Poste Italiane Spa (PITAF) Q4 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

Good morning, everyone, and thank you for joining us today. Over the next hour, we'll be presenting our full year 2025 preliminary results, as well as our 2026 strategy update. As you can see from the agenda on the screen, our CEO, Matteo Delfante, will kick off with an overview of the main achievements to date, our strategic priorities, and key financial targets for 2026. Then our CFO, Camillo Greco, will take the floor to deep dive into the financials. after some closing remarks from our ceo we will open the q a session for any topics we won't be able to cover today please do reach out to the investigations team and we'll be happy to follow up with that i think we can start and matteo over to you good morning everyone and a very warm welcome to post italiana 2025 preliminary results and 2026 strategy update today We will be running through our record 2025 results, our 26 guidance and remuneration policy, as well as our strategic priorities going forward. 2025 has been an exceptional year for Poste Italiane. We deliver the strongest results in our history with record revenues and profitability, sustained by a solid commercial performance, strong returns from our investment portfolio and continued cost discipline across the group. The strategic plan continues to make excellent progress with all key initiatives fully on track, including the deployment of the new commercial service model and the logistics transformation. We have further strengthened our digital engagement and omnichannel strategy with the successful migration to the Super App, which is now the number one Italian app with over 4 million daily active users. During the year, we consolidated our position as the largest long-term shareholders, reaching a 27% stake of ordinary shares and launched several wor...