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CapMan (CAPMAN) investor relations material
CapMan Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary7 Aug, 2025
Executive summary
Assets under management reached €6.5B as of June 2025, up from €6.1B at year-end, driven by major acquisitions including Midstar Fastigheter AB and CAERUS/ Kairos, expanding real asset and debt investment areas.
Revenue declined 12% year-over-year to €27.1M, mainly due to lower carried interest.
Operating profit was €9.3M, with comparable EBIT at €10.6M, nearly flat year-over-year.
Strategic focus on scaling real asset strategies, with a long-term objective to reach €10B AUM.
Sustainability initiatives advanced, including SBTi validation and significant GHG emission reductions.
Financial highlights
Fee income was €26.9M (down 1% YoY); carried interest was €0.2M (down 95%).
Fee profit was €2.8M (down 24%), with a margin of 10%.
Investment returns showed a fair value change of €7.6M (+4.3%) in H1 2025.
Fair value of investments at €186M at H1 end; 3-year average fair value change of +4.0% p.a.
Diluted EPS was 2.4 cents; return on equity for H1 2025 at 5.6%–6%.
Outlook and guidance
AUM and fee profit are expected to grow in 2025, excluding items affecting comparability.
No numeric estimates for 2025 due to business fluctuations and market uncertainties.
Confidence in H2 guidance based on successful fundraising, cost control, and AUM growth.
Strategic goal to reach €10B AUM by 2027 remains on track.
Assess CAERUS's Nordic expansion plan.
Explain the impact of global trade tensions.
What's driving sales of services increase?
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Next CapMan earnings date
Q3 20256 Nov, 2025
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Frequently asked questions
CapMan Oyj is a leading Nordic private asset firm with an active approach to value creation, through the management of Finnish listed and unlisted companies as well as the ownership structure of its funds. Founded in Finland in 1989, the Group has continuously expanded operations from the Nordic region to Europe, the United States and Asia. CapMan's success is based on identifying growth opportunities and adding values for its investors, shareholders, partners and clients through leading positions, industry-specific and emerging market expertise, power in deal execution and top talent. CapMan's philosophy has been coined as "Active Ownership"™ by its founder and CEO Juha Varelius.
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