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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Oakley Capital Investments
Oakley Capital Investments (OCI) investor relations material
Oakley Capital Investments Q3 2026 TU earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 TU earnings summary28 Oct, 2026
Executive summary
Agreed sale of fund interests valued at £272m at 31 March 2026 for £257m, a 5.75% discount, with buyers assuming £244m of outstanding commitments.
The transaction provides third-party evidence for fund valuations and is expected to strengthen liquidity and support shareholder returns.
Q3 NAV was £1,294m, or 791p per share, up 1.2% QoQ; figures exclude the transaction, expected to complete in November 2026.
Financial highlights
NAV return per share was +6.7% YoY (+50p) and +1.2% QoQ (+9p) to 30 September 2026.
Look-through investments totalled £39m in Q3, including £25m for new Fund VI investment XTEL, £5m in venture funds and £9m of portfolio-company bolt-ons.
During 9M 2026, 3.3m shares were repurchased and cancelled for £17m, generating a 5.1p NAV-per-share gain.
Outlook and guidance
Pro forma for the sale, remaining commitments expected to be called total ~£480m over five years; ~£200m of total ~£680m commitments was not expected to be called.
Pro forma total liquidity is ~£327m; commitment cover rises from 0.21x to 0.48x.
Portfolio exits and deferred sale proceeds may create capacity for further buybacks after ongoing commitments and other capital needs; timing of realisations is uncertain.
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Latest events from Oakley Capital Investments
- NAV per share up 6% to 782p, with strong EBITDA growth and AI-driven investments.OCI
H1 2026 - NAV per share up 6.0% to 782p, with resilient portfolio performance and strong liquidity.OCIQ2 2026 TU
- NAV per share increased, but share price dropped 18% as market volatility persisted.OCIQ1 2026 TU
- NAV per share reached 738p, with 15% TSR, 11% EBITDA growth, and AI-driven expansion.OCIH2 2025
- NAV per share up 6% to 738p, £197m invested, £50m buyback, strong platform growth.OCIQ4 2025 TU
- NAV per share fell 1.5% in Q3 2025, but shareholder return was 9.4% and liquidity is strong.OCIQ3 2025 TU
- NAV per share up 7% to 742p, driven by VLEX sale, strong EBITDA growth, and active buybacks.OCIH1 2025
- NAV per share up 4% to 708p, with strong EBITDA growth and robust deal activity in H1 2024.OCIH1 2024
- NAV up 2% to GBP 1.2bn; strong EBITDA growth; 2025 outlook positive as investments mature.OCIH2 2024
Next Oakley Capital Investments earnings date
H2 202612 Mar, 2027
Oakley Capital Investments
Next Oakley Capital Investments earnings date
H2 202612 Mar, 2027
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Frequently asked questions
Oakley Capital Investments Limited (OCI) is a private equity and venture capital firm that specializes in a broad range of investment activities. These include early-stage, growth, late-stage, mid-market, restructuring, management buy-outs, management buy-ins, public to privates, refinancings, secondary purchases, growth capital, turnarounds, industry consolidation, business roll-outs, and buy-and-build investments. OCI primarily focuses on private mid-market UK and European businesses, aiming to achieve capital appreciation through its diverse investment portfolio. The company is headquartered in Hamilton, Bermuda, and its shares are listed on the London Stock Exchange.