Market PositioningUnidata could play an active role in the Italian telecom shake-up, exploring options to strengthen its position, including consolidation.
Strategic GrowthManagement emphasized the ambition to evolve into a growing TechCo and target larger B2B clients.
ValuationThe stock is trading at an undemanding c.4x EV/EBITDA’26E, compared to the EU telco sector at c. 6x.