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Ninety One Group (N91) investor relations material
Ninety One Group H2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H2 2025 earnings summary4 Jun, 2025
Executive summary
Assets under management (AUM) increased 4% to £130.8bn, driven by positive market and FX impact despite net outflows.
Net outflows improved to £4.9bn from £9.4bn, with a return to net inflows in H2 and improved investment performance.
Strategic clarity, sharpened focus, and business momentum improved in the second half.
Major transaction with Sanlam/Sunlam progressing, expected to add c.£17bn AUM and enhance growth and distribution.
Continued investment in talent, technology, AI, and leadership revitalisation to drive future growth.
Financial highlights
Adjusted operating profit: £187.9m (down 1% year-over-year); profit before tax: £204.3m (down 6%).
Basic EPS declined 7% to 17.2p; adjusted EPS down 3% to 15.5p.
Adjusted operating profit margin was 31.2%, down from 32.0%.
Dividend per share: 12.2p (down 1% year-over-year); final dividend of 6.8p recommended.
Net revenue: £594.6m (up from £588.5m prior year).
Outlook and guidance
Macro and economic uncertainty expected to persist, but demand is shifting toward the firm's offerings.
Focus on clients, investment performance, leveraging technology and AI, and talent retention.
Sanlam/Sunlam transaction on track, expected to impact share count and EPS in 2026.
Plans to maintain a capital-light model, ongoing buybacks, and target capital coverage around 200%.
Continued investment for growth and opportunity seen for active management.
Why did UK client group net outflows occur?
Assess drivers of improved H2 net flows.
Explain Sanlam transaction impact on EPS.
How will AI be used throughout Ninety One?
What drove the positive Asia Pacific flows?
Explain Sanlam deal's 15+ year benefits.
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Next Ninety One Group earnings date
H1 202617 Nov, 2025
Next Ninety One Group earnings date
H1 202617 Nov, 2025
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Frequently asked questions
Ninety One Group, known as Ninety One Limited, is an independent global asset manager that operates worldwide. The company was initially founded as Investec Asset Management in 1991 and rebranded to Ninety One in spring 2020. Ninety One serves a diverse clientele that includes private and public sector pension funds, sovereign wealth funds, insurers, corporates, foundations, and central banks. It also caters to large retail financial groups, wealth managers, public and private equity as well as debt markets, private banks, and intermediaries. The company has dual headquarters in Johannesburg, South Africa, and London, England, and its shares are listed on the JSE, as well as the LSE.
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