Publishing

Marina Berlusconi: 'Mondadori Group ready to seize opportunities'

For the company dividend of EUR 0.154 per share up by 10% and renewed authorisation for buyback and incentive plans

by Andrea Biondi

Marina Berlusconi, presidente del gruppo Mondadori ANSA

3' min read

Translated by AI
Versione italiana

3' min read

Translated by AI
Versione italiana

Marina Berlusconi chooses a message that is both industrial and cultural to interpret Mondadori's moment. "The Mondadori Group's 2025 results confirm the great success of the transformation completed in previous years: a profound transformation that has enabled the company to cope with structural and irreversible changes in the sector". It is from here that the chairman of the group starts, after the shareholders' meeting of 21 April, to vindicate the trajectory of a company that has now clearly shifted its industrial centre of gravity to books, as demonstrated by the latest operation: the acquisition of Hoepli's educational part.

"Our development is driven above all by books, from which 85% of consolidated revenues and margins derive, but also by important strategic operations in digital, such as the entry into Edilportale and the creation of Mondadori Digital". A step, this, that provides a good picture of the double leg on which the group intends to continue to walk: on the one hand the strength of the core publishing business, and on the other the targeted expansion into digital areas.

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In the words of the president, there is also the underlining of a resilience in a not simple framework: 'In an objectively complex market context, the Group has proven its solidity and adaptability. Thanks to a clear industrial vision, we have achieved positive results in every business area'. And it is this basis, according to Marina Berlusconi, that allows us to look ahead: 'These goals are the starting point for our future development. We look forward to 2026 with great confidence, strengthened by a multi-year plan focused on growth and efficiency objectives, which will consolidate our competitiveness and ability to generate value. The Group's capital strength also allows us to assess and seize any new opportunities that the market will be able to offer. Some important transactions are already being finalised'.

In short, Marina Berlusconi comments, 'the Mondadori Group is strong and robust, and this is good news for our country as well, because it shows how books are maintaining a great vitality. While social media and artificial intelligence are forced to always chase the latest update, the book has not changed despite its six centuries of age. And it still contributes, and every time, to opening the mind of those who read it'. Until the final lunge: 'For all this, I believe it is essential that publishers continue to invest in quality, culture and pluralism of ideas, and that institutions continue to support reading with effective tools. Not least because reading, especially in this world of ours invaded by disinformation and fake news, remains a fundamental garrison of freedom, critical spirit and democracy'.

On a strictly corporate level, the shareholders' meeting approved the financial statements for the financial year 2025. The parent company closed with a net profit of EUR 54 million, in line with the consolidated result. The go-ahead was also given for the proposed distribution of a dividend of EUR 0.154 per share, up by 10% compared to the previous year, totalling around EUR 40 million. The payout is close to 75% of net profit 2025, while the dividend yield indicated by the group is 7.3% compared to the share price on 31 December.

The payment will take place in two equal tranches of EUR 0.077 each, with dates set for May and November 2026. The shareholders' meeting also approved the renewal of the authorisation to purchase and dispose of treasury shares, up to a maximum of 10% of the share capital, thus confirming a financial and strategic flexibility instrument. A green light was also given to the remuneration chapters, the 2026-2028 performance share plan and the 2026 Mbo short-term incentive plan.

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