London · Delayed Price · Currency is GBP · Price in GBX Bridgepoint Group Earnings Call Transcripts
Fiscal Year 2026
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First half results surpassed expectations with 78% EBITDA growth and strong fundraising momentum. AUM rose 38% year-over-year, and record capital was returned to investors, driven by major exits. The group remains confident in meeting its revised fundraising targets.
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The acquisition of a leading U.S. real estate platform adds GBP 22 billion AUM, diversifies the group’s product suite, and is expected to be highly accretive, with significant cross-sell and growth opportunities. The deal is strategically timed, balances AUM across geographies, and positions the group for long-term leadership in value-added alternatives.
Fiscal Year 2025
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Delivered 2025 results ahead of expectations, with 24% AUM growth, strong fund performance, and robust exits. Confident in reaching EUR 24 billion fundraising target by end-2026, with EBITDA margin guidance of 55%-60% and continued platform diversification.
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Strong H1 performance with AUM up 20% year-over-year and robust fundraising progress toward a €24bn target by 2026. EBITDA margin guidance reaffirmed, with continued capital returns and new product launches supporting growth.
Fiscal Year 2024
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Delivered record financial results in 2024, with EBITDA nearly doubling and AUM up 80% year-over-year. Upgraded fundraising target to EUR 24 billion by 2026, supported by strong deployment, exits, and diversification following the ECP transaction.
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Ambitious plans target $200bn AUM in 5–6 years through organic growth and M&A, with a disciplined focus on performance, diversification, and platform expansion. Top-quartile fund performance, strong exit activity, and new product innovation—including evergreen vehicles and private wealth channels—support continued growth and margin improvement.
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H1 2024 results exceeded expectations, with strong fundraising, deployment, and fee growth driving upgraded guidance for 2024 and 2025. Pro forma EBITDA reached £145m, AUM rose to €67.3bn, and new private wealth initiatives are underway.