Logotype for Tikehau Capital

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.
Logotype for Tikehau Capital
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.

Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.

Next Tikehau Capital earnings date

Logotype for Tikehau Capital
Q3 202523 Oct, 2025
Your earnings 
season toolkit.
Download
Free on both iOS & Android.

Next Tikehau Capital earnings date

Logotype for Tikehau Capital
Q3 202523 Oct, 2025

The essential earnings season companion

The #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.

Live calls and transcripts

Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.

Find what you need faster

Search for any keyword across all transcripts simultaneously.

Easily store key findings

Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Your watchlist. Your dashboard.

Follow the companies that matter to you. Get a personalized feed with real-time updates.

Be the first to know

Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.

Consensus estimates

Access analyst consensus estimates, valuation multiples, and revenue segments splits.

All IR material in one place

The easiest way to stay updated during earnings season.

Global coverage

All events from public companies. Live and recorded.

Just click and listen

No webcast links. No manual registrations.

Research anytime, anywhere

Built for professionals. Loved by everyone. Try our free mobile app.

excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com

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.

Quartr provides global coverage of all investor relation material from public companies.

  • Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.

  • Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.

  • Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.

Yes, the Quartr mobile app is free on both iOS and Android.

Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.

Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.

Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.

Explore our global coverage