Tikehau Capital - Q1 Results: Strong fundraising
AuM up 3% YTD to EUR 44.4bnFundraising very strong with net new money up 23% YoY to EUR 1.5bn despite challenging fundraising environmentManagement reiterated the 2026 targets, including an AuM target of EUR 65bn.We stick to our neutral stance as we believe the 2026 targets remain overambitious. Tikehau Capital will likely profit from an expected recovery in alternative assets in H2 of this year. However, looking at valuation, we believe Sofina, Brederode and Eurazeo are better positioned to benefit from this recovery. Hold reiterated. TP remains at EUR 24Tikehau Capital SCA Formerly known as Tikehau Capital SCS. Tikehau Capital SCA is a France-based asset management and investment company. The Company invests in various asset classes, including Private Debt, which comprises debt financing transactions, such as senior debt, unitranche and mezzanine, as well as collateralized loan obligations; Real Estate, which focuses on commercial property and seeks sale and lease-back transactions in which the Company's vehicles act as purchaser; Private Equity, which encompasses investments in the equity capital of listed and non-listed companies, and Liquid Strategies, which encompasses investments in bonds, investment grade securities and the management of open-ended funds. The Company operates either through direct equity investments or through its asset management subsidiary, Tikehau IM, on behalf of institutional and private investors. The Company has offices in Paris, London, Brussels, New York and Singapore, among others.
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