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Financial
Nexi shares plunge 22% to record low after cautious three-year plan unveiled
What happened
On 5 March 2026, Nexi shares plunged 22% to record low. FY 2025: revenue €3.59B (+2.1%), EBITDA €1.9B (+2.3%). 2026 guidance disappointed (3.5-4.5% vs 6% consensus). CEO Bertoluzzo announced transition to steady cash flows. €3.7B goodwill writedown on Nets and other acquisitions.
Why it matters
Lower-growth model and record share decline could constrain terminal procurement. Revenue acceleration not expected until 2028 — near-term pressure on discretionary spending including terminal refresh across Italy, DACH, Nordics.
What to watch
Monitor Q1 2026 results (May 2026). Track contract renegotiations in DACH and Nordic regions.
Sources
Related news
- 17 Sep 2026Nexi puts ReFiBuy's catalogue optimisation behind its merchant base for AI shopping agents
- 3 Sep 2026Nexi opens Campania's public transport to JCB and UnionPay tap-and-go
- 29 Jul 2026Nexi H1 2026: revenue +1.0%, 5% underlying as Italian bank contract losses bite
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