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Tikehau Capital
Tikehau Capital (TKO) investor relations material
Tikehau Capital H2 2025 & Status update earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H2 2025 & Status update earnings summary19 Feb, 2026
Executive summary
Achieved record AuM of €52.8bn in 2025, with 80% of net new money from international clients and a 22% CAGR since IPO.
Deployment reached €7.6bn (+35% year-over-year), realizations doubled to €4bn, and gross inflows hit €10.5bn, with net inflows of €8bn.
Asset management profitability reached new highs, with EBIT at €150m (+18% year-over-year), and Core FRE margin at 41%.
Net result, Group share, was €136m, up 51% year-over-year excluding currency effects; proposed dividend of €0.80 per share.
Strategic focus is shifting from platform build-out to a harvesting phase, emphasizing profitability and value creation.
Financial highlights
Asset Management revenues grew 8% year-over-year to €380m, with realized revenues up 19%.
Portfolio revenues increased 33% year-over-year excluding currency effects, but were negatively impacted by €52m in adverse FX movements.
Fee-paying AuM and management fees both grew 6%; 94% of AM revenues were management fees.
Asset Management EBIT margin improved to 39% (up from 36% in 2024).
Net income for 2025 was €136m, up 51% year-over-year excluding currency effects.
Outlook and guidance
2026 targets: AuM of at least €60bn, FRE between €175–225m, and net result group share of €420–520m (excluding Forex).
Return on equity guidance set at 13–16% for 2026, with further improvement expected.
By 2029, aim to deliver cumulative net inflows of over €34bn and core FRE margin of 45–50%.
Commitment to maintain investment grade rating and distribute over 80% of AM EBIT.
How will balance sheet allocation change?
What is the expected PRE contribution by 2029?
Quantify FX impact on 2025 net result
Detail balance sheet's strategic allocator role
What drives 45-50% FRE margin by 2029
How to address share price valuation gap
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Next Tikehau Capital earnings date
Q1 202623 Apr, 2026
Tikehau Capital
Next Tikehau Capital earnings date
Q1 202623 Apr, 2026
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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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