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Peugeot Invest (PEUG) investor relations material
Peugeot Invest H1 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Executive summary
NAV per share was €157.9 as of June 30, 2025, down 11.8% year-to-date, mainly due to Stellantis share price decline and €160 million negative FX impact from USD depreciation.
Achieved a total return of 9.2% at constant currency, despite a 33% decrease in Stellantis share price.
Executed a revised investment strategy with significant disposals (SPIE, JDE Peet's, IHS, Lisi) and reinvestments in core sectors and geographies.
Portfolio repositioning focused on long-term sustainable value, disciplined diversification, and concentration on public and private equity in Europe and North America.
Share price up 5% in H1 2025, outperforming NAV and major indices.
Financial highlights
NAV at €3.9 billion (€157.9/share), down 11.8% over the period.
Consolidated net profit/income was €157.1 million, down from €306.5 million in H1 2024, mainly due to lower dividends and reduced disposal gains.
Income from long-term investments was €250.7 million, with €177.1 million from dividends and €18.1 million from disposals.
Cash flow positive, funding €81 million dividend; SG&A costs and general administrative expenses reduced year-over-year.
Net debt reduced to €339 million at H1 2025 (from €551 million at end-2024), with further reduction pro forma and unused credit facilities of €935 million.
Outlook and guidance
Management anticipates continued portfolio concentration and value creation, focusing on Europe and North America, with Italy included in the opportunity set.
Expect 2025 to see the highest portfolio turnover in four years, with investment volumes in line with historical averages.
Strong liquidity position of €1,182 million and only one major bond maturity in 2026; new US PP bond issue (€100 million, 7 years, 4.62% coupon) extended debt maturity.
No significant new portfolio rotation expected before year-end, but remain opportunistic.
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