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Wendel (MF) investor relations material
Wendel H1 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H1 2025 earnings summary31 Jul, 2025
Executive summary
Asset management platform expanded rapidly, with AUM reaching €39 billion, up 184% year-to-date, and €4.3 billion raised in H1 2025.
Principal investment portfolio saw mixed results: strong listed asset momentum, but non-listed assets underperformed, notably Stahl and Scalian.
Strategic transformation advanced with Monroe Capital acquisition and strong fundraising at IK Partners and Monroe Capital.
Interim dividend policy introduced, with €1.50 per share to be paid in November 2025.
New CEOs appointed at CPI and Scalian; first bolt-on acquisition for CPI completed.
Financial highlights
Revenue reached €4.2 billion, up 7% year-over-year, driven by bolt-on activity and asset management growth.
Net income for H1 2025 was €268 million, down from €845.8 million in H1 2024, mainly due to lower discontinued operations and higher impairments.
Management fees from asset management totaled €152 million, with Fee Related Earnings at €59 million, more than tripling year-over-year.
NAV per share at €167.7 as of June 30, 2025, down 2.4% from March, mainly due to FX and dividend.
Ordinary dividend of €4.70 per share for 2024, up 17.5% from 2023, paid in May 2025.
Outlook and guidance
Asset management platform expected to continue strong organic and inorganic growth, with further verticals targeted.
Management remains optimistic for H2, expecting recovery in non-listed assets and continued asset management momentum.
Bureau Veritas and ACAMS expect mid- to high single-digit revenue growth in 2025, with margin improvement.
Full-year pretax FRE guidance of €160 million reaffirmed, with optimism to reach target through deployment rather than margin improvement.
IK Partners anticipates another year of strong returns to investors, with no material impact from US tariffs.
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Q3 2025 TU24 Oct, 2025
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Frequently asked questions
Wendel is a Paris-based company, listed on the NYSE Euronext Paris exchange. As one of Europe's oldest private equity firms, we have been investing in mid-sized companies for almost 50 years. We have built an unparalleled reputation as a long-term investor, selecting businesses we can support and help improve through our expertise, network of contacts and advisory subsidiary, INSEAD business school. Wendel was founded in 1704 and is headquartered in Paris, France with additional offices across Asia, North America, United Kingdom and Europe.
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