EarningsQ2 2026 Earnings Report

3i Group plc (IIIN) Q2 2026 Earnings Report

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Previous Report: Q4 2025

Next Report: Q4 2026

MX:IIIN Q2 2026 EPS Results

Actual EPS$82.00

Consensus EPS―

Beat/Miss―

One Year Ago EPS$51.07

MX:IIIN Q2 2026 Revenue Results

Actual Revenue$4.63B

Expected Revenue―

Beat/Miss―

YoY Revenue Growth+88.24%

Earnings Announcement Details

QuarterQ2 2026

Date11/13/2025

TimeBefore Open

Conference CallThursday, November 13, 2025

MX:IIIN Upcoming Earnings

3i Group plc's next earnings date is estimated for November 5, 2026, based on past reporting schedules.

Q2 2026 Earnings Call Audio

No earnings call audio is available for this earnings event.

Q2 2026 Earnings Slide Deck

No slide deck is available for this earnings event.

Q2 2026 Earnings Call Summary

Q2 2026

Earnings Call Date:Nov 13, 2025|

% Change Since:

Earnings Call Sentiment|Positive

The earnings call presented a generally positive outlook with strong performance metrics and growth in key areas such as Action and Royal Sanders. However, challenges in the French market and macroeconomic concerns present notable risks.

Company Guidance

During the 3i Group plc Half Year Results Presentation, the company reported a total return of 13%, with a net asset value (NAV) per share increasing to GBP 28.57 from GBP 22.61 the previous year. The gross investment return was 14% from private equity and 9% from infrastructure, with private equity showing strong earnings growth, where 86% of the portfolio by value grew earnings by more than 10%. Action, a significant part of their portfolio, demonstrated impressive performance with net sales up 17.4% and operating EBITDA increasing by 16.3% to GBP 1.563 billion. The company opened 272 new stores, with plans to reach approximately 380 by year-end, reflecting a 13% increase in store numbers. The French market posed challenges, potentially affecting the 6.1% like-for-like sales growth guidance, but the company remains optimistic about the Christmas season's impact. The investment in Action increased to 62.3%, with a significant refinancing deal completed in October, raising EUR 1.6 billion, mostly at a fixed euro cost under 4.6%, resulting in pro forma leverage of 3x. The broader private equity portfolio was valued at GBP 27.1 billion, with positive contributions from Royal Sanders and Audley, and the infrastructure portfolio valued at GBP 2.2 billion, contributing to a consistent compounding return on equity.

Strong Financial Performance

3i Group delivered a total return of 13%, with a net asset value per share increasing to GBP 28.57 from GBP 22.61, and a gross investment return of 14% from private equity and 9% from infrastructure.

Action's Continued Growth

Action expanded with net sales up 17.4% and operating EBITDA up 16.3% to GBP 1.563 billion. Like-for-like sales increased by 5.7%, and the company opened 272 new stores, with a target of 380 by year-end.

Successful Debt Management

Action raised EUR 1.6 billion in the U.S. and European debt markets with strong demand, and achieved interest cost savings of EUR 14 million through refinancing.

Royal Sanders Performance

Royal Sanders delivered good organic growth and excellent cash flow, contributing to the positive performance of the private equity portfolio.

Positive Currency Impact

Foreign exchange movements contributed a positive 78p to the net asset value per share, driven by the depreciation of the pound against the euro.

MX:IIIN Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change
Nov 05, 2026	2027 (Q2)	40.23 / -	82.004	―
May 14, 2026	2026 (Q4)	- / 48.05	74.74	-35.71% (-26.69)
Nov 13, 2025	2026 (Q2)	- / 82.00	51.065	60.59% (+30.94)
May 15, 2025	2025 (Q4)	- / 74.74	54.154	38.01% (+20.59)
Nov 14, 2024	2025 (Q2)	- / 51.07	41.75	22.31% (+9.32)
May 09, 2024	2024 (Q4)	- / 54.15	70.541	-23.23% (-16.39)
Nov 09, 2023	2024 (Q2)	- / 41.75	44.043	-5.21% (-2.29)
May 11, 2023	2023 (Q4)	- / 70.54	45.37	55.48% (+25.17)
Nov 10, 2022	2023 (Q2)	26.05 / 44.04	54.758	-19.57% (-10.72)
May 12, 2022	2022 (Q4)	- / 45.37	15.035	201.77% (+30.34)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed