)
Visual24 Oct 2025
The rise of Alphabet
Oakley Capital Investments (OCI) investor relations material
Oakley Capital Investments H1 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H1 2025 earnings summary11 Sep, 2025
Executive summary
NAV per share reached 742p as of June 30, 2025, with a total NAV of £1.275bn and a 7% total NAV return in H1, outperforming the FTSE All-Share Index year-over-year, and a five-year CAGR of 17%.
Total shareholder return was 2.7%–3% for H1, with a 10-year total return of 320% and NAV per share more than tripling since 2015.
Portfolio remains diversified across business services, technology, consumer, and education, with business services now the largest sector.
Key positive contributors to NAV included vLex (sale at $1bn valuation), BrightStars, and TechInsights, while Time Out and Steer Automotive were notable detractors.
Board transitioned to an annual share buyback programme, cancelling future dividends, and completed a Main Market listing on LSE with FTSE250 inclusion expected.
Financial highlights
H1 deployment was 4% of NAV, below the annual average of 20%, but expected to catch up with deals in the pipeline.
Average organic EBITDA growth across the portfolio was 13% over the last 12 months, with M&A included at 23%.
Average leverage stands at 4.2x net debt/EBITDA, below the market average, and average valuation multiples remain flat at 16.3x EV/EBITDA.
€472m–€474m invested YTD, with €150m proceeds from the vLex sale at a 6.3x money multiple.
Share buybacks totaled £25m YTD, with 5.2 million shares cancelled at an average discount of 32%.
Outlook and guidance
Four portfolio companies are targeted for realization in the next 12 months, with early engagement from potential buyers.
Additional proceeds are likely to come from at least one sizable refinance in the near term.
The pipeline remains strong, especially in insurance services, specialist consulting, and tech niches, with most opportunities founder-led.
OCI expects continued NAV growth as more companies mature into their value creation phase, supported by an active buyback program and recent move to the FTSE 250 Index.
Board optimistic about continued robust performance, supported by quality portfolio and recent fundraising.
What is the plan for OCI's direct North Sails investment?
What discount level triggers OCI share buybacks?
How does Fund VI size impact founder-led deals?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Oakley Capital Investments earnings date
Q3 2025 TU29 Oct, 2025
Next Oakley Capital Investments earnings date
Q3 2025 TU29 Oct, 2025
The essential earnings season companion
The #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
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.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage