Pollen Street PLC
LSE:POLN
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Pollen Street PLC
Pollen Street PLC is a GB-based company operating in Capital Markets industry. Pollen Street PLC is a United Kingdom-based company. The firm acts as an alternative asset manager, which is engaged in investing within the financial and business services sectors across both Private Equity and Private Credit strategies. The firm operates in two segments: the Asset Manager and the Investment Company. The company benefits from a set of asset management activities focused on managing third-party AuM (the Asset Manager) together with on-balance sheet investments (the Investment Company). The Investment Company portfolio is diversified and focused on senior asset-based direct lending investments. These investments target stable high-income returns together with strong capital preservation. The portfolio consists of both direct investments and investments in funds managed by Pollen Street. Pollen Street Capital Limited is the investment manager of the Company.
Pollen Street PLC is a GB-based company operating in Capital Markets industry. Pollen Street PLC is a United Kingdom-based company. The firm acts as an alternative asset manager, which is engaged in investing within the financial and business services sectors across both Private Equity and Private Credit strategies. The firm operates in two segments: the Asset Manager and the Investment Company. The company benefits from a set of asset management activities focused on managing third-party AuM (the Asset Manager) together with on-balance sheet investments (the Investment Company). The Investment Company portfolio is diversified and focused on senior asset-based direct lending investments. These investments target stable high-income returns together with strong capital preservation. The portfolio consists of both direct investments and investments in funds managed by Pollen Street. Pollen Street Capital Limited is the investment manager of the Company.
AUM Growth: Total assets under management rose 35% year-on-year to GBP 6.1 billion, driven by strong fundraising and deployment in both private equity and credit strategies.
Fundraising Success: Private Equity Fund V closed at EUR 1.5 billion, beating its initial EUR 1 billion target, and Private Credit Fund IV reached GBP 600 million by June on track to surpass its GBP 1 billion goal.
Earnings & Margins: Fund Management income increased 55% to GBP 41.4 million, with EBITDA margin rising to 43% from 31%, resulting in a 112% increase in EBITDA to GBP 17.7 million.
Revenue Mix Shift: Asset Management revenues now account for 76% of group revenues, up from 58% in the prior year, reflecting a higher quality, recurring revenue base.
Shareholder Returns: Returned GBP 70 million to shareholders since January 2024 through dividends and buybacks; declared an interim dividend of 27p per share and conducted GBP 6.3 million in buybacks in H1.
Guidance & Outlook: Company is trading in line with expectations, maintaining guidance, and expects continued growth in fee-paying AUM and management fees.
