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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.
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.
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