Stock Markets August 27, 2026 03:16 AM

Iliad posts modest rise in core profit as Italian operations accelerate growth

Group sees EBITDA after leases of €2 billion in H1 2026, subscriber gains driven by mobile

By Maya Rios
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Iliad reported a 2.2% increase in half-year core profit, supported primarily by stronger performance in Italy. The French telecom group recorded EBITDA after leases of €2 billion in the first half of 2026 and consolidated revenue of €5.24 billion, with Italy delivering double-digit revenue growth and mobile customer additions boosting the total subscriber base to 52.5 million at the end of June.

Iliad posts modest rise in core profit as Italian operations accelerate growth
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Key Points

  • Iliad's half-year core profit rose 2.2% with EBITDA after leases of €2 billion in H1 2026.
  • Consolidated revenue increased 3% to €5.24 billion; Italy led growth with revenue up 10.2% to €665 million.
  • The company added 300,000 subscribers in Q2, taking total subscribers to 52.5 million; growth was driven by mobile while fixed-line remained flat.

Iliad registered a 2.2% rise in its half-year core profit, the company said, with results bolstered by a robust showing in its Italian business.

For the first half of 2026 the group reported earnings before interest, taxes, depreciation and amortization and after leases of €2 billion, equal to approximately $2.3 billion. Consolidated revenue for the six-month period totaled €5.24 billion, an increase of 3% compared with the prior year.

Geographically, France remained the largest revenue contributor with €3.32 billion, up 1.5% year-on-year. Italy delivered the strongest growth rate, with revenue rising 10.2% to €665 million. Poland reported revenue of €1.26 billion, up 3.5% from a year earlier.

The group added 300,000 subscribers in the second quarter, lifting its overall customer base to 52.5 million at the end of June. Growth was concentrated in mobile services, while fixed-line subscriber counts were broadly flat over the period.

By market, France closed the quarter with 23.4 million subscribers. Both Italy and Poland contributed roughly 100,000 new customers each during the quarter, bringing their respective totals to 13.3 million and 15.8 million subscribers.

The results underline a continued shift toward mobile-driven expansion for Iliad, with Italy delivering a notable contribution to revenue growth in the first half. The company’s consolidated revenue and the EBITDA-after-leases metric both rose modestly year-on-year, reflecting the combined performance of its core markets.


Key points

  • Iliad reported a 2.2% increase in half-year core profit and EBITDA after leases of €2 billion in H1 2026.
  • Consolidated revenue reached €5.24 billion, up 3% year-on-year, with Italy showing the strongest revenue growth at 10.2%.
  • The group added 300,000 subscribers in Q2, taking the total to 52.5 million; mobile customers drove the gains while fixed-line numbers were largely unchanged.

Risks and uncertainties

  • Reliance on mobile customer additions to sustain top-line and subscriber growth - impacts telecom and consumer communications sectors.
  • Relative stagnation in fixed-line subscriptions could limit revenue diversification - affects broadband and fixed-network segments.
  • Concentration of stronger growth in one market (Italy) introduces geographic revenue concentration risk - relevant to international operations and revenue stability.

The figures reported reflect Iliad’s performance for the first half of 2026 and the position at the end of June. No further commentary or forecasts were provided in the information released.

Risks

  • Dependence on mobile subscriber growth to sustain revenue expansion - impacts telecom and consumer communications sectors.
  • Little change in fixed-line subscriber numbers could constrain revenue diversification and affect fixed-network services.
  • Concentration of fast growth in Italy raises geographic concentration risk for consolidated revenue streams.

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