Telecom Italia SpA (CHIX:TITm)
€ 0.40 -0.0023 (-0.57%) Market Cap: 8.88 Bil Enterprise Value: 21.64 Bil PE Ratio: 0 PB Ratio: 0.72 GF Score: 39/100
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Q1 2025 Telecom Italia SpA Earnings Call Transcript

May 8, 2025 / 09:00 AM GMT
Release Date Price: €0.3586 (+0.42%)

Key Points

Positve
  • Telecom Italia SpA (TIIAY) reported strong operational delivery and solid fundamentals in Q1 2025, with results on track both at group and domestic levels.
  • The company extended its revolving credit facility to 2030 and reduced its size from 4 to 3 billion, reflecting a stronger financial profile.
  • Telecom Italia SpA (TIIAY) saw a 2.7% increase in revenues from Brazil, with EBITDA after lease increasing by 5.4%.
  • The company maintained a stable consumer market with a marginal decline in churn, indicating strong customer retention.
  • Telecom Italia SpA (TIIAY) achieved a strategic milestone with cloud services becoming the largest business line in its enterprise segment, marking a significant growth area.
Negative
  • Equity free cash flow was negative by around 0.2 billion due to the usual seasonality of working capital absorption at the beginning of the year.
  • Net debt after lease increased slightly to 7.5 billion, with a leverage ratio of 2.05 times, up from 7.3 billion in December.
  • The competitive environment remains challenging, with ongoing discussions about market consolidation and potential mergers.
  • Telecom Italia SpA (TIIAY) faces potential risks from the competitive landscape, particularly in the consumer segment where price adjustments are ongoing.
  • The company is still awaiting antitrust clearance for the acquisition of a 15% stake by Poste Italiane, which could impact governance and strategic initiatives.


Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

TLIT.MI - Telecom Italia SpA
Q1 2025 Telecom Italia SpA Earnings Call
May 08, 2025 / 09:00AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good morning and welcome to teamam first quarter 2025 presentation.

Paolo Lesbo, head of investor relations, will introduce the event.

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Unidentified_2 [2]
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Ladies and gentlemen, good morning and welcome to Team first quarter 2025 results presentation. I'm here with the CEO Peter Labriola, the CFO Adrian Calaza, and the rest of the management team.

Today we present the highlights of the 1st quarter and review the main operating and financial results. At the end there will be the usual Q&A session.

I point
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