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Oakley Capital Investments
Oakley Capital Investments (OCI) investor relations material
Oakley Capital Investments Q1 2026 TU earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2026 TU earnings summary29 Apr, 2026
Executive summary
NAV per share reached 758p, with total NAV of £1,259 million for the quarter ended 31 March 2026.
10-year share price total return of +300%, outperforming major indices.
Portfolio focuses on unquoted, profitable pan-European businesses in Technology, Education, Consumer, and Business Services.
Financial highlights
Total NAV return per share was 2.7% (+20p) for the quarter, or 2.4% (+17p) excluding FX impact.
Total shareholder return was -18% amid a broader market sell-off.
Investments of £28 million and proceeds of £2 million from exits/refinancings.
Period-end cash and undrawn credit facilities totaled £180 million.
Outlook and guidance
Outstanding commitments of approximately £672 million expected to be called over the next five years.
Management remains confident in portfolio resilience and ability to pass on price increases.
H1 2026 trading update expected on 30 July 2026.
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Latest events from Oakley Capital Investments
- NAV per share reached 738p, with 15% TSR, 11% EBITDA growth, and AI-driven expansion.OCI
H2 202512 Mar 2026 - NAV per share up 6% to 738p, £197m invested, £50m buyback, strong platform growth.OCIQ4 2025 TU28 Jan 2026
- NAV per share up 4% to 708p, with strong EBITDA growth and robust deal activity in H1 2024.OCIH1 202420 Jan 2026
- NAV up 2% to GBP 1.2bn; strong EBITDA growth; 2025 outlook positive as investments mature.OCIH2 202424 Dec 2025
- NAV per share fell 1.5% in Q3 2025, but shareholder return was 9.4% and liquidity is strong.OCIQ3 2025 TU29 Oct 2025
- NAV per share up 7% to 742p, driven by vLex sale, strong EBITDA, and active buybacks.OCIH1 202512 Sep 2025
- NAV per share up 7% to 742p, led by vLex exit and robust portfolio performance.OCIH1 2025 TU11 Aug 2025
- NAV dipped 2% on FX, but robust portfolio and strong liquidity position maintained.OCITrading Update13 Jun 2025
- NAV per share up 3.8% to 708p, with £184m invested in new growth opportunities.OCITrading Update13 Jun 2025
Next Oakley Capital Investments earnings date
Q2 2026 TU30 Jul, 2026
Oakley Capital Investments
Next Oakley Capital Investments earnings date
Q2 2026 TU30 Jul, 2026
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