London · Delayed Price · Currency is GBP · Price in GBX Tatton Asset Management Earnings Call Transcripts
Fiscal Year 2026
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Revenue and profit grew strongly year-over-year, with margins and dividends both rising significantly. AUM reached GBP 26.5 billion, and the business remains debt-free with robust cash generation. Guidance for FY 2027 is reaffirmed, and market share continues to increase.
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Strong organic growth drove FUM to GBP 27.1 billion, with revenue and profit up over 19% year-over-year. Guidance remains positive despite the upcoming loss of Perspective AUM, and capital deployment is focused on organic expansion and strategic investments.
Fiscal Year 2025
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Delivered record net flows and double-digit revenue and profit growth, with strong IFA network expansion and robust cash generation. Confident in reaching GBP 30 billion AUM target organically, despite the Perspective contract loss, and maintaining competitive pricing and margins.
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Exceptional organic inflows and AUM growth drove strong revenue and profit increases, with margins above 50% and a robust balance sheet. Strategic focus remains on organic growth, targeting £30 billion AUM by FY29, while competitive and execution risks are closely managed.