)

Antin Infrastructure Partners (ANTIN) investor relations material
Antin Infrastructure Partners H1 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Executive summary
Assets under management reached €33.0bn at 30 June 2025, up 4.2% year-over-year, with fee-paying AUM at €21.8bn, up 6.2% year-over-year, driven by prior fundraising and capital calls for existing funds.
Portfolio companies achieved nearly 20% EBITDA growth and 10.4% revenue growth year-over-year, demonstrating resilience amid macroeconomic volatility.
Revenue for 1H 2025 was €148.2m, up 0.9% year-over-year, with management fees comprising over 95% of total revenue; underlying EBITDA was €79.7m, up 7.1% year-over-year excluding non-recurring catch-up fees.
Interim dividend of €0.36 per share declared, representing a payout ratio of 117% of underlying net income, to be distributed in November 2025.
Investment activity included the acquisition of Matawan, a leading smart mobility platform, as the 7th investment for NextGen Fund I, announced post-period.
Financial highlights
Fee-paying AUM exceeded €21bn, up 6.2% year-over-year, with management fees stable at €144.8m and effective management fee rate at 1.34%.
Underlying EBITDA margin was 54%, with underlying net income margin at 37%.
Personnel expenses increased 11.1% to €49.3m, reflecting headcount growth and promotions.
Cash and cash equivalents stood at €361.5m at 30 June 2025, with no borrowings or financial liabilities.
Distribution yield was 6.4% and payout ratio 117%.
Outlook and guidance
Underlying EBITDA for 2025 expected around €160m, reflecting FX headwinds; significant earnings step-up anticipated by 2027 with new fund launches.
Fee-paying AUM growth is targeted to outpace the private infrastructure market over a fundraising cycle.
Majority of cash earnings to be distributed in two instalments per year; total 2025 distribution expected to be stable or growing.
No carried interest recognition expected in 2025, but medium-term potential remains above €500 million.
Next Antin Infrastructure Partners earnings date

Next Antin Infrastructure Partners earnings date

The essential earnings season companion
The #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
)
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
)
I can't remember the last time an app had such a positive impact on my investment process.
)
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
)
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
)
I can't remember the last time an app had such a positive impact on my investment process.
)
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
)
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
)
)
)
)
Frequently asked questions
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Explore our global coverage