3i Group plc (OTCPK:TGOPY) Q2 2026 Earnings Call November 13, 2025 5:00 AM EST
Company Participants
Simon Borrows – CEO & Executive Director
James Hatchley – Group Finance Director & Executive Director
Silvia Santoro – Group Investor Relations & Sustainability Strategy Director
Conference Call Participants
Manjari Dhar – RBC Capital Markets, Research Division
Haley Tam – UBS Investment Bank, Research Division
Gregory Simpson – BNP Paribas, Research Division
Andrew Lowe – Citigroup Inc., Research Division
Jeremy Kincaid – Kempen & Co. N.V., Research Division
Christopher Brown – JPMorgan Chase & Co, Research Division
Presentation
Operator
Good day and thank you for standing by. Welcome to the 3i Group plc Half Year Results Presentation Webcast. [Operator Instructions] Please be advised that today’s conference is being recorded. I would now like to hand over to the Chief Executive of 3i Group plc Simon Borrows, to open the presentation. Please go ahead.
Simon Borrows
CEO & Executive Director
Good morning. Welcome to 3i’s interim results presentation. This was another good half for 3i. We delivered a total return of 13% and that gives us a net asset value per share at the end of September of GBP 28.57 compared to GBP 22.61 at the interims last year. That’s after the payment of 42.5p per share second dividend and a 78p per share gain on foreign exchange translation.
We ended the half with a gross investment return of 14% from private equity and 9% from infrastructure. Private equity delivered another good return with 98% of the portfolio by value, growing earnings in the 12 months to the end of June 2025. Action continued to deliver a very good performance, and we saw good growth from the broader consumer portfolio. We secured 2 good realizations in the first half as well as a significant capital restructuring and distribution from Action in October.
Credit: Source link
