Update shared on10 Aug 2025
Fair value Increased 7.97%Despite a moderation in revenue growth forecasts, analysts have raised Telecom Italia’s price target as improved net profit margins signal enhanced profitability, lifting fair value from €0.401 to €0.435.
What's in the News
- Poste Italiane acquired an additional 15% stake in Telecom Italia from Vivendi for approximately €680 million, raising its total stake to 24.81% of ordinary shares and 17.81% of total share capital, becoming Telecom Italia's largest shareholder.
- Vivendi retains a minority stake with 2.51% of ordinary shares and 1.80% of share capital.
- Poste Italiane does not plan to exceed the mandatory public tender offer threshold.
- The transaction was financed with available cash and required notification to the Italian Competition Authority.
- The acquisition was completed by Poste Italiane as of May 29, 2025.
Valuation Changes
Summary of Valuation Changes for Telecom Italia
- The Consensus Analyst Price Target has risen from €0.401 to €0.435.
- The Consensus Revenue Growth forecasts for Telecom Italia has significantly fallen from 0.9% per annum to 0.7% per annum.
- The Net Profit Margin for Telecom Italia has significantly risen from 3.38% to 3.79%.
Disclaimer
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