Anima Holding SA (BSP:ANIM3)
R$ 2.67 -0.080 (-2.91%) Market Cap: 1.01 Bil Enterprise Value: 5.69 Bil PE Ratio: 7.42 PB Ratio: 0.42 GF Score: 81/100

Q4 2024 Anima Holding SA Earnings Call Transcript

Mar 21, 2025 / 01:00 PM GMT
Release Date Price: R$2.2 (-1.79%)

Key Points

Positve
  • Anima Holding SA (BSP:ANIM3) reported a significant increase in assets, reaching 204 billion by the end of 2024.
  • The company achieved almost 1 billion in net inflows for the year, with an 8.6% weighted average performance of assets.
  • Total revenues increased by 44% compared to the previous year, reaching €530 million.
  • Net profit saw a substantial rise of 53%, amounting to approximately €228 million.
  • The company proposed a dividend increase of 80% compared to last year, demonstrating strong cash generation and shareholder returns.
Negative
  • The company is under a voluntary public tender offer, which restricts its ability to comment on future developments.
  • Performance fees are expected to be lower in 2025 compared to 2024, indicating potential volatility in revenue streams.
  • The acquisition of a 33% stake in Montreipaski has temporarily decreased liquidity, impacting short-term returns.
  • The net financial position includes significant capital gains, which may not be sustainable in the long term.
  • The company's cost structure has increased due to the consolidation of Castello and Cairos, which have higher structural costs.


Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

ANIM3.SA - Anima Holding SA
Q4 2024 Anima Holding SA Earnings Call
Mar 21, 2025 / 01:00PM GMT

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Presentation
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Unidentified_1 [1]
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I now have pleasure handing over to Luca Mirabelli, head of investor relations. Please go ahead, Luca, the floor to you.

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Unidentified_2 [2]
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Thank you, Rebecca, and many thanks to everyone for attending. I hope you're having a nice afternoon. We certainly have, we certainly are given the quality of these results. So let me start right off giving the floor to Alessandro Mercierilla, CEO of Anima Holding for his commentary. Please, Alessandro.

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Unidentified_3 [3]
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