marketing, HR, and other business functions. Financially, Reply reported continued growth in 2024 and early 2025, driven by rising demand for solutions in generative AI, cloud computing, data analysis, and cybersecurity. The company follows a disciplined M&A strategy to complement organic growth with acquisitions that enhance its core digital and AI capabilities and broaden its sectoral reach. Reply is listed on the Borsa Italiana (STAR segment, ticker REY.MI) and stands as a decentralized network of highly specialized companies, collectively offering comprehensive digital transformation and technology consulting services to major European and international industrial groups. Its business model and product innovation focus strongly on enabling client enterprises to harness AI, cloud infrastructure, IoT, and advanced digital media technologies to redefine business processes and customer engagement. Reply maintains a strong emphasis on sustaining growth through innovation, acquisitions, and deep sectoral expertise across telecom, finance, manufacturing, and public administration sectors.