WENDEL : Journée Investisseurs de Wendel

What we drew from this source

The claims Via News extracted from this document. We point to the source; we don't replace it.

• Wendel will generate over 7 billion euros in cash flow by 2030 from recurring asset management fees and portfolio divestments, and allocate more than 1.6 billion euros in shareholder returns through dividends and share buybacks

  80% confidence

• WIM will benefit over time from participation in fund performance (PRE), which can represent approximately 300 million euros for all upcoming fund vintages

  80% confidence

• In 3 years, Wendel has become a global and unique investment company through its model dedicated to private assets with two complementary value-creating businesses: WPI for proprietary direct investment and WIM for third-party management

  80% confidence

• By end of 2030, the asset management business should represent more than half of Wendel's intrinsic value

  80% confidence

• WPI aims to generate average annual growth in intrinsic value of proprietary assets between 12% and 16%

  80% confidence

• Annual dividend corresponds to (i) 2.5% of WPI's revalued net asset value and (ii) approximately 90% of dividends paid by WIM. Medium-term, WIM cash flow growth should allow dividend to reach approximately 3.5% of NAV

  80% confidence

• WIM should manage over 46 billion in assets and exceed 200 million euros in pro forma FRE in 2026 across private equity, private debt and private markets solutions

  80% confidence

• WIM targets average organic FRE growth of 15% per year through end of 2030

  80% confidence

• Wendel is confident in its ability to achieve these ambitious objectives with talented teams, an optimized model offering synergy opportunities, good sector and geographic diversification, and solid financial capabilities

  80% confidence

• WPI will progressively implement a direct investment program under the IK Partners advisory mandate, representing approximately 300 million euros per year per transaction, potentially including co-investors for an equivalent amount

  80% confidence

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