Sesa SpA
F:1S3
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Sesa SpA
Sesa SpA, founded in 1973 in Empoli, Italy, has evolved into a prominent player in the technology sector, serving primarily as a value-added distributor in the IT industry. The company's journey is akin to a meticulously crafted strategy unfolding in the competitive landscape of technology distribution. Initially, Sesa distinguished itself by delivering IT solutions and services, establishing a strong foothold in the Italian market. Over time, it expanded its operations to encompass the entire European market, leveraging its in-depth understanding of customer needs and advanced technological trends. Sesa’s business model centers around identifying top-tier IT products and solutions and efficiently channeling them to an array of business clients, ranging from multinational corporations to small and medium enterprises (SMEs).
In its quest to remain at the forefront of IT services, Sesa has embraced a holistic, customer-centric approach, integrating value-added services such as managed services, cloud computing, and digital transformation solutions. By aligning itself with leading global technology companies, Sesa positions itself as a key partner in navigating the digital ecosystem. Its revenue model is primarily driven by distributing cutting-edge IT products while layering additional profits through consulting services and tailored technological solutions. The company’s adeptness at anticipating market shifts and its strategic acquisitions of smaller, niche players have allowed it to maintain robust growth and expand its competitive edge. Through this integrative methodology, Sesa not only propels its own financial success but also supports its clients in achieving technological advancement and operational excellence.
Sesa SpA, founded in 1973 in Empoli, Italy, has evolved into a prominent player in the technology sector, serving primarily as a value-added distributor in the IT industry. The company's journey is akin to a meticulously crafted strategy unfolding in the competitive landscape of technology distribution. Initially, Sesa distinguished itself by delivering IT solutions and services, establishing a strong foothold in the Italian market. Over time, it expanded its operations to encompass the entire European market, leveraging its in-depth understanding of customer needs and advanced technological trends. Sesa’s business model centers around identifying top-tier IT products and solutions and efficiently channeling them to an array of business clients, ranging from multinational corporations to small and medium enterprises (SMEs).
In its quest to remain at the forefront of IT services, Sesa has embraced a holistic, customer-centric approach, integrating value-added services such as managed services, cloud computing, and digital transformation solutions. By aligning itself with leading global technology companies, Sesa positions itself as a key partner in navigating the digital ecosystem. Its revenue model is primarily driven by distributing cutting-edge IT products while layering additional profits through consulting services and tailored technological solutions. The company’s adeptness at anticipating market shifts and its strategic acquisitions of smaller, niche players have allowed it to maintain robust growth and expand its competitive edge. Through this integrative methodology, Sesa not only propels its own financial success but also supports its clients in achieving technological advancement and operational excellence.
Revenue Growth: Sesa reported first half 2026 revenues of EUR 1.6 billion, up 12% year-over-year, with a significant acceleration in Q2.
Profitability: EBITDA rose to EUR 114 million, up 11.4% year-on-year, and net profit adjusted was EUR 50 million, up 17% year-on-year.
Strong Sector Performance: All group sectors contributed positively, with notable outperformance in Digital Green VAS (up 26%) and Business Services (up 7%).
Guidance Confidence: Management confirmed guidance for the year and indicated expectations are now at the upper end for revenue, EBITDA, and net profit.
CapEx and M&A: Full-year investment guidance of EUR 80 million confirmed, including EUR 35 million for M&A and EUR 52–55 million for CapEx.
Shareholder Returns: Dividend of EUR 1 per share approved, payout ratio increased to 40%, and share buyback program raised to EUR 25 million.
AI and Efficiency: AI and automation are being embedded across business lines to boost efficiency and margins, with further investments planned.
