share_log

Earnings Call Summary | Patria Investments(PAX.US) Q1 2024 Earnings Conference

Earnings Call Summary | Patria Investments(PAX.US) Q1 2024 Earnings Conference

業績電話會議摘要 | Patria Investments (PAX.US) 2024 年第一季度業績會議
富途資訊 ·  05/03 19:33  · 電話會議

The following is a summary of the Patria Investments Limited (PAX) Q1 2024 Earnings Call Transcript:

以下是帕特里亞投資有限公司(PAX)2024年第一季度業績電話會議記錄摘要:

Financial Performance:

財務業績:

  • Patria Investments Limited reported Q1 2024 distributable earnings of $31.3 million, or $0.21 per share.

  • Fee-related earnings rose 13% to $35.1 million in Q1 2024 from the same period last year.

  • The company distributed a dividend of $0.18 per share this quarter.

  • Year-to-date capital raised reached $1.1 billion, contributing to the 12-month tally of $5.1 billion.

  • Total AUM and fee-earning AUM grew 17% and 20% respectively YoY.

  • Net accrued performance fee balance reported was $514 million.

  • Patria's long-term debt of $83.4 million was primarily used for the acquisition of real estate business Credit Suisse.

  • FRE per share for 2024 is projected between $1.08 and $1.12, showing a growth of 10% to 12% from 2023's FRE per share.

  • Overall, FRE per share growth between 2023 and 2025 could be up to 40%.

  • Patria Investments Limited報告稱,2024年第一季度可分配收益爲3,130萬美元,合每股收益0.21美元。

  • 2024年第一季度,與費用相關的收益比去年同期增長了13%,至3510萬美元。

  • 該公司本季度分配了每股0.18美元的股息。

  • 今年迄今爲止的籌集資金達到11億美元,爲12個月的51億美元做出了貢獻。

  • 總資產管理規模和收費資產管理規模分別同比增長17%和20%。

  • 報告的淨應計績效費餘額爲5.14億美元。

  • 帕特里亞的8,340萬美元長期債務主要用於收購房地產企業瑞士信貸。

  • 預計2024年的每股自由投資在1.08美元至1.12美元之間,較2023年的每股自由投資增長10%至12%。

  • 總體而言,2023年至2025年之間的每股自由率增長可能高達40%。

Business Progress:

業務進展:

  • Patria's portfolio updates included solid investment performance coupled with substantial capital raising.

  • The company has expanded its platform and diversified its strategy, resulting in over $34 billion of fee-earning AUM.

  • Acquisitions like Aberdeen's private equity solutions business added over $10 billion of fee-earning AUM to their new GPMS vertical.

  • The company announced a significant investment in a greenfield solar plant in Colombia.

  • Over $1 billion of commitments have been secured for Patria's new infrastructure fund, with an operating target of $2.5 billion.

  • Patria's ongoing credit platform expansion includes potential mergers and acquisitions.

  • The partnership with Bancolombia provided Patria with a $1.4 billion real estate investment trust.

  • GPMS acquisition is undergoing integration, and there's positive feedback on fundraising from investors.

  • Patria的投資組合更新包括穩健的投資表現以及大量的資金籌集。

  • 該公司擴大了平台並實現了多元化戰略,從而實現了超過340億美元的收費資產管理規模。

  • 諸如安本私募股權解決方案業務之類的收購爲其新的GPMS垂直行業增加了超過100億美元的收費資產管理規模。

  • 該公司宣佈對哥倫比亞的綠地太陽能發電廠進行重大投資。

  • Patria的新基礎設施基金已獲得超過10億美元的承諾,運營目標爲25億美元。

  • Patria正在進行的信貸平台擴張包括潛在的合併和收購。

  • 與Bancolombia的合作爲帕特里亞提供了14億美元的房地產投資信託基金。

  • GPMS的收購正在整合中,投資者的籌款反饋良好。

More details: Patria Investments IR

Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.

提示:欲了解更多詳情,請訪問投資者關係網站。本文僅供投資者參考,不構成任何投資建議。

譯文內容由第三人軟體翻譯。


以上內容僅用作資訊或教育之目的,不構成與富途相關的任何投資建議。富途竭力但無法保證上述全部內容的真實性、準確性和原創性。
    搶先評論