Pollen Street Group Earnings Call Transcripts
Fiscal Year 2025
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AUM grew 30% year-on-year to GBP 7.1 billion, with strong fundraising and fee income growth. Private equity and credit strategies both exceeded targets, while recurring revenues and disciplined capital allocation underpin robust profitability and future scaling.
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AUM grew 35% year-over-year to £6.1 billion, with strong fundraising and deployment in both private equity and credit. Recurring management fees now drive earnings, and profitability surged with a 112% increase in fund management EBITDA. Ongoing capital returns and a robust outlook support long-term growth.
Fiscal Year 2024
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2024 saw record AUM growth, strong fundraising, and a shift to fund management as the main revenue driver, with EBITDA margin expanding to 39%. Outlook remains positive, targeting GBP 10 billion AUM and a progressive dividend policy.