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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.
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Next Pollen Street earnings date
H2 202524 Mar, 2026
Pollen Street
Next Pollen Street earnings date
H2 202524 Mar, 2026
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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.
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