Q1 2026 Nexi SpA Earnings Call Transcript

May 7, 2026 / 06:00 AM GMT

Release Date Price: $4.87

Transcript

Key Points

Positve

Nexi SpA (NEXXY) reported a 1% year-on-year revenue growth in Q1 2026, with underlying growth at 5%, showcasing resilience despite external headwinds.
EBITDA increased by 2.6% year-on-year, with a margin expansion to 48.3%, supported by disciplined cost execution.
The company is on track with strategic initiatives, particularly in ISVs and direct channels, and has strong commercial momentum in e-commerce in Germany and the DACH region.
Nexi SpA (NEXXY) is set to pay a second dividend of $0.30 per share, a 20% increase from the previous year, reflecting strong shareholder value creation.
The company has reduced its net financial debt to EBITDA ratio to 2.5 times, down from 2.6 at year-end, and has started reducing gross debt by reimbursing about EUR1 billion of maturities.

Negative

Merchant Solutions revenue declined by 1.4% year-on-year, primarily due to bank-related effects in Italy, including loan outflows and contract renegotiations.
There was some softness in consumer spending, particularly in Germany and the Nordics, impacting volumes.
Issuing Solutions, despite strong performance, is expected to face increased bank-related effects in the second half of the year, potentially impacting full-year growth.
The company faces competitive pressure in various markets, with concerns about pricing aggressiveness from new entrants, particularly in the SMB sector.
Nexi SpA (NEXXY) anticipates an increase in operating costs over the coming quarters due to inflationary pressures and continued investment in strategic areas.

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

NEXII.MI - Nexi SpA
Q1 2026 Nexi SpA Earnings Call
May 07, 2026 / 06:00AM GMT

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Presentation
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Unidentified_1 [1]
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Good morning. This is the call conference operator.

Welcome and thank you for joining the first quarter 2026 financial results presentation conference call.

As a reminder, all participants are in listen-only mode. After the presentation, there will be an opportunity to ask questions.

If anyone need assistance during the conference call, they may signal an operator requesting star and zero on the telephone.

At this time, I would like to turn the conference over to Bernardo Mingrone of Nexi.

Please go ahead, sir.

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Unidentified_2 [2]
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