Poste Italiane closed the first nine months of 2025 with the highest results since its listing, confirming the group’s ability to grow in all business segments despite an uncertain macroeconomic context. Revenues, profitability and net profit exceed the levels recorded in previous years, while management consolidates forecasts for 2025 with an interim dividend at historic highs. In the nine months the company recorded revenues of 9.6 billion euros, up 4.5% on an annual basis. Adjusted EBIT stood at 2.5 billion (+10.5%), while net profit rose to 1.8 billion, an increase of 11.2%. The third quarter also confirms this trend: revenues at 3.2 billion, adjusted EBIT at 856 million, net profit at 603 million.
Invested Financial Assets also increased sharply, reaching 601 billion euros, supported by collections on investment products and the recovery of postal savings. Capital solidity remains a strong point, with the Solvency II Ratio of the Poste Vita group at 312%.
Del Fante: “Extraordinary results, full confidence in the guidance”
The CEO Matteo Del Fante commented on the numbers and prospects in very clear terms:
“After five consecutive quarters of performance at record levels, we have once again achieved extraordinary results, with revenues in the first nine months amounting to 9.6 billion euros, up 4% year-on-year, and an adjusted operating profit (EBIT) up 10%, to 2.5 billion. The solidity of the results achieved once again confirms our ability to generate sustainable and profitable growth in all business segments, thanks to solid commercial execution and effective cost management. We therefore confirm our full confidence in achieving the updated guidance for the entire 2025 financial year, which envisages an adjusted operating result (EBIT) of 3.2 billion and a net profit of 2.2 billion”.
Growing segments: from parcels to financial services
The Mail, Parcels and Distribution sector is growing thanks to logistics, with parcel revenues of 1.2 billion (+8.4%) and volumes increasing by 12.3%. Traditional correspondence saw a slight decline, while the share of parcels delivered by postmen increased to 45%.
Financial Services recorded revenues of 4.2 billion (+4.6%), driven by the interest margin and commissions on postal savings. Adjusted EBIT grew by 23%.
In the Insurance branch, revenues rose to 1.4 billion (+10.2%), while gross premiums reached 16.8 billion. Adjusted EBIT exceeds 1.17 billion.
The Postepay division confirms the digital vocation of the group: revenues over 1.2 billion (+4.7%), transactions increasing by 12.8%, and strong momentum in the energy offering, which is close to one million customers.
Record dividend and synergies with TIM
The Board of Directors approved the distribution of the highest interim dividend ever: 0.40 euros per share, payable from 26 November 2025. On the strategic front, the integration with TIM continues: Poste now holds 24.81% of the former monopolist’s ordinary shares, has launched the “TIM Energia powered by Poste Italiane” offer in TIM stores, and has signed a letter of intent for a joint venture in cloud-based IT services.
Outlook confirmed
The group, as Del Fante also recalled, reiterated its objectives for the whole of 2025: adjusted EBIT at 3.2 billion and net profit at 2.2 billion. Investments in digitalisation, end-to-end logistics and development of the Postepay ecosystem will continue, together with the “Polis” project, which has already transformed over 4,300 post offices into access points to Public Administration services.
