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Moving Forward, But Not Too Fast

, by Renata Trinca Colonel and Stefano Cavallazzi - Dept. of Decision Sciences, Bocconi, translated by Alex Foti
A research study by SDA Bocconi School of Management takes a snapshot of 45,000 Italian SMEs, by focusing on their business performance and financial solidity

Have Italian small firms recovered from the crisis? The answer comes from the study conducted by SDA Bocconi's SME Observatory on a sample of 45,000 firms with turnover comprised between 5 and 50 million euros.

The study focused on the economic and financial performance of Italian small and medium firms in the 2008-2013 period. It found that in 2013 they had increased their sales by 4% since the crisis, and performed well in terms of profitability (average ROI of 7.2% for the period considered). This is not mainly due to revenues made on sales, however, but to high capital turnover (which increased in the 2011-2013 period). In terms of financial solidity, entrepreneurs are engaged in a constant struggle to improve the capital structure of their companies, by reducing debt exposure (-5.5 billion euros in 2012) and increasing available liquidity (+4.8 billion euros in two years). These two pieces of data send a clear message when combined with a third trend: companies with negative net financial exposure (thus with liquid assets higher than financial debt) have increased from 33.2% to 35.9%, thus highlighting prudence or outright reluctance in taking on new investment projects.

The study has also selected 1,639 SMEs that show themselves to particularly resilient, growth-oriented, and have strong ROIs and capital parameters. Such firms are larger than the sample mean size and tend to have a longer history. The growth of their sales (8.2% p.a, on average), and their profitability (average ROI of 15.7%) puts them in a league of their own, as they outperform the rest of the sample by a factor of at least 2.

And what about the food & agriculture industry? In 2013, the industry counted 2,836 firms. It is a small group with good performance indicators: growth in revenues is higher than 6%. Although profitability is lower than in manufacturing, it shows an upward trend. Also industry-level financial solidity is among the best in cross-industry analysis, thus making food & agriculture a sector with high potential for growth. Agribusiness remains an industry where life is easier with respect to the rest of SMEs: the percentage of active firms is higher than elsewhere, especially in food & beverage.

Summing up, the sun does not yet shine over Italian SMEs, in spite of several signs pointing toward economic recovery. However improving financial solidity is a clear signal of actual business potential. The Italian food & agriculture industry is small but promising: it will have to prove it knows how to capitalize on the media attention gained this year thanks to the World Fair. Expo Milano 2015 has been a showcase of what can be done to attain sustainable economic value in the near future.