Half Year 2026 3i Group PLC Earnings Call Transcript
Key Points
- 3i Group PLC (TGOPF) delivered a total return of 13% for the half year, demonstrating strong performance.
- The net asset value per share increased to GBP28.57 from GBP22.61, reflecting significant growth.
- The private equity portfolio showed a gross investment return of 14%, with 98% of the portfolio growing earnings.
- Action, a key investment, reported net sales up 17.4% and operating profit up 16.3% in the first nine months.
- The company successfully raised €1.6 billion in the US and European debt markets, with strong demand for Action's debt.
- The macroeconomic environment remains challenging, particularly in France, affecting consumer confidence and spending.
- Like-for-like sales in France were negative in October, impacting overall group performance.
- The French market's high food inflation and political concerns are creating a difficult trading environment.
- There is a risk that France may pull the company below its 6.1% like-for-like sales guidance for the year.
- The realization environment remains subdued, particularly in Europe, affecting potential exits and returns.
Good day and thank you for standing by.
Welcome to the Three Eye Group PLC half year results presentation webcast.
At this time, all participants are in a listen-only mode.
After the presentation, there will be a question-and-answer session, 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 would now like to hand over to the chief executive of
ThreeI Group PLC Simon Burrows to open the presentation.
Please go ahead.
Good morning
Welcome to Three Eyes interim results presentation.
This was another good half for Tria.
We delivered a total return of 13%
And that gives us a net asset value per share at the end of September of GBP28.57 compared to GBP22.61 at the interims last year.
That's after the payment of a 42.5p per
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