)
Visual
test
Pollen Street
Pollen Street (POLN) investor relations material
Pollen Street H1 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H1 2025 earnings summary16 Sep, 2025
Executive summary
Fundraising for Private Equity Fund V closed at €1.5 billion, exceeding the €1 billion target, and Private Credit Fund IV is on track to surpass its £1 billion target, with £600 million raised by June and a strong investor pipeline.
Total AUM grew 35% year-over-year to £6.1 billion, with fee-paying AUM up 37% to £4.7 billion, driven by strong deployment in both private equity and credit strategies.
Asset manager revenues now represent 76% of group revenues, up from 58% in H1 2023, reflecting a shift to higher quality, recurring management fees.
The group returned over £70 million to shareholders since January 2024 through dividends and buybacks, including an interim dividend of 27p per share and £6.3 million in buybacks in H1.
Full-year guidance maintained, with continued momentum in fundraising, deployment, and earnings growth.
Financial highlights
Fund management income rose 55% to £41.4 million, including £8.4 million of catch-up fees.
Fund Management EBITDA grew 112% year-over-year to £17.7 million, with margin expanding to 43% from 31%.
Profit after tax increased 18% year-over-year to £27.9 million.
EPS rose 25% to 46.0p, and DPS increased 2% to 27.0p.
Operating profit rose 28% to £30.9 million, and management fee income up 87% to £35.2 million.
Outlook and guidance
Fee-paying AUM is expected to continue growing in H2, with management fees normalizing as catch-up fees subside.
Performance fees are expected to be at the lower end of long-term guidance, with full-year investment company returns in line with FY24.
Medium-term AUM growth target of £10 billion reaffirmed, with a progressive dividend policy of no less than 55p per share.
Realization pipeline is incorporated into AUM guidance, with steady progression and no material impact expected from single events.
Operating expenses are expected to grow at low double digits, supporting a path to 50%+ EBITDA margins by the end of the forecast period.
What OpEx investments are prioritized for 50% EBITDA?
How do large PC IV allocations affect fee structures?
Detail PE Fund V capital allocation beyond new platforms.
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Latest summaries
- TimeTickerHeadlineOpen
- 6 Feb004020
Operating profit rose on cost savings and high-value sales, with major US expansion underway. - 6 FebJOUT
Net sales up 31%, gross margin at 36.6%, and net loss narrowed to $3.3 million. - 6 FebPECO
Record 2025 occupancy and 7% Core FFO growth; 2026 targets 5.5% FFO growth and strong acquisitions. - 6 FebPROV
Q2 FY2026 net income rose 65% year-over-year, with higher margins and strong credit quality. - 6 FebNVDA
AI-driven digital twins and accelerated computing are set to revolutionize industrial design and manufacturing. - 6 FebCDP
2025 FFO/share rose 5.8% to $2.72, with strong leasing and investment; 2026 guidance signals more growth. - 6 FebCRI
Q1 2025 saw record revenue, a return to profit, and major new contracts in space technology. - 6 FebCRINet loss widened to 7.5m PLN in H1 2024 as revenue fell and R&D costs remained high.
- 6 FebCRINet loss deepened on lower sales and higher costs, but major new contracts and restructuring are underway.
- 6 FebEMBASSY
Record revenue, NOI, and distributions highlight strong growth and robust segment performance.
Next Pollen Street earnings date
H2 202524 Mar, 2026
Pollen Street
Next Pollen Street earnings date
H2 202524 Mar, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, 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.
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.
)
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.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
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.
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.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@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.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@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.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
Frequently asked questions
Pollen Street PLC operates as a non-bank consumer credit provider. It acquires, invest in, and manages portfolios of unsecured consumer loans. The company provides its customers with a range of products including personal loans, secured car-finance, home-finance, overdrafts and student loans. The company was incorporated in 2015 and is based in London, the United Kingdom.
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