Sofina

Sofina (SOF) investor relations material

Sofina H1 2026 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.

H1 2026 earnings summary3 Sep, 2026

Executive summary

Net Asset Value (NAV) reached €11.5 billion as of 30 June 2026, up 6.8% from six months prior, reflecting strong growth and investment momentum year-over-year.
Value creation was driven by both direct minority investments and indirect fund exposures, with private funds segment outperforming and direct investments broadly flat due to sector-specific multiple compression.
Portfolio remains diversified across geographies (U.S., Europe, Asia) and sectors, with balanced allocation between private funds and direct investments; cybersecurity and digital transformation are key investment themes.
Active deal flow continued, with notable new investments in cybersecurity (Cyera, XBOW, Eye Security, Exein), food manufacturing (Cerealis), and exits including Honasa Consumer, SES, and pending Salto Systems.
Increased transparency with disclosure of top 10 indirect holdings in Sofina Private Funds, including SpaceX, Stripe, Anthropic, and OpenAI.

Financial highlights

NAV increased to €11.5 billion from €10.8 billion at year-end 2025; NAV per share rose to €326.48 from €305.77.
Net result for H1 2026 was €857.5 million, a significant turnaround from a loss of €393.9 million in H1 2025.
Value creation for the total portfolio was 8% for H1 2026, with Private Funds achieving +16.1% and Direct investments +0.9%.
Loan-to-value ratio stood at 1.9% at 30 June 2026, indicating low leverage.
Investments in portfolio during H1 2026 totaled €733 million; divestments reached €650 million.

Outlook and guidance

Capital deployment is progressing as planned, targeting a net leverage of 5–10% over three years post-capital raise.
Continued focus on disciplined capital deployment, innovation-driven sectors, and maintaining a balanced investment pace across regions.
Enhanced transparency with disclosure of top 10 underlying holdings in Private Funds and ongoing commitment to ESG integration and decarbonisation targets validated by SBTi.
Management remains cautious amid macroeconomic uncertainties, including inflation risks and sector-specific pressures.
2026 marked as the most active year for Sofina Private Funds in terms of deployments and commitments.

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