ROMA (ITALPRESS) – Poste Italiane closes the first nine months of 2026 with revenues record pairs to 10,2 billion euros, in increase of 5% regarding the same period of the previous year, and at altitude 3,3 billion in the third trimester (+4% year on year) thanks to the positive trend of all business lines.
It also continues the growth of profitability: the operating result (EBIT) adjusted is at 2,7 billion euros in the nine months (+7%) and 910 million in the third trimester (+6%), while the adjusted net profit rises to 1,8 billion in the nine months (+4%) and to 629 million in the trimester (+4%). There is also a solid net collection in investment products of 4.5 billion, bringing invested financial assets (AFI) to 614 billion, with a Solvency II Ratio to 269%.
The Board of Directors confirmed the revised guidance for the entire exercise 2026 on stand-alone basis, with an adjusted EBIT of 3.4 billion and a adjusted net profit of 2.3 billion. The dividend of 7.5% is also growing, fixed at €0.43 per share; the total amount rises by 32% to €686 million due to the increase of shares in circulation linked to the TIM operation, with payment provided on November 25 ( coupon tax on November 23).
On the front of integration with TIM, the consolidation of the balance sheet was recorded at 30 September 2026 (with a pro-forma financial lever below 1.5 times) and the consolidation of the economic account from 1 October. The operation aims to create a technology leader and a unique connecting platform enhanced by artificial intelligence, with synergies confirmed at least 0.7 billion by 2028-2029. Among the novelties are the first concrete results and the start of the pilot project “Fincantieriontology” for Physical AI in the shipbuilding industry. The integrated group’s industrial plan will be presented in the first quarter of 2027.
DEL FANTE “RISULTATI RECORD, AVANTI CON L’INTEGRAZIONE DI TIM”
“After an extraordinary first half, I am pleased to announce another performance record both in the third quarter and in the first nine months of the year, with the best results ever. All business lines have contributed to a solid increase in revenues of 5%, to € 10.2 billion, while the operating result (EBIT) Adjusted has grown of 7%, attesting to almost € 2.7 billion, supported by the increase in revenues and the continuous activity of rationalization of costs. Adjusted net profit reached €1.8 billion.” Thus Matteo Del Fante, CEO of Poste Italiane, after the Board of Directors approved the financial results of the first nine months of 2026.
“The commercial momentum is solid. The net collection amounted to € 4.5 billion from the beginning of the year, thanks also to the implementation of our new business service model, while the Invested Financial Activities (AFI) reached € 614 billion. Based on these results, we confirm our stand-alone guidance review for the entire 2026 exercise, which provides an operating result (EBIT) Adjusted equal to € 3.4 billion and a net Adjusted profit of € 2.3 billion” continues Del Fante.
“The growth of dividend continues to represent a central element of our strategy. On 25 November we will distribute a deposit on the dividend of € 0,43 per share, up 7.5% compared to last year. In absolute terms, the total amount will be € 686 million, up by 32% year per year, reflecting the increase in the number of shares following the completion of the offer on TIM. We confirm our commitment to pursue, even in the future, a policy of attractive and growth-oriented dividends. In the quarter, the revenues of Correspondence, Packages and Distribution grew by 3%, supported by the increase of market shares in the different customer segments of the parcel sector, the expansion of integrated logistics and the repricing actions in the matching products. The revenues of the Financial Services increased by 2%, reaching € 1.4 billion, thanks to the solid contribution of the revenues of the investment portfolio and a positive commercial dynamic. The Insurance Services have recorded a solid profitability both in the Life and Security Investments sector and in the Protection section, with revenues growing by 13%, about half a billion euros, supported by the resilience of the Contractual Service Margin (CSM) and the increasing contribution of its release in the Vita section, as well as the improvement of the combined ratio in the Protection section. Postepay Services have recorded a solid growth of the top-line in payments and in the offer Energy and a stable performance in the services telco, with total revenues growing of 6% to € 435 million” continues.
“With TIM now an integral part of the Group, our focus is firmly on the execution and creation of value. We are integrating the unequal capillarity of Italian Poste’s physical and digital network, our customer base and our reliable platform with TIM’s connectivity and technology infrastructures, to build the main Italian connection platform, enhanced by artificial intelligence. The integration process proceeds at a sustained pace, with about 200 people engaged in nine joint working groups, coordinated by a dedicated structure. We confirm synergies at regime equal to at least € 0.7 billion, without impacts deriving from the presence of minority shareholders of TIM, and we record the first concrete results in the fields of purchases, financial collection, real estate and commercial initiatives, including the launch, in last October, of the offer TIMVision/Fibra – dedicated to the employees of Poste Italiane and their family and friends – the next integration of TIMVision We will present the Group’s Industrial Plan integrated in the first quarter of 2027′′′ explains Del Fante.
“Poste Italiane e TIM, together, have the scale, capillarity and technologies necessary to guide the digital transformation of Italy, while strengthening the technological independence of the country. We are the connection platform of Italy, able to create value for our customers, our people, our country and our shareholders. I am particularly proud of the ‘Fincantieri Ontology’ pilot project, a state-of-the-art initiative that introduces artificial physical intelligence (Physical AI) in Fincantieri shipyards. By integrating Fincantieri’s industrial know-how with the technological skills of Poste Italiane and TIM Enterprise, we will allow artificial intelligence agents to understand the industrial knowledge of the real world and to act on the basis of them. This pioneering project represents an important recognition of the validity of our artificial intelligence and data management platforms by an external company, leader in its sector, and a significant step forward in our ambition to guide the digital transformation of Italy and the adoption of artificial intelligence,” he concludes.
– photos of repertoire press office Poste Italiane –
(ITALPRESS).
