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Edge10 Jul 2026
Inside Take-Two: The Grand Anticipation
The story of how Take-Two Interactive built the empire behind Grand Theft Auto, Red Dead Redemption, and one of gaming's largest mobile portfolios.
CVC Capital Partners
CVC Capital Partners (CVC) investor relations material
CVC Capital Partners H1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H1 2026 earnings summary30 Jul, 2026
Executive summary
Achieved record realizations in H1 2026, with €24bn over the last twelve months (up 79% YoY), strong value creation, and robust fundraising across all business segments; FPAUM reached €153bn, with Credit, Secondaries, and Infrastructure now over 55% of FPAUM.
Realizations up 19% compared to H1 2025, with notable exits in Europe, Americas, Asia, and infrastructure; value creation for PE and infra at 6% and Europe Americas at 8%.
Returned 33% more capital than called in PE over 4.5 years, with 3.6x Gross MOIC and 26% Gross IRR across PE exits since 2022.
AI adoption and integration are strategic priorities, driving value creation and operational efficiency.
Strong performance in portfolio companies, with EBITDA growth of 13% across Private Equity holdings.
Financial highlights
Fee-paying AUM up 9% year-on-year to €153bn, led by Credit, Secondaries, and Infrastructure (up 19%).
Fee-related revenues up 9% to €771m; adjusted EBITDA up 12% to €554m; adjusted EPS up 11% to €0.40; profit after tax €434m, up 10% YoY.
Dividend per share up 12% YoY to €0.26; €194m of share buyback completed out of a €350m program.
Net cash inflows from operating activities: €241m (up from €166m YoY).
Operating expenses increased 7% YoY, reflecting continued investment in growth areas.
Outlook and guidance
Reaffirmed guidance for aggregate performance-related earnings (PRE) of €600–700m over 2026–2027, with a step-up expected in 2027 and further growth in 2028–2029 as Fund VIII carry is recognized.
Double-digit CAGR in fee-paying AUM guided through 2028, with Fund X expected to match or exceed the size of its predecessor.
Total cost growth expected slightly below 10% for 2026, reverting to mid-to-high single digits from 2027.
Private Wealth and Insurance channels expected to account for 5–10% of FPAUM over the medium term.
Confident in future fundraising, underpinned by strong visibility on realizations and a robust deployment pipeline.
Strategy for scaling Private Wealth FPAUM to 10%
Leveraging DPI advantage for Fund X fundraising
Marathon acquisition impact on US credit platform
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Latest events from CVC Capital Partners
- Fee-paying AUM rose 45% to €142.4bn, with strong growth, deployment, and fund performance.CVC
H1 20248 Jul 2026 - AUM hit €200bn with robust fundraising, but exit outlook remains cautious amid market volatility.CVCQ4 2024 TU24 Jun 2026
- Record realisations and fundraising propelled FPAUM to €148bn, with strong multi-channel growth.CVCQ4 2025 TU24 Jun 2026
- AUM reached €151bn with strong fundraising, high realisations, and robust fund performance.CVCQ1 2026 TU24 Jun 2026
- H1 2025 saw 14% EBITDA growth, 10% FPAUM rise to €140bn, and a €250m dividend approved.CVCH1 202524 Jun 2026
- Strong financial results, leadership changes, and all AGM resolutions approved.CVCAGM 202612 May 2026
- Fee-paying AUM hit €148bn in 2025, with record inflows, realizations, and a €350m share buyback.CVCH2 202528 Apr 2026
- Record AUM, robust earnings, and strong fundraising set the stage for further growth.CVCH2 202414 Dec 2025
- Landmark post-IPO year with strong growth, new funds, dividend approval, and all resolutions passed.CVCAGM 202518 Nov 2025
CVC Capital Partners
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