France · Delayed Price · Currency is EUR Eurazeo SE Earnings Call Transcripts
Fiscal Year 2026
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Q1 2026 saw 11% fundraising growth to EUR 1.1bn, with AUM up 7% to EUR 39bn and strong private debt inflows. Fee-paying AUM and management fees rose, while portfolio companies delivered robust revenue growth. Share buybacks continued and new fund launches are underway.
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The AGM highlighted strong asset management growth, increased dividends, and robust fundraising, despite negative value creation and share price challenges. All resolutions, including board renewals and compensation policies, were approved, with a continued focus on sustainability and governance.
Fiscal Year 2025
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Fundraising and AUM grew strongly in 2025, with robust performance across private equity, debt, and wealth solutions. Portfolio value dipped slightly due to market factors, but operational metrics and capital returns to shareholders remained strong.
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Fundraising and AUM growth outpaced a declining market, with EUR 3.2 billion raised and AUM up 5%. Realizations and exits were strong, with disposals at a premium and robust operational metrics. Shareholder returns and operational efficiency targets are on track, with continued international expansion and AI integration.
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Fundraising and AUM growth remained robust in H1 2025, with strong asset management performance and disciplined cost control. Value creation is expected to be flat or slightly negative for the year, mainly due to FX and cautious market calibration.
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Q1 2025 delivered strong fundraising, AUM growth, and robust portfolio company performance, with significant asset rotation and a solid outlook for further exits and share buybacks. Market conditions remain uncertain, but fundraising and deployment momentum continue.
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The meeting reviewed strong asset management growth, robust fundraising, and a strategic shift toward private markets and impact investing. All resolutions, including a 10% dividend increase and board renewals, were approved. Governance and executive compensation policies were refined to align with long-term value creation.
Fiscal Year 2024
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Fundraising and asset management growth exceeded targets in 2024, with strong operational performance across segments but portfolio value impacted by legacy asset write-downs. Capital returns to shareholders increased, and the outlook for 2025 is robust, with a focus on asset rotation and new fund launches.
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Fundraising surged 76% year-over-year to EUR 3 billion, with AUM reaching EUR 35.5 billion and strong growth in private debt and equity. Asset rotation and realizations accelerated, though exit pace remains below historical norms. Management reiterates 15% annual fee growth target.
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Fundraising surged 63% year-over-year to €2.1 billion, with strong AUM and fee growth, improved operational efficiency, and enhanced shareholder returns. Asset rotation and exits accelerated, while new funds and international expansion support future growth.