BREAKING NEWS

In press releases dated July 30 and 31, 2025, Promotica SpA, a loyalty agency specializing in the development of marketing solutions aimed at increasing sales, customer loyalty, and brand advocacy, announced (i) the approval of its preliminary consolidated revenues and key KPIs as of June 30, 2025, and (ii) the disposal by its subsidiary Grani & Partners of a stake in Preziosi Food to Foster Clark Products. The Company reported preliminary consolidated revenues of € 67.20 million, up by 10.7% compared to € 60.70 million in the first half of 2024, confirming the effectiveness of its operating model and its growing ability to capture demand for marketing solutions both in Italy and abroad. Notably, the Group recorded strong growth in international markets, increasing from approximately € 2.00 million as of June 30, 2024, to € 4.70 million in the first half of 2025, reflecting the momentum from its international expansion strategy. In the first six months of 2025, Promotica managed 222 promotional campaigns, with 111 active clients, an average campaign value of approximately € 0.26 million, and the support of 129 suppliers, including 15 exclusive partners. Several campaigns stood out during the period, carried out in collaboration with leading players in the mass retail sector. These include the “Alessi Edo” short collection for Coop Italia, the “Move with Style” campaign for Conad—focused on active lifestyles and supported by iconic brands such as Bianchi and Garmin—the “Sonic CalamitiCar 2025” loyalty collection for Eurospin, and most notably, the debut of Esselunga in Promotica’s client portfolio with a short collection dedicated to Smeg’s “50’s Style” product line. To complete an especially dynamic semester, on July 31, 2025, Promotica announced that its 80.0%-owned subsidiary, Grani & Partners SpA, sold a 9.7% stake in Preziosi Food SpA to Foster Clark Products Limited, a leading Maltese group in the food sector. The transaction, completed on July 31, 2025, was valued at € 3.30 million, subject to adjustments based on the net financial position at the same date. The asset disposed of consists of a stake in a major Italian company active in the production of savory snacks, with a strong presence in the Private Label channel and a well-established proprietary brand: Preziosi Food SpA, owner of the “Salati Preziosi” brand. The company is majority-owned by investment funds managed by Vertis SGR and HAT Sicaf, while the remaining shares are held by Grani & Partners and other investors. The proceeds from the transaction will be used to support new strategic projects within the Group, aimed at accelerating organic growth and international expansion, both for Promotica and for Grani & Partners. In light of the strong performance in the first half of the year, the proven execution capabilities in campaign management, the expansion of the client portfolio, and the effective strategic reallocation of capital through the disposal of the Preziosi Food stake, we confirm our recommendation: Target Price € 7.50, BUY Rating and Medium Risk.

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