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Omni Bridgeway (OBL) investor relations material
Omni Bridgeway H2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H2 2025 earnings summary27 Aug, 2025
Executive summary
Achieved all key strategic objectives, including a landmark secondary market transaction generating $320M in cash proceeds, full debt repayment, and transition to a capital-light fund management model.
Exceeded OpEx reduction and 20% fee income growth targets, validated fair value framework, and raised over $500M in new third-party capital across multiple funds and sidecar arrangements.
Transitioned to fair value accounting, enhancing transparency and reflecting intrinsic value.
Achieved strong portfolio developments in 2H25, providing a solid base for FY26.
Financial highlights
Statutory income reached $651.2M (A$651.2m), up 253% year-over-year, with net profit after tax of $416.8M and EBIT of $287.3M.
OBL-only total income was $371.4M; cash OpEx reduced by 6.2% to $84.1M.
EPS was $1.23; book value per share (IFRS) at $2.99, or $3.51 if all investments at fair value; net tangible book value per share was $1.94.
Record $555M in proceeds from Milestone Fund IX transaction; 60 completions with a 2.5x MOIC and 23% IRR.
Fee income increased to $30M, achieving the FY25 target.
Outlook and guidance
Positive tailwinds for FY26 with strong portfolio developments, increased pipeline at risk-adjusted pricing, and positive regulatory trends.
Targeting OpEx of $80M and fee income of $35M for FY26; aiming for 70% cost coverage by FY28 and double-digit AUM growth over three years.
Capital raise for Funds IV and V Series II on track for completion.
Given current liquidity, when expect buy-backs?
How does portfolio diversification mitigate MLE risk?
How does carried interest program align incentives?
Clarify capital return triggers
Expected OBL cash from recent judgments
What's in the upcoming analyst data pack?
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Next Omni Bridgeway earnings date
H1 202625 Feb, 2026
Next Omni Bridgeway earnings date
H1 202625 Feb, 2026
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Frequently asked questions
Omni Bridgeway Limited, listed on the Australian Stock Exchange, specializes in legal finance and risk management. The company provides a broad range of dispute financing solutions, including arbitration financing, judgment enforcement, distressed asset recovery, bankruptcy, commercial, intellectual property, investor recoveries, class/group actions, appeals, and whistleblower support. Omni Bridgeway's approach encompasses financing disputes from inception through trial, appeal, enforcement, and recovery. The company is headquartered in Sydney, New South Wales, and its shares are listed on the Australian Stock Exchange.
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