Bridgepoint Group Earnings Call Transcripts
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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The group targets $200 billion AUM in 5-6 years, driven by organic growth, M&A, and new products, with a focus on mid-market private equity, credit, and infrastructure. Strong fund performance, disciplined capital deployment, and expansion into private wealth and new geographies underpin ambitious financial and operational targets.
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Interim results exceeded expectations with strong growth in FRE, PRE, and AUM. Upgraded 2024/25 guidance reflects robust fundraising, deployment, and exit activity, while the ECP transaction awaits U.S. regulatory approval.