Tikehau Capital Strategic update
View original at finance.yahoo.comTikehau Capital Strategic update A new chapter of growth focused on profitability and long-term value creation PARIS, February 19, 2026--(BUSINESS WIRE)--Regulatory News: Tikehau Capital (Paris:TKO): As part of today’s 2025 full-year results, Tikehau Capital’s co-founders and executive team will present an update of th…
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Core FRE margin to reach between 45-50% by 2029, versus 41% in 2025
80% confidenceAn estimated $130 trillion capex surge between 2022 and 2027 driven by resilience and transformation
80% confidence2026 milestone targets: between €175m and €225m of FRE (37-76% growth vs. 2025, and approximately 20-50% above market expectations)
80% confidenceGlobal private markets AuM expected to grow from approximately $26 trillion in 2022 to about $61 trillion by 2032
80% confidenceCumulative net inflows to exceed €34bn over 2026-2029, representing a 22% increase vs. €28bn raised between 2022-2025
80% confidenceEurope offers compelling entry points amid rising dispersion, supported by policy tailwinds, more attractive valuations, and lower average leverage than the US
80% confidenceTikehau Capital aims to accelerate profitability generation for its Asset Management platform, building on its strong foundations
80% confidence2026 milestone targets: between 13% and 16% of return on equity, compared to market expectations of 8%
80% confidence2026 milestone targets: between €420m and €520m of Net result, Group share, compared to €136m in 2025, approximately 50-80% above market expectations
80% confidencePRE is expected to become a more material driver of profitability going forward as assets mature
80% confidenceDeployment has been consistently selective with >95% exclusion rate since IPO
80% confidenceThe Group's balance sheet will be allocated with greater strategic selectivity, supporting improved portfolio velocity and returns generation
80% confidenceValue-add strategies reached approximately 25% of AuM as of end-2025, compared to less than 1% at IPO
80% confidenceInternational investors now represent 46% of AuM, compared to 20% at end-2016
80% confidenceSince the end of October 2025, there has been a continued change in the environment characterized by uncertainties from macroeconomic and geopolitical standpoints
80% confidenceThe Group has expanded with 12 new strategies launched since IPO
80% confidence2026 milestone targets: at least €60bn of AuM (14% growth vs. 2025 and 3% above market expectations)
80% confidenceTikehau Capital remains committed to maintaining its Investment Grade rating and distributing over 80% of its Asset Management EBIT to shareholders
80% confidence
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