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Allfunds Group (ALLFG) investor relations material
Allfunds Group H1 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Executive summary
Achieved record net revenues in 1H 2025, with 17% year-on-year growth in assets under administration to €1.6 trillion, driven by strong net flows and client expansion.
CEO transition and new leadership appointments, with a strategic refresh and updated business plans to be presented at Investor Day in Q1 2026.
Platform remains well-positioned in the global wealth management ecosystem, benefiting from digitalization and open architecture trends.
Share buyback program progressing, with €80 million of the first tranche executed and €229 million remaining under the €250 million program.
Financial highlights
Net revenues rose 6.2% year-on-year to €316.8 million; revenue excluding net treasury income up 14%.
Adjusted EBITDA increased 4% to €205.9 million, with a 65% margin; adjusted profit after tax rose 10% to €124.1 million.
Free cash flow grew 15% year-on-year to €125.6 million; capital expenditure decreased 12.9% to €21.4 million.
Commission revenue grew 16%, transaction revenue 10%, and subscription revenue 8% year-on-year.
Net treasury income declined 27% year-on-year due to lower interest rates.
Outlook and guidance
Platform AuA expected to grow by 10% in 2025, reaching approximately €1.2 trillion, with net flows as the main driver.
Net flows guidance for 2025 is €100–120 billion, with €50–60 billion from migrations and ~5% organic flows.
Total revenue growth for 2025 guided at 3–4%, with underlying structural revenue (excluding net interest income) expected to grow ~10%.
Adjusted EBITDA margin anticipated to remain at approximately 65% in H2 2025.
Subscription revenue growth revised to mid-single digits due to ESG headwinds, longer sales cycles, and project delays.
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