Mediobanca lifts 2026 guidance

Published 02/11/2025, 01:38 AM

Investing.com -- Mediobanca raised its financial targets for 2026 after reporting its results for the first half of its fiscal year. 

The Italian investment bank now expects revenues of approximately €4 billion, up from a previous forecast of €3.8 billion, and a net profit exceeding €1.4 billion. 

The firm also increased its three-year cumulative shareholder distribution target to over €4 billion, compared to a prior estimate of €3.7 billion.

For the six months ending December 31, Mediobanca (OTC:MDIBY) posted revenues of €1.85 billion, reflecting 7% year-on-year growth. 

Net profit reached €660 million, an 8% increase, while return on tangible equity (ROTE) rose to 14%. 

Growth was said to have been driven by strong performances across its business segments, with Wealth Management (WM) up 5%, Corporate & Investment Banking (CIB) up 32%, Consumer Finance (CF) up 8%, and Insurance up 9%.

The second quarter saw an acceleration in earnings, with revenues reaching nearly €1 billion, a 14% jump from the previous year. Fee income surged 36%, fueled by investment banking advisory and wealth management growth. 

Additionally, net interest income (NII) returned to growth, supported by higher volumes and stable asset yields.

Mediobanca also highlighted its high capital generation and shareholder returns, with a CET1 ratio of 15.2% and €385 million in dividends planned across May and November. A share buyback program is also underway, with 61% already completed.

The bank reaffirmed its 2024-25 guidance, projecting €9-10 billion in NNM, continued growth in net interest and fee income, and earnings per share (EPS) rising 6-8% year-over-year.

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