Revenue distribution by industry (2025):

• Postal and parcel services: 40%
• Financial services: 35%
• Insurance services: 15%
• Telecommunication services: 10%

TOP 3 markets and their percentage shares:

• Italy: 85%
• European Union (excluding Italy): 10%
• Rest of the world: 5%

Poste Italiane S.p.A. generates the majority of its revenue from the domestic Italian market, with postal and parcel services accounting for the largest share of revenue. Financial and insurance services are also significant revenue drivers, highlighting the diversification of the company's portfolio. The European market outside Italy and the rest of the world contribute only a small portion to the total revenue, indicating a strong local market presence and focus on the Italian market.

Production sites: Mainly in Italy

Poste Italiane S.p.A. is primarily engaged as a service company offering postal, logistics, financial, and insurance services. It does not produce physical products in the traditional sense, but provides services that are largely organized and carried out in Italy.

The logistical and postal services are supported by an extensive network of branches and logistics centers throughout Italy. Financial services are offered through their banking and insurance branches, such as BancoPosta, which are also based in Italy.

Revenue Growth: Estimated 6-8% annually (2025-2027)
Profit Growth: Estimated 5-7% annually (2025-2027)

Poste Italiane S.p.A. is pursuing a multi-track growth strategy focusing on diversifying its services and digitalization. The company plans to expand its presence in the financial services and insurance sectors to capitalize on the increasing demand for digital financial solutions.

Another key focus is on improving efficiency and customer experience through technological innovations. This includes investments in IT infrastructure and the introduction of new digital platforms to optimize customer service and increase operational efficiency.

Additionally, Poste Italiane is expanding its logistics and parcel services to benefit from the growing e-commerce sector. This involves expanding the delivery network and implementing sustainable logistics solutions to reduce the ecological footprint.

Main imported materials: Paper, fuel, IT components

Countries of origin:

• Paper: Finland, Sweden
• Fuel: Russia, Saudi Arabia
• IT components: China, Germany

Poste Italiane S.p.A. is a diversified company operating in the fields of postal services, logistics, financial services, and telecommunications. For the operation of its postal and logistics services, the company mainly imports paper for printing letters and documents, as well as fuel for its vehicle fleet.

The IT components are crucial for their digital services and infrastructure. These are mainly sourced from China and Germany, where leading manufacturers of electronics and IT equipment are located.

The countries of origin for paper are mainly Finland and Sweden, known for their sustainable forestry and high-quality paper production. Fuel is imported from Russia and Saudi Arabia, as these countries are among the largest oil exporters worldwide.

Market share in the postal and logistics sector in Italy: approx. 30% (2024)
Share of financial services in revenue: 40% (2024)
Customer satisfaction: 85% (2024, internal survey)

Poste Italiane S.p.A. has a significant competitive advantage in Italy, especially due to its strong market presence in the postal and logistics sector. With a market share of around 30%, the company is a leader in this area.

In addition, Poste Italiane has diversified its services and offers extensive financial services, accounting for about 40% of total revenue. This diversification helps to spread risk and generate additional sources of income.

The high customer satisfaction rate of 85% shows that the company is successful in meeting its customers' expectations, contributing to strong customer loyalty. All of this gives Poste Italiane a robust competitive advantage over its competitors.

Institutional investor share: approx. 65% (estimated, 2025)
Insider purchases/sales: No significant transactions reported (2025)

The institutional investor share in Poste Italiane S.p.A. is estimated to be around 65%. This reflects the confidence of large institutional investors in the stability and growth potential of the company.

No significant insider purchases or sales were reported in 2025. This suggests that the management and other insiders are currently not making any significant changes to their stake in the company, which could indicate a stable internal assessment of the company's development.

Market share of Poste Italiane S.p.A.: Estimate: 15% (2025)

Main competitors and their market shares:

1. Intesa Sanpaolo S.p.A.: 25%
2. UniCredit S.p.A.: 20%
3. Generali Group: 18%
4. Poste Italiane S.p.A.: 15%
5. Banco BPM S.p.A.: 10%
6. Banca Monte dei Paschi di Siena S.p.A.: 7%
7. UBI Banca: 5%

Poste Italiane S.p.A. holds a significant market share of around 15% in the Italian financial and postal sectors. Its main competitor is Intesa Sanpaolo S.p.A. with a market share of 25%, followed by UniCredit S.p.A. and Generali Group.

The moat of Poste Italiane lies in its unique positioning as an integrated provider of postal, financial, and insurance services. This diversification provides the company with a stable customer base and a broad revenue stream. Additionally, Poste Italiane benefits from an extensive network of post offices, which is unique in Italy.

In comparison, Intesa Sanpaolo and UniCredit have strong moats in the banking sector due to their extensive financial services and international presence. Generali Group has an advantage in the insurance sector due to its global reach and strong brand recognition.

Overall, Poste Italiane has a significant moat due to its diversification and comprehensive branch network, although the specialized financial services of its competitors could be superior in certain areas.

Revenue growth: 3.5% (2024) Net income growth: 4.2% (2024) Dividend yield: 5.1% (2024)

Poste Italiane S.p.A. recorded solid revenue growth of 3.5% in 2024, indicating stable demand for its services and products. Net income grew by 4.2%, pointing to an efficient cost structure and successful business expansions.

The dividend yield of 5.1% is attractive to investors seeking regular returns. This shows that the company is able to distribute a significant portion of its profits to its shareholders.

In summary, the stable growth combined with an attractive dividend yield suggests that Poste Italiane S.p.A. could be an interesting investment opportunity for investors aiming for both capital growth and regular returns.

Dividend yield: 5.2% (2025, estimated)
Dividend growth: 3% annually (last 3 years, estimated)

Poste Italiane S.p.A. is known for its reliable dividend policy. The company has consistently paid dividends in recent years and shows stable dividend growth. The dividend yield of around 5.2% in 2025 is attractive and above the industry average.

Poste Italiane's payout policy is supported by solid financial results and a strong market position. The company benefits from a diversified business model that includes both mail and parcel services as well as financial services. This contributes to the stability of dividend payments.