Strategy

To be sustainable for Poste Italiane means defining a clear strategy on ESG issues and structurally incorporating them within the strategic objectives set in the “2024-2028 Strategic Plan”.

 

MAIN STRATEGIC HIGHLIGHTS: N e w c o m m e r c i a l s e r v i c e m o d e l L o g i s t i c t r a n s f o r m a t i o n A b r a n d n e w S u p e r A p p P o l i s P r o j e c t C a r b o n N e u t r a l i t y
Carbon Neutrality

Continuing the Group's path towards carbon neutrality by 2030, we have set new targets to enhance long-term visibility. We will decarbonize the investment portfolio, with the target of Net Zero by 2050.

New Commercial Service Modal

The new model will optimize retail customer coverage and transform the post office from a transactional to a relational space. Additionally, we will renew our focus on SME clients

Logistic Transformation

We will transform the postal network into an increasingly parcel focused one, develop a joint venture with a specialized logistic real-estate partner for the parcel business and new warehouses for contract logistics, leveraging technology to improve customer experience and operational efficiency.

A brand new superapp

ncorporating the new payment wallet, the SuperApp will be fully customized to client's individual profiles. Thanks to cutting-edge technology and Artificial Intelligence it will be a unique access point to Poste Italiane's ecosystem..

Polis Project

In order to further support Italy's social and economic cohesion and reduce the digital divide, by 2026, about 7.000 post offices in small municipalities will be transformed into digital service hubs and access points for Public Administration services. Additionally, 250 co-working sites will be made available to citizens.

"Poste Italiane’s transformation journey started back in 2017 with a simple ambition: to maximise value for our clients and be the most effective and trusted distribution network in Italy. We have gone beyond that and established ourselves as the largest phygital platform in Italy, thriving on the integration of multiple touchpoints and creating an omnichannel ecosystem where each portion of the platform complements the other."


 Matteo Del Fante, CEO 

Del Fante presentazione

Matteo Del Fante, Poste Italiane CEO, unveils the Strategic Plan.

2024 – 2028 Strategic Plan  “The Connecting Platform”

Watch the video

Title: Poste Italiane Group Strategy

Block 1: Supporting the country during the pandemic and developing important social initiatives

Block 2: Accelerating the digital transition to meet evolving needs

Block 3: Unique market positioning, supporting expansion and customer base growth, and product penetration

Block 4: Continuous presence in local communities and inclusion of everyone

The Payments and Mobile area aims to establish itself as a comprehensive and omnichannel platform for its customers, supporting the traditional business lines of payments and telecommunications with an offer dedicated to Energy, a market which the Company will enter by taking advantage of its liberalisation. The acquisition of LIS, from this perspective, helped to enrich the Group’s omnichannel strategy. The expansion of the product range, together with the ability to take advantage of physical, digital and third-party network channels, makes it possible to fully Capitalse on cross-selling opportunities for customers, also through the integrated offer with other Group products, thereby increasing value for Poste Italiane as a whole.

FINANCIAL OBJECTIVES 

  • Revenue: €2.2 billion (2023: €1.4 billion).
  • EBIT: €0.7 billion (2023: €0.4 billion), with CAGR of 8%.

OPERATING OBJECTIVES

  • Expected PostePay Evolution portfolio of 10.8 million cards issued.
  • Expected card transactions with a CAGR up 11%, to reach €4.6 billion.
  • Customer base 2028 with 0.6 million Fibre and 2.5 million Energy customers.

The strategic objective of the Mail, Parcels and Distribution segment is to accelerate its transformation from a pure mail operator to a full logistics operator, ensuring the economic and environmental sustainability of its operations. Implementation of the strategy is based on streamlining of the distribution networks, consolidation of leadership in the B2C market and growth in the B2B and international segments through the introduction of specific offers and initiatives aimed at improving the customer experience. With this in mind, the strengthening of the contract logistics division to offer end-to-end solutions will continue. Through the implementation of these strategic guidelines, the segment aims to achieve a permanently stable operating profit over the term of the plan.

FINANCIAL OBJECTIVES 

  • Revenue: €3.9 billion (2023: €3.7 billion), with an increase in revenue from the Parcels segment exceeding the decline in the Mail segment. 
  • Revenue of the Parcels segment: €2.0 billion (2023: €1.4 billion). 
  • EBIT: €0.1 billion.

OPERATING OBJECTIVES

  • 369 million parcels in 2028. 
  • 30.000 pick-up/drop-off points by 2028 (>80 million parcels handled). 
  • Integrated logistics: 400k square metres of warehouses.

Financial Services aims to further evolve its service model to improve the coverage of customers and maximise their value, by combining the traditional physical model with the opportunities provided by technological innovation. The priorities of the Strategic Plan include growth in wealth management, thanks to the diversification of customer portfolios to optimise their risk-return profile, the integration of P&C policies within the advisory model and a renewed focus on loans, with particular emphasis on the salary-backed loan segment, also thanks to partnerships signed with leading operators in the sector. In addition, a commercial focus on the small business segment is expected.

FINANCIAL OBJECTIVES 

  • Revenue: €5.5 billion (2023: €5.2 billion).
  • EBIT: €0.9 billion (2023: €0.9 billion).

OPERATING OBJECTIVES

  • Total financial assets: a rise to €624 billion from €581 billion in 2023, with increased penetration of life products.
  • Loans disbursed: €3.4 billion (2023: €2.6 billion).

In Insurance Services, Poste Italiane aims to establish itself as an insurance operator capable of serving all customers’ investment and protection needs. The priorities of the Strategic Plan include strengthening the leading position in Life Investments & Pensions, continuing to offer clients safe and at the same time more profitable and capital-efficient products, with increasing integration of ESG principles into investment policies. Finally, the Protection segment’s strategy envisages increasing profitability through the evolution of the modular offering and the integrated advisory model, while also Capitalsing on the recent acquisition of the Net Insurance Group to increase access channels to the insurance offer (physical networks and third-party digital/insurtech channels).

FINANCIAL OBJECTIVES 

  • Revenue: €1.9 billion (2023: €1.6 billion).
  • EBIT: €1.6 billion (2023: €1.4 billion).
  • Net profit: 2% CAGR in the period 2023-2028. 
  • Solvency Ratio: >200%.

OPERATING OBJECTIVES

  • Life Investments & Pension gross premiums: €22.0 billion (2023: €17.8 billion).
  • Protection gross premiums: €1.5 billion (2023: €0.8 billion).