In the press release dated February 25, 2025, IDNTT, a MarTech Content Factory specializing in omnichannel content production, listed on the Euronext Growth Milan market and the “Quotation Board” segment of the Frankfurt Stock Exchange, reviewed the preliminary results for the fiscal year 2024 and approved the Business Plan for the 2025-2027 three-year period.
The Business Plan outlines significant financial targets, including revenues ranging between €38.00–47.00 million, EBITDA in the range of €7.50–11.00 million, and a cash-positive Net Financial Position (NFP) in the range of €2.50–4.50 million by 2027. These goals will be achieved through the continuous integration of artificial intelligence into production processes, the creation of synergies among the Group’s various companies, the transformation of social media influencers into consumer brands, and expansion into new geographic markets such as Azerbaijan and the Arab countries, while maintaining a strong focus on the core business of content production.
The Group’s 2025-2027 Business Plan is structured around eight key strategic pillars that will guide IDNTT in strengthening its leadership position in the content market, fostering innovation, efficiency, and sustainability.
First, the Group aims to evolve from a MarTech Content Factory into an AI-Tech Content Factory by investing in its proprietary AI-Tech platform. This transformation involves integrating generative artificial intelligence tools to reduce time and resource requirements, optimizing production and control processes, with the objective of lowering content production costs annually. Second, the Group seeks to maintain a double-digit EBITDA margin, at least twice the industry average. In parallel, IDNTT will continue to streamline processes and leverage internal synergies by eliminating cultural and geographical barriers between its various companies and production teams. Another key aspect is maintaining an agile organization that prioritizes speed, flexibility, innovation, partnerships, and investments. This approach will enable the Group to rapidly adapt to market developments and customer needs. Regarding its client base, IDNTT aims to sustain high retention rates and expand its customer portfolio by broadening the range of services and products offered by its various subsidiaries, as well as through in-house research and development. Growth in the B2B market will be pursued both internally through an Open Innovation model and externally via M&A activities. In the B2C market, the plan includes strategies to enhance the value of content creators’ communities, transforming talents into brands and their communities into consumers. Finally, the Group will maintain a strong focus on environmental, social, and governance (ESG) aspects, with the goal of achieving certified carbon-neutral production by 2027.
As previously mentioned, in addition to organic growth, IDNTT will continue to seek acquisition opportunities to integrate new capabilities or access additional markets. Content will remain the Group’s core business, evolving into a technology-driven model capable of expanding the scope of media channels, user targets, languages, cultures, and markets by leveraging synergies among the Group’s companies. The adoption of advanced technologies, supported by artificial intelligence models, will enhance internal processes and content production for clients, delivering innovation and efficiency in terms of time, costs, and outcomes.
The production and distribution of content for the B2B market will continue to represent a fundamental pillar of the Group’s offering, accounting for at least 80.0% of total revenue. The Group provides targeted solutions to support companies in managing their communication strategies and strengthening their digital and offline presence through an integrated approach across various strategic areas. In the eCommerce sector, the Group offers a comprehensive service that ranges from creating product sheets and visual content, such as photography and video shoots, to the operational management of clients’ digital platforms. This includes data integration into Content Management Systems (CMS) and continuous website performance monitoring. Additionally, the Group produces promotional materials, both digital and traditional, including advertisements, banners, newsletters, video commercials, landing pages, brochures, and catalogues, with a strong emphasis on distribution and performance tracking. A key area of focus is the creation of content for OTT TV streaming platforms. The group develops and distributes video formats and branded content for services such as YouTube, Netflix, Amazon Prime, and DAZN, catering to the demands of the digital entertainment market. In parallel, social media communication plays a crucial role, encompassing the management of corporate profiles on LinkedIn, YouTube, Instagram, TikTok, and Facebook. The Group produces dynamic content such as posts, reels, and live sessions while actively moderating online communities to foster engagement.
The in-store presence is enhanced through the production of content for in-store TV and Out-of-Home (OOH) channels, including high-quality video materials—also in 3D—tailored for store video walls and advertising spaces selected by clients. Furthermore, the Group develops influencer marketing strategies, collaborating with an exclusive network of talents and content creators to promote brands, products, and services through original, engagement-driven content. Event organization represents another strategic asset, with the design and execution of corporate communication initiatives such as new store openings, conventions, product launches, and corporate meetings. Complementing this, the Group offers public relations and media relations services, which include defining communication strategies and managing stakeholder and media relations. This involves producing press releases distributed across TV, radio, print, and online media. The Group is also responsible for managing the “last mile” of communication, ensuring the setup and continuous updating of marketing materials in retail stores, both physically and digitally, including the operation of digital signage systems. Lastly, the omnichannel customer care service guarantees seamless interaction with corporate communities through multiple channels, including social media, digital chat services, and telephone assistance, providing continuous and personalized support.
Thanks to this integrated offering, the Group positions itself as a strategic partner for businesses, providing comprehensive and innovative solutions to optimize their communication strategies and strengthen their relationship with their target audience.
In addition to these corporate services, the 2025-2027 Business Plan includes an expansion into the consumer market. In both the B2C and B2B2C segments, the Group aims to unlock the full potential of the talents managed by its subsidiary In-Sane, transforming them into true brands and converting their follower communities into active consumers. This objective will be pursued through a joint venture strategy with leading industrial partners, focusing on three key sectors. In the gaming industry, the Group will leverage the IDNTT+ platform to develop digital entertainment and gaming experiences, capitalizing on the popularity and influence of content creators. These creators will be responsible for promoting and marketing the products within their communities, fostering an authentic and highly engaging communication model. In the Food & Beverage sector, the Group operates through STAR KITCHEN, a company 51.0% owned by IDNTT and 49.0% by KUIRI, which is controlled by the Del Vecchio family through the LMDV Capital fund. The goal is to replicate the success of established formats such as “Meet Crew,” “Mollica o Senza,” and “L’Antico Vinaio”, developing new food retail brands that leverage the popularity and communication skills of talents to attract and retain customers. In the travel sector, the recent joint venture with DONNAVVENTURA aims to create and enhance digital travel content. The project includes both the production of new travel experiences and the re-editing of library content, to develop a network of travel-specialized content creators. Additionally, a DONNAVVENTURA-branded travel catalogue will be created in collaboration with a leading industry operator, to replicate successful models such as “WeRoad” and “Avventure nel Mondo”.
Through this strategy, the Group aims to strengthen its presence in the consumer market, innovating business models and leveraging synergies between digital entertainment, influencer marketing, and new commercial opportunities.
Based on the statements in the press release, while awaiting a meeting with the management team for an analysis of the annual results, we confirm our recommendation: Target Price € 6.60, rating BUY e risk MEDIUM. |
