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Partners Group Private Equity (PEY) investor relations material
Partners Group Private Equity H1 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H1 2025 earnings summary28 Aug, 2025
Executive summary
H1 2025 was marked by a 5.7% NAV total return decline, driven by currency headwinds, market volatility, and tariff uncertainty, but supported by €39.6M in distributions and a resilient, diversified portfolio of over 70 direct investments.
Portfolio activity was impacted by geopolitical and macroeconomic volatility, but liquidity was strengthened by a €120M undrawn credit facility and strong exit momentum from realizations such as Vishal, Galderma, PCI Pharma Services, and Techem.
Material revisions to investment management terms and updated investment policy were implemented, aiming for financial savings and better alignment with shareholders.
Dividend yield reached 7.5% with €26M interim dividend distributed, aligning with a 5% payout policy.
Over 75% of NAV is in companies with positive EBITDA growth, with nearly half growing EBITDA by more than 10%.
Financial highlights
NAV per share at €13.79 and share price at €9.72 as of June 30, 2025; NAV at €953.5M, down from €1,039.1M at year-end.
Total return for H1 2025 declined 5.7%, including interim dividend; share price total return was 5.5%.
Dividend yield at 7.5%, with €0.73 per share paid in the last twelve months.
Cash and equivalents stood at €8.3M, with €120M undrawn credit facility; €50-65M unfunded commitments expected to be drawn over 2-4 years.
Discount to NAV widened to 29.5%, below the 10-year average of 19%.
Outlook and guidance
Increased transaction activity and improved liquidity are expected in H2 2025 as policy clarity emerges.
Balanced sector and regional diversification strategies prioritized, with service-oriented and domestic supply chain businesses expected to outperform.
Anticipate Fed rate cuts and fiscal shifts to support growth in 2026, with Europe benefiting from structural reforms and lower rates.
Focus remains on delivering strong NAV performance and narrowing the share price to NAV discount.
Prospective dividend yield for the year is 7.5%.
New fee structure: expected financial savings?
Share buyback plans post-PCI/Techem distributions?
Rationale for unhedged USD exposure impact?
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Next Partners Group Private Equity earnings date
H2 202520 Mar, 2026
Next Partners Group Private Equity earnings date
H2 202520 Mar, 2026
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Frequently asked questions
Partners Group Private Equity Limited (PGPE Ltd, formerly Princess Private Equity Holding Limited or Princess) is an investment holding company that is listed on the Main Market of the London Stock Exchange. PGPE Ltd provides shareholders with exposure to a portfolio of investments in private companies which would otherwise be inaccessible to investors in quoted markets.
PGPE Ltd pursues a relative value investment strategy, the goal of which is to systematically identify and invest in private equity investments that its Investment Manager, Partners Group, believes are particularly attractive at a given point in time based on its global scale, broad market overview, insight and strong deal flow.
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