WENDEL: Wendel Investor Day
View original at globenewswire.comWENDEL: Wendel Investor Day Wendel's transformation: two powerful value creation engines expected to generate more than €7 billion in cash flow by end 2030 and to return at least €1.6 billion to shareholders Cancellation of 3.8% of treasury shares and launch of a share buyback representing 9% of the share capital in 20…
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WPI direct control investments target approximately €300 million per year per investment, potentially alongside co-investors investing similar amounts
80% confidenceAround €1.7 billion will be invested in Wendel Principal Investments (WPI) by 2030
80% confidenceWendel will maintain its Investment Grade credit rating and manage leverage prudently
80% confidenceWPI targets average annual increase in intrinsic value of 12% to 16%
80% confidenceWendel expects to generate more than €7 billion in cash flow by end 2030 and to return at least €1.6 billion to shareholders
80% confidenceBy end 2030, the asset management business is expected to represent more than half of Wendel's intrinsic value
80% confidenceWIM is expected to generate annual FRE in excess of €200 million in 2026 on a pro forma basis following acquisition of Committed Advisors
80% confidencePerformance fees (PRE) from next fundraising vintages could represent approximately €300 million
80% confidenceMore than €1.6 billion is to be returned to shareholders through dividends and share buybacks by 2030
80% confidenceWendel has become a global investment firm with a unique model dedicated to private assets in three years
80% confidenceWendel's recurring cash flows and portfolio proceeds expected to generate solid cash inflow of more than €7 billion by 2030, enabling return of more than €1.6 billion to shareholders
80% confidenceCumulative ordinary dividends expected to represent approximately €1.3 billion returned to shareholders by end 2030
80% confidenceMore than €2.5 billion will be invested in the WIM platform by end 2030
80% confidenceWendel's objective of maintaining at least a stable dividend year-on-year remains unchanged
80% confidenceRemaining balance of more than €1.2 billion will potentially be allocated to additional shareholder returns and/or new investments
80% confidenceWIM targets average organic FRE annual growth of 15% through 2030
80% confidenceDividend policy based on 2.5% of WPI's NAV plus around 90% of dividend distributed by WIM; medium-term target of ~3.5% of NAV
80% confidence
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