Half Year 2025 Schroders PLC Earnings Call Transcript
Key Points
- Schroders PLC (SHNWF) reported a 7% increase in adjusted operating profit to GBP316 million, driven by revenue growth and cost discipline.
- The company achieved a net operating revenue increase of 2%, with strong growth in Schroders Capital and wealth management, both up 9%.
- Schroders PLC (SHNWF) has made significant progress in its transformation program, delivering GBP21 million in cost reductions in the first half of the year.
- The company generated gross sales of GBP68 billion in the first six months, an 8% increase year on year, indicating strong client engagement and sales momentum.
- Schroders PLC (SHNWF) has a robust long-term investment performance, with 76% of its investments outperforming over five years.
- Profit before tax was down 29%, reflecting the costs of the transformation and portfolio restructuring charges, which are non-cash items.
- The company incurred GBP45 million in transformation costs, impacting its profitability.
- Schroders PLC (SHNWF) has made 7% of roles redundant in the past three months as part of its cost-saving measures.
- The company's adjusted cost to income ratio remains high at 74%, although it has improved from the previous year.
- Currency movements have negatively impacted the company's average AUM, which would have been GBP14 billion higher on a constant currency basis.
Good morning everyone. I know it's a super busy morning for you, so I really appreciate you taking the time and I'm sorry if you're start waiting for her to join us. Now, it's really hard to follow any video, but following that is quite hard because it's a short excerpt from our new Active Edge campaign. You're going to progressively see this over the next six months. As Schroeders were unashamedly active, and that's the basis of this campaign.
We're now in a world where changing economic and geopolitical events are creating perpetual uncertainty, and some people are understandably worried. But within all that lies great opportunity for Schroders and our clients. I believe we're at a turning point with the focus returning to active management. Diversification isn't only back in favor, but it's a real requirement. Portfolio concentration is being challenged in a way we haven't seen for some time.
Our 2025 Global Investor Insight survey underscores this. More than half of the respondents want more resilience in
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