Overview
- The Treasury filed its slate for Poste Italiane, backing chair Silvia Rovere and CEO Matteo Del Fante for a fourth term and naming four board nominees, while fund group Assogestioni submitted a minority list.
- Through a 29.26% direct stake and roughly 35% via state lender Cassa Depositi e Prestiti, the state controls Poste and is steering a coordinated refresh of boards across major listed companies.
- Filings are due by April 13 for Eni and Leonardo, with Enel on April 17, and shareholder meetings set in May for Terna and Enav, according to the published calendars.
- Continuity is expected at Eni and Enel, with reports pointing to another term for Eni CEO Claudio Descalzi and a reconfirmation for Enel CEO Flavio Cattaneo, while potential changes include Andrea De Gennaro for Eni’s chair and uncertainty over Enel chair Paolo Scaroni.
- Leadership at Leonardo and Terna remains unsettled, with Roberto Cingolani’s renewal at Leonardo requiring top-level political sign-off and Giuseppina Di Foggia seen as a strong candidate to stay at Terna, as gender-balance rules and coalition tensions shape choices that may also affect Enav.