REVO S.p.A.: Positioned for Superior Growth with Strategic Advancements and Strong Financial Performance

Elena Perini, an analyst from Intesa Sanpaolo, maintained the Buy rating on REVO S.p.A. (H0O – Research Report). The associated price target is €14.10.

Elena Perini has given her Buy rating due to a combination of factors that highlight REVO S.p.A.’s promising growth trajectory and strategic advancements. The company achieved its 2025 premium collection target a year early, demonstrating strong performance and effective management. Additionally, the recent authorization from IVASS to use Undertaking Specific Parameters and Group-Specific Parameters enhances REVO’s capital allocation flexibility, allowing it to capitalize on growth opportunities, particularly in the underinsured SME sector and its expansion into Spain.
Moreover, REVO’s financial results for the fourth quarter of 2024 were largely in line with expectations, with a slightly higher adjusted net profit and dividend per share than anticipated. Looking ahead to 2025, the company has guided for continued growth in premiums and profitability, supported by an expected improvement in the combined ratio and a stronger net financial result. These factors, along with the anticipated presentation of a new business plan and an upgraded target price, reinforce the Buy rating as REVO is positioned for superior growth compared to traditional insurance companies.