Italmobiliare SPA: directors' dealings · Italy · Consob

About Italmobiliare SPA

Italmobiliare S.p.A. is an investment holding company listed on Borsa Italiana (FTSE MIB) in Italy. Founded in Milan in 1946 by Italcementi as a vehicle to hold investments outside the construction materials business, it has evolved into one of Italy’s leading investment holding platforms. Its strategy is based on disciplined capital allocation, industrial value creation and active involvement in the governance of portfolio companies. The company’s headquarters are in Milan, at Via Borgonuovo 20. Its business model is centered on a concentrated portfolio of companies, mainly in industrial and service niches, where Italmobiliare holds controlling or meaningful stakes. Key assets include Caffè Borbone, a leading single-serve coffee brand in Italy by volume; Officina Profumo-Farmaceutica di Santa Maria Novella, a heritage beauty and luxury brand; CDS-Casa della Salute in healthcare services; Italgen in hydroelectric power; and other interests such as SIDI Sport, Tecnica Group, Iseo, Bene Assicurazioni and Callmewine. This mix gives the group a diversified exposure across consumer, healthcare, energy and specialty industrial segments. From a competitive standpoint, Italmobiliare is not a passive financial holding. It positions itself as a long-term industrial partner that supports entrepreneurs through operational know-how, selective international expansion and a strong ESG framework. The group emphasizes its ability to help develop Italian companies and niche brands with attractive growth potential while maintaining a solid balance sheet. As of March 31, 2025, Italmobiliare reported a positive net financial position, giving it flexibility to fund growth and pursue new opportunities. Recent disclosures underline the momentum in the portfolio. In the first half of 2025, the group reported growth in aggregated revenue across its Portfolio Companies and a NAV of around €2.2 billion, and in the first nine months of 2025 revenue continued to rise. In March 2026, Italmobiliare published full-year 2025 results: aggregated revenue increased to €1.75 billion, NAV reached €2.3049 billion and the board proposed a dividend of €1.1 per share. Recent updates also highlighted Caffè Borbone’s leadership in single-serve coffee in Italy, the expansion of CDS-Casa della Salute, and the continued international growth of Santa Maria Novella. For international investors, Italmobiliare offers a listed gateway to an Italian capital allocator with a long operating history, a selective portfolio and a focus on long-term value creation.