Added to YB: 2025-11-17
Pitch date: 2025-11-13
ITM.MI [neutral]
Italmobiliare S.p.A.
-3.26%
current return
Author Info
Company Info
Italmobiliare S.p.A., an investment holding company, owns and manages a portfolio of equity and other investments in the financial and industrial sectors in Italy and internationally.
Market Cap
EUR 1.2B
Pitch Price
EUR 29.10
Price Target
52.00 (+85%)
Dividend
3.17%
EV/EBITDA
11.53
P/E
36.00
EV/Sales
2.28
Sector
Industrial Conglomerates
Category
value
[Holding Company Series Part 3]- Short List of European Hold Cos at discount to NAV - Italmobiliare S.p.A.
ITM.MI (quick overview): Italian holding co trading at 38% discount to €52 NAV (vs €32 price). Crown jewel Caffe Borbone (leading coffee-pod player) 3x'd revenue in 6yrs but EBITDA down 40% H1 2025 on inflated coffee prices. Revenue +11% suggests resilience. Buybacks initiated. Risk: Italy-only focus.
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