The earnings call presented a generally positive outlook with significant revenue and profit growth, notably in the Digital Green VAS and Business Services sectors. Despite some challenges in ICT VAS and Software and System Integration sectors, the company demonstrated strong financial management and commitment to sustainability, enhancing shareholder value.

Company Guidance

In the recent conference call discussing the first quarter results for fiscal year 2026, SeSa reported a notable recovery in financial performance. The company achieved consolidated revenues of EUR 846 million, reflecting an 8% year-on-year increase, and an EBITDA of EUR 61 million, up 7.2%. Adjusted net profit grew by 6.4% to EUR 29.8 million, with a group net profit of EUR 27.9 million, marking a 4.5% increase. Organic revenue growth was 2.2%, while EBITDA and adjusted group net profit rose by 4% and 2.3% respectively. Sector-specific performance included a 24.7% revenue growth in Digital Green VAS, driven by 20% organic growth. The Software and System Integration sector saw a 2.8% revenue increase, despite a slower demand in some areas. Business Services grew by 3% organically, bolstered by new agreements with Italian banks. The net financial position improved significantly, with a net debt reduction to EUR 65 million, aided by operational cash flow and reduced financial expenses. The company also reiterated its commitment to achieving its fiscal year 2026 guidance, projecting a 5% to 7.5% growth in revenues and a 5% to 10% increase in EBITDA.

Revenue and Profit Growth

SeSa recorded revenues of EUR 846 million, up 8% year-on-year, and adjusted net profit of EUR 29.8 million, up 6.4% year-on-year. EBITDA also increased by 7.2% year-on-year to EUR 61 million.

Strong Performance in Digital Green VAS

Digital Green VAS revenues increased by 24.7% year-on-year with an EBITDA growth of 18%, driven by 20% organic growth and rising energy needs.

Business Services Sector Profitability

Business Services sector reported a 25% increase in EBITDA year-on-year, driven by focus on digital platforms and vertical applications.

Significant Reduction in Financial Expenses

Net financial position improved by 12% compared to first quarter '25 and by 36% compared to fourth quarter '25, supported by lower interest rates and efficiency measures.

Shareholder Value Enhancement

Approved a dividend of EUR 1 per share and increased share buyback program from EUR 10 million to EUR 25 million, enhancing shareholder value with a payout ratio increase from 30% to 40%.

Sustainability Commitment and ESG Improvements

Continued investments in sustainability and digital green initiatives, with significant improvement in ESG performance and achievement of sustainable development goals.

Sesa S.p.A. (IT:SES) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

IT:SES Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Dec 18, 2025	2026 (Q2)	- / -	0.35	―	―	―
Sep 11, 2025	2026 (Q1)	- / 1.39	1.376	1.24% (+0.02)	―	―
Jul 17, 2025	2025 (Q4)	- / 0.65	0.866	-25.52% (-0.22)	―	―
Mar 13, 2025	2025 (Q3)	- / 1.67	1.677	-0.66% (-0.01)	―	―
Dec 18, 2024	2025 (Q2)	- / 0.35	1.098	-68.12% (-0.75)	―	―
Sep 12, 2024	2025 (Q1)	- / 1.38	1.425	-3.44% (-0.05)	―	―
Jun 20, 2024	2024 (Q4)	- / 0.87	1.111	-22.05% (-0.24)	―	―
Mar 14, 2024	2024 (Q3)	- / 1.68	1.85	-9.35% (-0.17)	―	―
Dec 19, 2023	2024 (Q2)	- / 1.10	1.165	-5.75% (-0.07)	―	―
Sep 14, 2023	2024 (Q1)	- / 1.43	1.343	6.11% (+0.08)	―	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

IT:SES Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Sep 11, 2025	€75.10	€83.20	+10.79%
Jul 17, 2025	€81.85	€69.75	-14.78%
Mar 13, 2025	€69.70	€70.30	+0.86%
Dec 18, 2024	€77.35	€73.80	-4.59%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Sesa S.p.A. (IT:SES) report earnings?

Sesa S.p.A. (IT:SES) is schdueled to report earning on Dec 18, 2025, TBA (Confirmed).

What is Sesa S.p.A. (IT:SES) earnings time?

Sesa S.p.A. (IT:SES) earnings time is at Dec 18, 2025, TBA (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is the P/E ratio of Sesa S.p.A. stock?

The P/E ratio of Sesa S.p.A. is N/A.

What is IT:SES EPS forecast?

Currently, no data Available

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