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Investor Relations14 Oct 2025
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Polar Capital (POLR) investor relations material
Polar Capital H2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H2 2025 earnings summary30 Jun, 2025
Executive summary
Core operating profit increased 27% year-over-year, with operating margin rising from 29% to 32%.
Average AUM rose 17% to £22.9bn, with modest positive net inflows despite market volatility.
CEO succession announced: Ian Evans (Iain Evans) to succeed Gavin Rochussen at the September 2025 AGM.
Maintained total annual dividend at 46p per share, reflecting strong balance sheet and earnings growth.
AuM recovered quickly after recent volatility, with strong interest in differentiated funds.
Financial highlights
Net management fees grew 16% year-over-year to £178.3m; fee yield stable at 78bp.
Adjusted total diluted EPS up 22% to 53.5p; core operating profit margin at 32%.
Total cash and seed investments at year-end approximately £160m.
Performance fee profit declined 18% to £7.9m; other income up 68% to £3.7m.
Non-cash impairment of £13.6m on Dalton intangibles due to AUM decline in European opportunities.
Outlook and guidance
Net management fee yield expected to decline to 76bps in FY26 due to product mix and tech trust fee renegotiation.
Dividend policy remains 55–85% payout of adjusted earnings; next dividend decision in November based on evolving earnings and market conditions.
Board maintains medium-term aspiration to reach £30bn AUM despite external challenges.
Strong pipeline of interest in US-domiciled International Small Company Fund and differentiated products.
Disciplined, targeted overseas expansion continues, focusing on US, SE Asia, and key European markets.
What's driving the expected fee yield decline to 76 bps?
What's the strategy for growing the US client base?
What's the aspiration for AUM with the new CEO?
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Next Polar Capital earnings date
H1 202617 Nov, 2025
Next Polar Capital earnings date
H1 202617 Nov, 2025
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Eferix Drawings Google Play
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Frequently asked questions
Polar Capital Holdings PLC is a London-based specialist, investment-led, fund management company. It primarily caters to professional and institutional investors, offering a diverse portfolio of funds that are diversified by asset class, geographical and sectoral specialization. The company is actively involved in providing investment management and advisory services. Polar Capital operates through various subsidiaries across the globe, including in the United States, Europe, and Asia, to deliver a range of long-only and alternative investment products. The company is headquartered in London, United Kingdom, and its shares are listed on the London Stock Exchange.
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