Poste Italiane: 2025 stands out as an exceptional year

• Parcel & Logistics revenues up 9.4% to €1.7bn, with 349 million items delivered (+13.3%)
• Financial Services revenues up 2.9% to €5.7bn, driven by record Net Interest Income of €2.7bn
• Insurance revenues up 11.3% to €1.8bn; Protection gross written premiums up 20.5% to €1.2bn
• PostePay revenues up 5.1% to €1.7bn, with over 1 million energy clients
• Total Financial Assets reached €600bn

Matteo Del Fante, Poste Italiane Chief Executive Officer commented: “2025 stands out as an exceptional year for Poste Italiane, delivering the strongest results in our history, with record revenues and profitability. Performance across all businesses was robust, driven by
solid commercial momentum, disciplined cost management and healthy investment returns.
Revenues reached an all‑time high of €13.1 billion, adjusted EBIT rose to a record €3.24 billion and Net Profit amounted to €2.22 billion, in line with our updated guidance.
Our strategic plan continues to make excellent progress, with all key initiatives fully on track, including the rollout of the new commercial service model and the logistics transformation. Digital engagement and our omnichannel strategy have been further strengthened by the
successful migration to the SuperApp, now the number one Italian app with 16 million downloads and over 4 million daily active users. This digital leadership, supported by continued investment in artificial intelligence and data, remains central to our long‑term
strategy enabling us to innovate continuously to anticipate and meet clients’ evolving needs.
We have launched a Group re-organisation bringing together our payments and financial services businesses. The new Financial Hub will enhance client centricity, accelerate time‑to‑market, optimise capital and strengthen cross‑selling, efficiency and growth,
maximizing the value of our platform for sustainable value creation. This is underpinned by our unrivalled network, now fully operating “at market”, with unparalleled distribution and service capabilities.
We continue to work closely with TIM to unlock long‑term synergies. As TIM’s largest strategic shareholder, we have contributed to stabilizing governance and unlocking strategic priorities, supporting future value creation and sustainable shareholder returns.
Since 2016, we have returned almost €9 billion to our shareholders. For full year 2025 we will propose a dividend per share of €1.25, up 16% year-on-year, corresponding to a 73% payout ratio and total distributions of €1.6 billion. This clearly confirms our commitment to
delivering sustainable and attractive shareholder returns.
Looking ahead, our 2026 guidance points to an adjusted EBIT higher than €3.3 billion and net profit of €2.3 billion excluding TIM stake contribution. We have reinforced our dividend policy, committing to a payout ratio higher than 70% applied to net profit excluding TIM. To
this we will add dividends received from TIM on a cash-for-cash basis.
We remain fully confident in our long‑term trajectory, which we will outline in detail in our next multi‑year plan to be presented by year-end. Our people remain our most valuable asset and I want to thank them for their continued hard work and dedication to Poste Italiane’s long-term success. We remain committed to creating value for all stakeholders – our shareholders, our customers, our employees and the communities we serve.”