Reply stock reports 7.40 percent revenue growth after index exit

Reply (ISIN IT0005282865) was trading at EUR 117.80 on Borsa Italiana on September 24, 2026 at 11:08 a.m. CEST, down 1.83 percent. The latest market catalyst was the company's removal from the FTSE All-World Index, while its first-half results showed continued expansion in revenue and profitability.

Revenue grows 7.40 percent

According to Business Wire on July 30, 2026, Reply reported first-half 2026 consolidated turnover of EUR 1,311.9 million, up 7.40 percent from EUR 1,221.3 million in the same period of 2025. First-half EBITDA increased to EUR 233.2 million from EUR 223.7 million, lifting the margin to 17.80 percent.

The second quarter supplied the stronger operating comparison. Revenue reached EUR 667.0 million, an 8.70 percent increase from the second quarter of 2025, while EBITDA was EUR 121.2 million and EBIT was EUR 94.6 million, according to Business Wire.

Profitability remains high

Reply's first-half EBIT was EUR 189.7 million, compared with EUR 188.4 million in the prior-year period, giving an EBIT margin of 14.50 percent. Pre-tax profit rose to EUR 194.1 million from EUR 179.4 million, a comparison that shows stronger earnings conversion even as EBIT growth stayed limited.

Financial flexibility also remained material. The company reported a positive net financial position of EUR 402.0 million at June 30, 2026, compared with EUR 643.0 million at March 31, 2026 and EUR 467.6 million at December 31, 2025, according to Business Wire.

Index exit changes the setup

MarketScreener reported on September 21, 2026 that Reply had been removed from the FTSE All-World Index. The change matters because index-tracking funds must adjust holdings, making passive ownership a counter-factor to the company's operating growth.

The same MarketScreener page listed a consensus rating of Buy from 11 analysts and an average price target of EUR 153.36. That estimate sits alongside the index change as a separate market variable, while the next scheduled quarterly results are set for November 12, 2026, according to Reply.

Reply stock trades at EUR 117.80

Reply stock was trading at EUR 117.80 on Borsa Italiana on September 24, 2026 at 11:08 a.m. CEST, with a daily change of negative 1.83 percent. The combination of 7.40 percent first-half revenue growth and the FTSE All-World exit gives investors two measurable forces to track into the November results.

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