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3i Group
3i Group (III) investor relations material
3i Group Q3 2026 TU earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 TU earnings summary29 Jan, 2026
Executive summary
NAV per share rose to 3,017p at 31 Dec 2025, up from 2,857p at 30 Sep 2025, with a total return of 20% for the nine months to 31 Dec 2025, aided by a £766m FX gain.
Realised proceeds and dividends from the portfolio reached £1.8bn in the first nine months of FY2026, with £1.6bn invested.
Strong performance from key holdings, notably Action, Royal Sanders, and Audley Travel.
Financial highlights
Action generated net sales of €16bn and operating EBITDA of €2,367m in the 52 weeks to 28 Dec 2025, up 16% and 14% year-over-year.
Action's LFL sales growth was 4.9% (2024: 10.3%), with a 14.8% EBITDA margin; normalised margin was 15.0% after a €26m one-off staff payment.
Q4 2025 net sales for Action were €4,771m and EBITDA €805m, representing 30% and 34% of annual totals.
3i Infrastructure plc's share price increased 3% in the quarter, closing at 374p.
Cash at 31 Dec 2025 was £995m, with net debt at £216m and gearing at 1%.
Outlook and guidance
Action's 2026 started strongly, with LFL sales growth of 6.1% in the first four weeks of January 2026.
Further details on Action's 2025 performance and 2026 guidance to be provided at the March 2026 Capital Markets Seminar.
Management expects another strong year of compounding growth.
Action France LFL sales recovery drivers
Action's increased leverage rationale
Rationale for 3i's increased Action stake
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Latest events from 3i Group
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Investor Update20 Jan 2026 - 10% total return and 2,261p NAV per share, driven by Action and resilient portfolio.IIIH1 202514 Jan 2026
- Record sales, margin gains, and expansion in 2024 set the stage for further growth in 2025.IIIStatus Update27 Dec 2025
- Strong growth, successful exits, and new investments drive value across key markets.IIIStatus Update9 Dec 2025
- NAV per share rose 7% to 2,711p, led by Action’s growth and a major FX gain.IIIQ1 2026 TU9 Dec 2025
- 25% ROE and 22% NAV growth, led by Action and robust, resilient private equity returns.IIIH2 202517 Nov 2025
- 13% total return and NAV growth led by Action, with higher dividend and prudent capital management.IIIH1 202613 Nov 2025
- Strong Q1 driven by Action's growth, higher NAV, and strategic capital allocation.IIIQ1 2025 TU13 Jun 2025
- NAV per share up 9% and total return 20%, led by Action's outstanding growth.IIIQ3 2025 TU6 Jun 2025
Next 3i Group earnings date
CMD 202626 Mar, 2026
3i Group
Next 3i Group earnings date
CMD 202626 Mar, 2026
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