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Tikehau Capital (TKO) investor relations material
Tikehau Capital Q1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Achieved €1.0bn net new money in Q1 2026 for private markets strategies, with strong progress in flagship strategies.
Successfully exited Schroders investment, generating a 64% gross IRR and €239m in revenues over the holding period.
Launched Tikehau Amova Investment Management, expanding Asia-focused private assets strategies.
Continued expansion of Real Estate Debt platform in both the US and Europe.
Asset Management companies to be unified under one platform by June 2026 to enhance global strategic partnerships.
Financial highlights
Assets under management (AuM) reached €53.0bn as of 31 March 2026, up 7% year-over-year.
€1.0bn deployed in Q1 2026, €6.9bn over the last twelve months, up 6% year-over-year.
Realizations totaled €0.4bn in Q1 2026 and €3.7bn over the last twelve months, up 43% year-over-year.
€7.5bn of dry powder available as of 31 March 2026.
Outlook and guidance
Strong confidence in long-term fundamentals and differentiated product pipeline for the remainder of 2026.
Strategic priorities set across geographies and asset classes, with focus on growth and profitability.
- Record AuM, double-digit profit growth, and strong international inflows; ambitious 2026 targets.TKO
H2 2025 & Status update10 Apr 2026 - Record net inflows and double-digit AuM growth set the stage for H2 acceleration.TKO
H1 20242 Feb 2026 - All resolutions passed as AUM exceeded $50B, net income rose, and a higher dividend was approved.TKO
AGM 202524 Dec 2025 - Record fundraising, AuM growth, and profit acceleration highlight a strong 2024.TKO
H2 202416 Dec 2025 - Net profit rose 50% on record fundraising and strong international inflows in H1 2025.TKO
H1 202516 Nov 2025 - AuM hit €51.1bn with record fundraising and deployment, targeting €7.2bn net inflows for FY25.TKO
Q3 202523 Oct 2025 - AuM up 12.4% YoY to €47.1bn, with strong fundraising and accelerating profit outlook.TKO
Q3 2024 TU13 Jun 2025 - AuM up 14% YoY to €50.6bn, driven by robust fundraising and credit strategy deployment.TKO
Q1 20255 Jun 2025
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