Half Year 2025 CapMan Oyj Earnings Call Transcript

Aug 7, 2025 / 06:30 AM GMT

Release Date Price: €1.85 (-4.64%)

Transcript

Key Points

Positve

CapMan Oyj (OHEL:CAPMAN) successfully acquired Minstar's portfolio of 28 hotels, significantly increasing their assets under management by EUR 400 million.
The acquisition of Kairos debt investments adds EUR 700 million to assets under management, expanding CapMan's focus on real asset debt.
CapMan Oyj (OHEL:CAPMAN) has a strong liquidity position with EUR 52 million in cash and short-term financial assets, supporting business growth.
The company is committed to sustainability, with real estate achieving Science-based Target initiative validation for net-zero climate targets.
CapMan Oyj (OHEL:CAPMAN) raised EUR 500 million in new capital, primarily into real estate products, indicating strong investor interest.

Negative

Revenue for the first half of 2025 was EUR 27.1 million, slightly down from the previous year due to a lack of significant carried interest.
Fee profit decreased to EUR 2.8 million, impacted by the absence of final closing retroactive fees in the first half of the year.
The fundraising market remains challenging with longer processes and limited exits, affecting distributions to fund investors.
Transaction activity slowed down in the second quarter due to geopolitical uncertainties, impacting the private equity market.
Personnel costs increased quarter over quarter, partly due to reorganization costs and new recruitments.

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

CAPMAN.HE - CapMan Oyj
Half Year 2025 CapMan Oyj Earnings Call
Aug 07, 2025 / 06:30AM GMT

=====================
Presentation
--------------------------------------------------------------------------------
Unidentified_1 [1]
--------------------------------------------------------------------------------
Good morning and welcome to this presentation of Capman's half yearear Report 2025.

My name is Charlotte Westman, head of communication. At the same time today we have Pierre K, CEO of Capman, and after the presentation we will have a Q&A session.

You can send in questions any time during the presentation in English, using the chatbox in the webcast link.

I hand over to you.

--------------------------------------------------------------------------------
Unidentified_2 [2]
--------------------------------------------------------------------------------
Charlotte and welcome also from my side.

During the first half of 2025 we continued to execute on our strategy and we focused

Already have an account? Log in

Get the full story

Subscribe Now

	Access to All Earning Calls and Stock Analysis
	30-Year Financial on one screen
	All-in-one Stock Screener with unlimited filters
	Customizable Stock Dashboard
	Real Time Insider Trading Transactions
	8,000+ Institutional investors’ 13F holdings
	Powerful Excel Add-in and Google sheets Add-on
	All data downloadable
	Quick customer support
	And much more...

7-Day Free Trial · Cancel Anytime

Subscription fee may be tax deductible.

Excellent

4.6 out of 5

Trustpilot

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Calculators Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App Newsletters Signup 中文

Education

Financial Glossary Tutorials FAQ Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.