France · Delayed Price · Currency is EUR Tikehau Capital Earnings Call Transcripts
Fiscal Year 2025
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2025 marked a record year with robust growth in AUM, profitability, and global fundraising, driven by strong performance in private equity, credit, and real assets. The outlook targets EUR 60 billion AUM and higher margins by 2026, with a focus on harvesting, cost discipline, and strategic capital allocation.
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Record inflows and strong financial growth marked H1 2025, with private equity and credit strategies driving performance. Profitability and AuM rose sharply, supported by global expansion and innovative products, while the firm remains well positioned for future growth.
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The AGM highlighted strong financial growth, with AUM surpassing $50 billion and a 9% rise in net income before tax. All resolutions, including a 7% dividend increase and board changes, were approved. Strategic focus remains on international expansion, sustainability, and innovation.
Fiscal Year 2024
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Record fundraising and AUM growth in 2024, with strong performance in credit and private equity, robust cash generation, and a positive outlook for 2025. Real estate remains challenging but offers contrarian opportunities, while sustainability and international expansion continue to drive progress.
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Record H1 fundraising of EUR 3.4 billion and 12% AUM growth were driven by strong private debt, CLO, and international client inflows. Management expects accelerated fundraising and revenue in H2, with robust pipelines in key strategies and continued focus on sustainability and disciplined cost control.