In FY-2025 Postepay services revenues were up 5.1% y/y to €1.7bn (€455m in Q4-25, +6.3% y/y), confirming that the unique and integrated ecosystem of everyday services delivers sustainable revenue and profitability growth.
Payments’ revenues were up 2.6% to €1.2bn and grew by 3.4% to €333m in Q4-25, with strong transaction value growth (+9%) in FY-25 and total ecosystem transactions (+12%) in FY-25, offsetting instant payment shortfall due to EU law changes.
Telco revenues were resilient at €328m in FY-25, up 0.1% y/y (€82m in Q4-25, -1.6% y/y), in line with FY-25 guidance.
The Poste Energia retail energy offer contributed to the top line with €126m in FY-2025 and €40m in Q4-25, driven by a higher customer base of over 1 million of clients.
Adjusted EBIT grew by 10.9% y/y to €586m and up 14.9% to €170m in Q4-25 driven by strong top-line performance.
2026 Strategy Update
2026 Financial Targets
- External Revenues: €1.8bn (2025: €1,666m) with relevant contributions from payments and energy business.
- Adjusted EBIT: €0.6bn (2025: €586m).
- Net Profit: €0.5bn (2025: €439m).
2026 Operational Objectives
- Circa 8% growth in PostePay Services ecosystem total transactions, reaching over 3.6 billion, and around 7% growth in total transaction value, reaching €102 billion, supported by stronger exposure to digital payments.
- 5.2 million Telco customer base (+5% vs 2025), through migration to TIM’S mobile network and expansion of Ultrabroadband leveraging on new connectivity and integrated solutions.
- 1.4 million Energy contracts (+40% vs 2025), with a strong commercial focus also supported by TIM partnership and churn improvement driven by targeted commercial initiatives.
