Italy's Reply meets 2025 revenue expectations, declares dividend

Reply SpA

12/03/2026 12:59

Overview

Italy digital solutions provider's 2025 revenue rose 8% yr/yr, meeting analyst expectations

Net income, EBIT, and EBITDA all increased compared to 2024

Company proposed EUR 1.35 per share dividend after strong annual results

Outlook

Company says market conditions remain extremely competitive

Reply cites ongoing macroeconomic uncertainty impacting business environment

Company expects artificial intelligence to remain central to future offerings and architectures

Result Drivers

AI INTEGRATION - Co said growth was supported by scaling and industrialising artificial intelligence in customer processes and offerings

PARTNERSHIPS - Co cited recent partnerships with leading LLM producers and major technology players as strengthening its AI offerings

BUSINESS MODEL - Co attributed growth to its network of highly specialised companies and focus on technological innovation

Company press release: ID:nEQbnPMkfa

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
FY Revenue
Meet
EUR 2.48 bln
EUR 2.48 bln (13 Analysts)
FY Net Income
EUR 250.90 mln
FY EBIT
EUR 391.70 mln
FY EBITDA
EUR 467.60 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 11 "strong buy" or "buy", 2 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the it services & consulting peer group is "buy"

Wall Street's median 12-month price target for Reply SpA is €156.50, about 62.4% above its March 11 closing price of €96.35

The stock recently traded at 13 times the next 12-month earnings vs. a P/E of 15 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)