Half Year 2025 CapMan Oyj Earnings Call Transcript

Aug 7, 2025 / 06:30 AM GMT

Release Date Price: €1.86 (-4.12%)

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

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Presentation
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Unidentified_1 [1]
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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.

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

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

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