Added to YB: 2025-11-19
Pitch date: 2025-11-17
NEXI.MI [neutral]
Nexi S.p.A.
+3.58%
current return
Author Info
Patches AKF is an investor discussing global small and medium cap companies - ideally those with minimal coverage on the internet. Sign up for the newsletter.
Company Info
Nexi S.p.A. provides electronic money and payment services to banks, small and medium-sized enterprises, large international corporations, institutions, and public administrations in Italy, Nordics and Baltics, Germany, Austria, Switzerland, Poland, Southeast Europe, and internationally.
Market Cap
EUR 4.8B
Pitch Price
EUR 3.91
Price Target
N/A
Dividend
6.17%
EV/EBITDA
6.27
P/E
17.29
EV/Sales
1.35
Sector
Financial Services
Category
value
PatchesAKF: November Update - Nexi S.p.A.
NEXI.MI (earnings): Q3 revenue in line, EBITDA weak due to Italian bank consolidation peaking Q4, ending H2 2026. 2025 guidance: LSD-MSD revenue growth, faster EBITDA growth, €800M FCF (17% MCAP yield). TPG €1B DBS asset bid at 7.3x vs Nexi's 5x EBITDA multiple. Potential 23% total returns in 2026.
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