London · Delayed Price · Currency is GBP · Price in GBX Oakley Capital Investments Earnings Call Transcripts
Fiscal Year 2026
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NAV per share rose to 782p in H1 2026, driven by strong portfolio performance and AI-focused investments. Four exits could return up to £200m in the next year, while share buybacks and liquidity initiatives aim to close the 33% share price discount.
Fiscal Year 2025
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NAV per share rose to 738p with a 6% annual return, and total shareholder return reached 15% in 2025. Portfolio diversification, strong M&A, and AI integration underpin future growth, while share buybacks and planned realizations support liquidity and capital discipline.
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NAV per share rose to 742p with a 7% H1 return and a five-year CAGR of 17%. Business services now leads sector allocation, and the VLEX sale drove significant NAV uplift. Active buybacks, strong pipeline, and FTSE 250 inclusion support a positive outlook.
Fiscal Year 2024
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NAV grew modestly to GBP 1.2bn in 2024, with 2% total return amid macro headwinds. Portfolio EBITDA growth averaged 15% organically (21% with M&A), and 2025 is expected to see accelerated NAV growth as recent investments mature and market conditions improve.
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NAV per share rose to GBP 7.08 with a 4% half-year return, driven by strong earnings growth and active deal-making. Realizations and new investments remain robust, with a record pipeline and continued focus on technology and founder-led businesses.