In a report released yesterday, Giada Cabrino from Intesa Sanpaolo maintained a Buy rating on Lucisano Media Group S.p.A., with a price target of €1.80.
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Giada Cabrino’s rating is based on Lucisano Media Group’s strong performance in the first half of 2025, which marked the best first-half results in five years. The company saw significant improvements in key performance indicators year-over-year, with revenues nearly doubling compared to the previous year. The Production & Distribution business unit notably increased its sales, and the Multiplex business unit also showed a healthy growth in revenues and audience numbers.
Looking ahead, while a more moderate second half of 2025 is anticipated, the company is expected to deliver better results in 2026. The planned start of new productions by the end of 2025 and the continued upward trend in audience numbers are positive indicators. Despite some challenges in the sector, such as more selective distributors and broadcasters, Lucisano Media Group has demonstrated resilience and stability in its volumes. The updated discounted cash flow model and the derived fair value suggest a significant upside potential, supporting the Buy rating.