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EPE Capital Partners
EPE Capital Partners (EPE) investor relations material
EPE Capital Partners H2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H2 2026 earnings summary23 Sep, 2026
Executive summary
Over R1.14 billion in disposal proceeds realized in 2026, including two major realizations totaling R1 billion.
Two-year total return for shareholders reached 130%, with the portfolio discount to NAV narrowing to 4%.
Leadership changes included a new CEO in November 2025 and a new CFO in April 2026.
NAVPS declined from R8.57 to R5.62 at 30 June 2026, mainly due to asset sales.
Board is focused on optimizing remaining Optasia exposure and preparing for final distribution, delisting, and deregistration.
Financial highlights
NAV declined from R2,194m in June 2025 to R846m in June 2026, primarily due to the sale of Residual Assets and partial sale of Optasia.
Gross cash proceeds of R1.14 billion received in 2026, including R366 million from Optasia dividends and IPO proceeds.
R854 million returned to investors via a share repurchase in March 2026, funded by asset sales.
NAVPS at 30 June 2026 was R5.62, with a share price of R5.38, reflecting a 4% discount to NAV.
Outlook and guidance
Board is prioritizing the optimal realization of remaining Optasia exposure and readiness for final distribution and delisting.
Analyst consensus for Optasia targets a share price uplift of 38% from current levels, with continued strong net income growth projected.
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Latest events from EPE Capital Partners
- NAV per share fell 17.9% YoY, but unlisted EBITDA rose 18% and net debt dropped to ZAR 200m.EPE
H2 2024 - NAV per share rose 19.2% to R7.85, with strong portfolio gains and reduced leverage.EPEH1 2025
- AI-powered lending platform achieves rapid growth, low defaults, and broad financial inclusion.EPEOptasia Investor Day 2025
- NAV per share up 30%, share price up 77%, Optasia led portfolio growth and capital returns.EPEH2 2025
EPE Capital Partners
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