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Oakley Capital Investments
Oakley Capital Investments (OCI) investor relations material
Oakley Capital Investments H2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H2 2025 earnings summary12 Mar, 2026
Executive summary
NAV per share at 738p as of Dec 31, 2025, with total NAV of £1,233m and a 6% NAV return for the year; five-year NAV CAGR at 13% and 10-year shareholder return of 362%.
Total shareholder return reached 15% for 2025, aided by successful exits, main market move, and FTSE 250 inclusion, though recent market sell-off offset gains.
Portfolio remains diversified across business services, technology, consumer, and education, with business services now the largest sector.
AI is a structural tailwind, with an internal AI Lab driving adoption and value creation across the portfolio; digital transformation and sustainability are strategic priorities.
Continued focus on AI integration and digital transformation across portfolio companies.
Financial highlights
NAV per share grew from 695p to 738p, with 21% of portfolio growth from earnings and 44% from unrealised gains; realized and unrealized portfolio valuation net gains of £0.22 per share, mainly from earnings growth.
FX movements contributed £0.11 per share, while share buybacks added £0.11 per share due to a £50m capital return at a 28% NAV discount.
Portfolio companies delivered 11% average LTM-weighted organic EBITDA growth; including M&A, growth was closer to 20%.
Net debt to EBITDA across the portfolio is 4.1x; average portfolio valuation at 16.3x EV/EBITDA.
Five realizations in the year, all at premiums to book value.
Outlook and guidance
Expectation of rising organic earnings growth in 2026, with maturing portfolio companies moving into exit phase at potential premiums.
AI adoption and operational improvements anticipated to drive further NAV growth; focus on investing in AI-native companies.
Planned realizations and refinancings expected to generate liquidity to match capital calls over the next year.
Deceleration in deployment for the larger fund, but continued activity in the smaller Origin fund.
Three to five realizations targeted in the next 12 months.
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Next Oakley Capital Investments earnings date
Q1 2026 TU29 Apr, 2026
Oakley Capital Investments
Next Oakley Capital Investments earnings date
Q1 2026 TU29 Apr, 2026
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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.
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