3i Group PLC (LSE:IIIP.PFD)

£ 1.3 (0%) Market Cap: 554.32 Mil Enterprise Value: 554.32 Mil PE Ratio: 8.34 PB Ratio: 1.70 GF Score: 75/100

Full Year 2025 3i Group PLC Earnings Call Transcript

May 15, 2025 / 09:00AM GMT

Transcript

Key Points

Positve

3i Group PLC (TGOPF) delivered an impressive return on equity of 25% for the financial year, marking the fifth consecutive year of over 20% returns.
The company's NAV per share increased by 22% to GBP25.42, driven by significant value growth.
Action, a key portfolio company, produced a 32% gross investment return and contributed GBP4.3 billion to value growth.
The private equity portfolio generated a 26% gross investment return, with strong cash proceeds from Action, WP, and Nexeye.
3i Group PLC (TGOPF) announced a 20% increase in dividends to 73p per share, reflecting strong financial performance.

Negative

The company faced a foreign exchange translation loss of GBP259 million, impacting overall financial results.
The infrastructure segment underperformed due to a 3% reduction in the 3i infrastructure share price, despite a 10.1% portfolio return.
There was a noted weaker consumer environment in France, Belgium, and Germany, affecting sales in those regions.
The unpredictability in the global market, particularly concerning US-China relations, poses ongoing challenges for deal-making.
The company experienced a static EBITDA margin in Q1, attributed to it being a traditionally low-margin quarter.

Operator

Good day and thank you for standing by. At this time, all participants are in a listening mode. Welcome to the 3i Group PLC annual results presentation webcast for the year March 31, 2025. After the presentation, there will be a question-and-answer session via the conference call, and instructions will follow at that time. Participants can also submit questions to the webcast page using the ask a question button.

Please be advised that today's conference is being recorded. I will now hand the conference over to the CEO of 3i Group PLC, Simon Burrows, to open the presentation. Please go ahead.

Simon Borrows

3i Group PLC - Chief Executive Officer, Executive Director

Good morning. Welcome to 3i FY25 annual results presentation. I'm Simon Burrows, CEO of 3i Group. On the call with me today, James Hatch our Group Finance Director. And Silvia Santoro, our Group Investor Relations Director.

The slides supporting our remarks have been put out on our website this morning. Last year, when I kicked off this meeting, I started by describing our purpose

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