Full Year 2025 Eurazeo SE Earnings Call Transcript

Mar 11, 2026 / 08:00 AM GMT

Release Date Price: $47 (-17.56%)

Transcript

Key Points

Positve

Eurazeo SE (EUZOF) achieved strong growth in asset management, with fundraising reaching €5.5 billion in 2025, up 28% from the previous year.
The company expanded its client franchise by adding 44 new institutional clients, with third-party management fees growing by 10% in the private market segment.
Eurazeo SE (EUZOF) maintained a prudent approach to valuations, with portfolio companies showing positive momentum and a 12% growth in buyout.
The company reinforced its leadership in sustainability and impact, with assets dedicated to environment and healthcare solutions reaching €6.1 billion.
Eurazeo SE (EUZOF) returned €189 million in dividends in 2025, with a proposed 10% increase in dividends for 2026, reflecting a strong commitment to shareholder returns.

Negative

Portfolio value creation was disappointing in 2024 and 2025, with legacy assets marked down due to downward multiples and unfavorable foreign exchange headwinds.
The net portfolio value declined by 1.6% in 2025, with a 5% decrease in portfolio value per share despite a 9% perimeter effect.
Consolidated net income group share was negative at €-403 million, with the investment activity contributing €-552 million, mainly due to non-cash elements.
The company faced challenges in the macroeconomic environment, with potential impacts from geopolitical crises and energy price fluctuations.
Despite strong fundraising, the company did not provide specific guidance for 2026, indicating potential uncertainties in maintaining the same level of fundraising success.

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

EURA.PA - Eurazeo SE
Full Year 2025 Eurazeo SE Earnings Call
Mar 11, 2026 / 08:00AM GMT

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Presentation
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Unidentified_1 [1]
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Good morning.

Thank you for joining this call.

Christophe and I are pleased to welcome you to our 2025 full year results presentation.

Our presentation will be in 3 parts. First, I will share with you key financial and non-financial highlights for 2025.

Second, Christoph will focus on fundraising, client franchise development, and asset rotation. Third and last, I will detail our financial results. We will then be available to take your questions.

2025 was another year of growth for Eurozil. We continued to execute well on our strategic roadmap in spite of a still complex environment.

First, we delivered strong growth in asset management.

We continue to gain market share, which

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