Added to YB: 2026-01-06
Pitch date: 2025-12-29
ITM.MI [neutral]
Italmobiliare S.p.A.
-2.37%
current return
Author Info
Value and Opportunity focuses on slow investing, special situations & the occasional wild punts Sign up for their newsletter.
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 1.1B
Pitch Price
EUR 27.45
Price Target
N/A
Dividend
4.36%
EV/EBITDA
10.58
P/E
19.11
EV/Sales
1.96
Sector
Industrial Conglomerates
Category
value
My 23 Investments for 2026 - Hold, potentially add: Italmobiliare S.p.A.
ITM.MI (hold, potentially add): PE-style investor in Italian quality cos trading at ~50% intrinsic value. Portfolio includes high-growth Borbone coffee brand & Santa Maria Novella perfumes. Family-run with strong prospects highlighted at 2025 capital markets day.
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