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Oaktree Specialty Lending Reports Q2 2025 Earnings

Oaktree Specialty Lending Corp ( (OCSL) ) has released its Q2 earnings. Here is a breakdown of the information Oaktree Specialty Lending Corp presented to its investors.

Oaktree Specialty Lending Corporation, a specialty finance company, provides customized credit solutions to companies with limited access to public or syndicated capital markets, focusing on generating income and capital appreciation through various financing solutions.

In its latest earnings report for the fiscal quarter ended March 31, 2025, Oaktree Specialty Lending Corporation reported a decrease in total investment income to $77.6 million from $86.6 million in the previous quarter. The company attributed this decline to lower interest income driven by a smaller average investment portfolio and certain investments placed on non-accrual status.

Key financial highlights include a GAAP net investment income of $39.1 million, a decrease from $44.3 million in the prior quarter, and a net asset value per share of $16.75, down from $17.63. The company originated $407.0 million in new investment commitments with a weighted average yield of 9.5% on new debt investments. Additionally, Oaktree issued $300 million in unsecured notes maturing in 2030 and maintained a total debt to equity ratio of 1.00x.

Despite the challenges faced, Oaktree Specialty Lending remains focused on diversifying its portfolio and capitalizing on market opportunities. The management is committed to resolving issues with challenged portfolio company investments and positioning the portfolio for consistent performance amid market uncertainties.

Looking ahead, Oaktree Specialty Lending Corporation aims to leverage its strong liquidity position, with over $1.0 billion of undrawn capacity under its credit facilities, to invest in attractive opportunities and deliver shareholder value.

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