Poste Italiane closes the semester with a Net income equal to 1,2 billion euros, with a 3,5% year-over-year growth. In the second quarter of 2026, profit will be 594 million euros, a 3,8% year-over-year growth. Revenues The company grew to a record €6,8 billion in the first half of the year, up 5,9% year-over-year, and 3,9% in the second quarter, equal to €3,4 billion. Adjusted operating profit amounted to €1,8 billion, up 7%.
Post Office, half-yearly figures
In the services of mail, parcels and distribution, revenues benefited from repricing actions, reaching 2 billion euros in the first half of the year, with a growth of 6,4% year-on-year and equal to 1 billion in the second quarter. Net inflows were recorded in investment products equal to 2,7 billion, confirming the improvement in the commercial dynamics of postal savings and the stability of retail deposits. With regard to the financial and insurance services, revenues stood at 3 billion, with a growth of 4,4%, and 983 million euros, recording a +8,6%. For services Postepay Revenue growth is 7,3% year-on-year, equal to 860 million.
I total costs of the group led by Matthew Del Fante they amount to 5,5 billion euros, up 4,1%, while ordinary personnel costs stood at €2,9 billion, up 0,9%. In the second quarter, however, growth was 0,3%, reflecting, Poste explains, the salary increases envisaged in the labor contract. For Del Fante, the group is "pursuing this transformation, starting from a position of strength. Our businesses continue to perform well, we continue to rigorously implement our plans, and the market continues to recognize the value we are generating."
Post Office, what Del Fante said
“I am proud to announce that for the fifth consecutive semester we have achieved a record result confirming the solidity and resilience of our platform's business model. All this allows us to confirm standalone guidance for the full year 2026, as well as our dividend policy." Poste Italiane CEO Del Fante said this, commenting on the first half of the year's results. "We confirm," he added, "our commitment to ensuring shareholders competitive and sustainable returns in the long run."
Poste, what Del Fante said about TIM
“We are accelerating the evolution of our platform company with its unique features, focusing it on customer needs and equipping it with a world-class artificial intelligence infrastructure. Tim represents the ideal complement to strengthen our platform“. Del Fante said this again, commenting on the group's first half-year results, and recalling that “the The offer subscription period on Tim began on July 20th and will conclude on September 11, with a possible reopening of the terms between September 21 and 25. We plan to present the industrial plan of the new integrated entity in the first quarter of 2027".
Post Office: The Polis Project
Il Polis project Poste Italiane strengthens its role in promoting social cohesion and bridging the digital divide in small towns and inland areas of the country. As of the end of June, 5.825 post offices had been transformed into digital service hubs, simplifying citizens' lives, and 175 co-working spaces had been created. The group will complete the project by 2026. Work continues to improve the energy efficiency of the group's buildings and increase renewable energy production. The number of buildings equipped with smart building systems has risen to approximately 6.700, and approximately 1.080 photovoltaic systems have been installed, for a total installed capacity of 31,7 MWp.
Post Office: Negotiations with CDP to renew savings collection agreement
Furthermore, negotiations are underway with Cassa Depositi e Prestiti for the renewal of theCDP-Poste agreement on the service of postal savings collection for the years 2027-2030Del Fante announced this, underlining that also for 2026, therefore, "the centrality of postal savings and the attention to the offer of products/services that are in step with the evolution of customer needs will be confirmed". "We have agreed with CDP a term sheet relating to the agreement for the distribution of postal savings for the period 2027-2030, ensuring greater visibility on future economics. We are creating a single financial hub to simplify the group structure, strengthening our customer-centric approach and optimizing capital allocation,” explains the CEO.
Furthermore, over the next few months, Poste Italiane will be engaged in redefining the methods of evaluating and representing businesses within the new operating segments (segment reporting). The current 4 Strategic Business Units will be replaced by 3 Strategic Business Units represented by a sector dedicated to mail, parcel and logistics services and the distribution network, a financial and insurance services hub and, conditioned by the completion of the takeover bid for TIM, an SBU that will combine connectivity and technology, including telecommunications and energy services.
