Kaleon Joins the Intermonte Valore Italia Index

MILAN--(BUSINESS WIRE)--Regulatory News:

Kaleon S.p.A. (“Kaleon” or the “Company”) (Paris:ALKLN) (MIL:KLN) - a company linked to the Borromeo family and specialized in the management and enhancement of major artistic, natural and museum heritage assets for tourism purposes, listed on Euronext Growth Milan (Ticker: KLN) and Euronext Growth Paris (Ticker: ALKLN) - is proud to announce that it has been selected as one of the 100 companies listed on the Borsa Italiana that make up the Intermonte Valore Italia Index, which is dedicated to SMEs with a market capitalisation of less than one billion euros and which are not included in the FTSE MIB.

The Index was created with the aim of enhancing the universe of Italian listed small and medium-sized enterprises, fostering a meeting point between entrepreneurship, capital markets and the broader national economic system. It represents a genuine cross-section of the finest expertise within the Italian economy, helping to broaden and diversify investment opportunities compared to traditional indices, for both domestic and international investors.

Companies are selected according to stringent technical and financial criteria designed to ensure adequate levels of liquidity, transparency and investability, including minimum free float, sound governance standards, analyst coverage, financial sustainability and leverage levels, as well as overall representativeness within the Index itself.

The Index is part of PMI2Change, the innovative project launched by Banca Generali on 1 July 2026 in the prestigious setting of Palazzo Mezzanotte, home of Borsa Italiana. The initiative aims to support the growth and competitiveness of Italian entrepreneurs by fostering the development of listed SMEs. The project addresses the issue of limited liquidity and valuation of small listed companies, helping to create more efficient conditions for the matching of capital and businesses.

The initiative builds on the expertise of Intermonte, a leading Italian financial operator with over thirty years of experience in financial markets—particularly in SME research, sales & trading, market making, and investment banking—now part of the Banca Generali Group since early 2025.

Building on the Index, Banca Generali, together with Investlinx and Intermonte, has launched a new actively managed, PIR-compliant ETF that will primarily invest in the universe defined by the Index itself. Banca Generali has committed to supporting the launch of the instrument with an initial fundraising target of €100 million in the first months, with a gradual increase in exposure up to €500 million in the medium term. The initiative is therefore expected to generate new investment flows of approximately €1–2 million per day, representing over 5% of the Index’s free float.

“Just six months after our listing, we are pleased to have received this recognition, which confirms the soundness of the path we have taken and of our business model” commented Vitaliano Borromeo, Chairman of Kaleon.

***

This press release is available at Borsa Italiana S.p.A., at the Company’s registered office and in the Investor Relations/Price-sensitive press releases section of the website www.kaleon.com.

For the dissemination of regulated information, Kaleon uses the eMarket SDIR system managed by Teleborsa S.r.l., with registered office at Piazza Priscilla 4, Rome.

About Kaleon
Kaleon is a company founded in 1983 by the Borromeo family, specialising in the management, protection, and enhancement of major artistic, natural, and museum heritage assets. Its business model is innovative, separating asset ownership from asset management, thereby promoting an entrepreneurial approach to operations. The Company’s core business, Terre Borromeo, is the brand that identifies the prestigious cultural and natural sites on Lake Maggiore linked to the Borromeo family, such as Isola Bella and Isola Madre in the Borromean Islands archipelago, the Pallavicino Park in Stresa, the Mottarone Park with its 500 hectares of forest, the Rocca di Angera on the Lombardy side in the province of Varese, and the Cannero Castles in Upper Verbano. With 225 employees and over 40 years of experience in the tourism sector, Kaleon positions itself as a pioneer in high-quality cultural tourism. In 2025, Kaleon welcomed more than one million visitors. In 2024, the Company reported revenues of €21.7 million, with an operating margin of approximately 25%. Following steady growth (2013–2024 CAGR of +11%), the Company now aims to expand its activities in Italy and internationally, offering authentic and sustainable cultural experiences for future generations.
For more informations: https://kaleon.com/