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Tikehau Capital (TKO) investor relations material
Tikehau Capital Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary30 Jul, 2025
Executive summary
Achieved record fundraising with €10.1 billion gross inflows over the last twelve months, driving AuM to €51.0 billion as of June 30, 2025, up 12% year-over-year, with 80% of net inflows from international clients and 31% from private clients.
Net profit, group share rose 50% year-over-year to €87 million in H1 2025, supported by strong operating performance and disciplined platform investments.
Private equity AuM doubled in three years, with record inflows and successful fundraising for decarbonization and defense strategies.
Significant progress in sustainability, with AuM dedicated to climate and biodiversity up 42% year-over-year to €4.7 billion.
Continued expansion in Asia and democratization of private markets, with new offices and innovative products for private investors.
Financial highlights
Asset management revenues up 13% year-over-year to €182 million in H1 2025, driven by 10% growth in fee-paying AuM and resilient 90–95 bps revenue margin.
Asset Management EBIT grew 24% year-over-year to €63.7 million, with core fee-related earnings up 8% and margin at 35–36%.
Net profit, group share reached €87 million, up 50% year-over-year.
Portfolio revenues grew 42–43% to €111 million, with TKO Capital strategies contributing 70% of realized revenues.
Financial debt rose to €2.1 billion, mainly due to a new €500 million bond issue in April 2025.
Outlook and guidance
Expects acceleration in revenues and fee-related earnings in H2 2025, supported by resilient private markets, active capital rotation, and megatrends such as decarbonization, defense, and digitalization.
Targets for 2026: €65 billion AuM, €250 million Fee-Related Earnings, and €500 million net income, subject to market conditions.
Over €7 billion of dry powder available, expected to drive further management fee and bottom-line growth.
Plans to rebalance capital allocation toward scaling adjacencies, innovation, and ecosystem investments.
Healthy exit pipeline and continued prioritization of scalable transactions and customized solutions.
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Next Tikehau Capital earnings date
Q3 202523 Oct, 2025
Next Tikehau Capital earnings date
Q3 202523 Oct, 2025
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Frequently asked questions
Tikehau Capital is a France-based asset management and investment company specializing in a diverse range of asset classes. These include Private Debt, featuring senior debt, unitranche, mezzanine, and collateralized loan obligations; Real Estate, focusing on commercial property and sale and lease-back transactions; Private Equity, with investments in both listed and non-listed companies; and Liquid Strategies. The company is headquartered in Paris, France, and its shares are listed on the Euronext Paris.
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