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Investor Relations14 Oct 2025
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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?
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Next Oakley Capital Investments earnings date
Q3 2025 TU29 Oct, 2025
Next Oakley Capital Investments earnings date
Q3 2025 TU29 Oct, 2025
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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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