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Shares in Italy's Nexi Fall as Longtime CEO Steps Down

  • Finance chief Bernardo Mingrone to succeed Paolo Bertoluzzo as CEO
  • Payments sector under pressure amid technological change
  • Former CEO failed to address investors concerns at strategy day
  • Shares down 2%

MILAN, March 26 (Reuters) - Shares in Italy's ‌Nexi fell on Thursday, underperforming a weak Milan market, after Europe's biggest payments company said its long-serving CEO would step down.

Nexi said late on Wednesday finance chief Bernardo Mingrone would replace Paolo Bertoluzzo, who led the company ​for a decade, overseeing its 2019 listing, its acquisition-fuelled expansion and its struggle with ​a plummeting share price as the wider sector came under pressure.

Sources familiar ⁠with the matter said Bertoluzzo, who submitted his resignation a few days ago, brought forward ​a planned handover to Mingrone after a March 5 capital markets day share slump, having lost ​board support.

A Milan-based trader said the change in CEO was not negative in itself, as a new leader could help the embattled group turn a page, but in the short term it added uncertainty.

Nexi shares were ​down 2% at just under 3 euros by 1255 GMT, against a 1.3% drop in ​Italy's blue-chip index.

Nexi listed at 9 euros a share and hit a record high above 19 euros in ‌2021.

'CHALLENGING ⁠TIMES'

Payments firms soared after the pandemic-driven boom in e-commerce, but their shares later sank as rapid technological change fuelled concerns that new entrants could outpace incumbents such as Nex

Bertoluzzo's exit came after a sharp sell‑off in Nexi shares to an all‑time low after he unveiled a new three‑year strategy this month, ​failing to address investor ​unease.

Mingrone also acted ⁠as deputy general manager and CEO of the Nexi Payments unit.

"Mingrone is taking on the role of CEO in challenging times, as Nexi faces ​revenue headwinds from contract losses and increased competitive threats in core ​markets, putting, in ⁠our view, pressure on future re-acceleration and profitability," Jefferies said in an analyst note.

"That said, Mingrone demonstrated strong execution in restructuring Nexi's balance sheet post-IPO and throughout the European consolidation phase."

He is ⁠due to ​be replaced as CFO by Piergiorgio Pedron, whose appointment, ​effective April 1, was announced in January.

Reporting by Valentina Za and Elvira Pollina: Additional ​reporting by Giancarlo Navach and Alvise Armellini, Editing by Mark Potter, Keith Weir and Susan Fenton

Source: Reuters


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