Poste Italiane, record results in the first 9 months of 2026

Adjusted net profit at 1.8 billion, estimates for 2026 confirmed

In the third quarter alone, adjusted net profit rose to 629 million euros, compared to 603 million in the same period of 2025. The figure excludes net financial income deriving from the investment in Tim and extraordinary components. Also considering these elements, the consolidated net profit for the first nine months went from 1.77 to 3.55 billion, while in the third quarter it grew from 603 million to 2.198 billion.

In light of the results, Poste Italiane confirmed its stand-alone guidance for the whole of 2026, already revised upwards, which provides for an adjusted Ebit of 3.4 billion and an adjusted net profit of 2.3 billion. The growth of the dividend, underlined Del Fante, continues to represent a central element of the company strategy.

Net collection at 4.5 billion, financial assets at 614 billion

The CEO also highlighted the solidity of the commercial activity. Net collections since the beginning of the year have reached 4.5 billion euros, also supported by the introduction of the new commercial service model. The invested financial assets reached a total of 614 billion. «The commercial momentum remains solid», declared Del Fante, underlining the contribution of the new organizational model to the growth of the group.

Parcels, insurance and Postepay services are growing

All main business lines contributed to the increase in revenues. In the third quarter, the Mail, Parcels and Distribution sector recorded growth of 3%, thanks to the increase in market shares in the parcel sector, the expansion of integrated logistics and the revision of the prices of mail products.

Revenues from Financial Services increased by 2%, reaching 1.4 billion euros, supported by the investment portfolio and the positive performance of commercial activity. The growth of Insurance Services was even more marked, which recorded an increase of 13%, reaching around half a billion euros, thanks to the results of the Life, Pensions and Protection sectors.

Postepay Services, on the other hand, recorded an increase in revenues of 6%, to 435 million euros, thanks above all to the growth of payments and the Energy offer, while telecommunications services maintained a stable performance.

Poste and Tim, the new industrial plan in the first quarter of 2027

Poste Italiane has confirmed that the industrial plan of the group integrated with Tim will be presented in the first quarter of 2027. The objective is to enhance the synergies between the two companies, in particular in the sectors of telecommunications, digital services and new technologies.

“Poste Italiane and TIM, together, have the scale, capillarity and technologies necessary to drive Italy's digital transformation, while strengthening the country's technological independence,” said Del Fante. According to the CEO, the integration will create value for customers, employees, the country and shareholders.

The project with Fincantieri for artificial intelligence

The group's strategic initiatives also include Fincantieri Ontology, a pilot project developed with Fincantieri and Tim Enterprise to introduce physical artificial intelligence applications in shipyards.

The initiative aims to integrate Fincantieri's industrial skills with the technologies of Poste Italiane and Tim, allowing artificial intelligence agents to interpret industrial knowledge and use it to operate in real contexts.

Del Fante defined the project as a recognition of the group's technological capabilities and a step forward in Italy's artificial intelligence development and digital transformation strategy.