Tim still changes properties. It is the fifth time since it was privatized in 1997: an arch that starts from the Po Valley of Colaninno and Gnutti to Poste Italiane having purchased the quota share is now the main shareholder of the group with 24.8%. This passage certainly destined to remain stable for a long time opens to multiple scenarios that could redefine the panorama of telecommunications in Italy.
Synergie on site
Banca Akros analysts highlight how this purchase represent an opportunity to generate industrial synergies between the two companies, with the aim of consolidating the telecommunications market in Italy. In particular, the presence of posts as TIM’s first shareholder could encourage more solid governance and open new opportunities for strengthening Tim’s capital structure, with potential costs of costs and a significant increase in the Abitda.
The synergies between Poste and Tim could manifest themselves in various areas. A strategic collaboration area concerns network and mobile services: Postepay’s collaboration with TIM mobile network from 2026 could offer mutual advantages, allowing Poste to integrate its payment services with the solid TIM mobile infrastructure. In addition, the vast network of post offices of Poste Italiane (over 12,400 points of sale) could represent a privileged channel to expand the penetration of TIM services in the consumer segment.
Even on the industrial partnership front, there are important developments. Equita and Mediobanca analysts point out that the alliance between the two companies could also extend to complementary sectors such as ICT services, IT security, and medium content, with the possibility of also exploring new opportunities in the context of energy and insurance and financial services.
The role of Iliad. One of the most interesting aspects of the operation concerns the possible involvement of Iliad, one of the emerging actors in the telecommunications market in Italy. According to analysts, the integration between TIM and Iliad – especially as regards the consumer activities of both companies – could be a decisive move for the consolidation of the Italian telecommunications sector. The ongoing negotiations suggest that such fusion could lead to greater competitiveness and an optimization of resources.
The judgment of analysts
Financial analysts look favorably on the new share structure of TIM, recognizing the strategic value of the entrance to the post office. The vision of Poste, in fact, is seen as a positive factor for the group, which could benefit from a more stable management and more efficient governance. According to Equita, the synergy between Poste and Tim will have a significant impact, with the possibility of optimizing costs and increasing operational efficiency. The focus on the consolidation of the telecommunications market in Italy is considered crucial to guarantee the competitiveness of both realities.
At the same time, Intermonte’s analysts warn that the potential synergies need more in -depth analysis, which will probably be detailed in the next joint industrial level of Tim and Poste. If the forecasts materialize, the economic benefits deriving from the collaboration could be considerable, with savings on costs and a potential increase in the Abitda which, according to some estimates, could go up to 24% on the domestic TIM market.
