Kamco Investment Company K.s.c.p. · KSE:KAMCO
Kamco Investment Company K.s.c.p — Kamco Investment Company — H1 2025 Earnings Presentation
19 slides from Kamco Investment Company K.s.c.p's earnings presentation, Aug 18, 2025
Slide 1: Kamco Investment Company Investors Presentation – 6M 2025
Kamco Investment Company Investors Presentation – 6M 2025 18 August 2025
Slide 2: Disclaimer
Disclaimer › This presentation is not an offer or invitation to subscribe to or purchase any securities. No warranty is given as to the accuracy or completeness of the information in this presentation. You must make your own independent investigation and appraisal of the business and financial condi
Slide 3: Kamco Invest - A regional non-banking financial powerhouse
Kamco Invest - A regional non-banking financial powerhouse › An independently managed › Licensed by Kuwait’s Capital Business Offerings subsidiary of Burgan Bank, a Markets Authority & Central Asset Management › Equity & Fixed Income member of KIPCO Group, Bank of Kuwait › Alternative Investments ad
Slide 4: Well positioned to better serve our clients
Well positioned to better serve our clients › Specialized Wealth Management team covering the region › An extensive client base including sovereign wealth Placement Power funds, government entities, corporates, family offices and HNWI › Presence in key capital markets in the MENA region Regional Foo
Slide 5: Market Overview
> Market Overview
Slide 6: GDP growth and oil prices
GDP growth and oil prices › Global real GDP growth is expected to come in at 3.0% for 2025 and Oil Market 3.1% for 2026, which is higher than expected as compared to earlier › Crude oil prices declined to the lowest level in more than four years during expectations. This upward revision reflects str
Slide 7: Capital markets performance
Capital markets performance › Global markets rebounded after the tariff-led World & MENA Index Performance World & MENA Index Performance sell off in April-2025. Most asset classes Q2-2025 1H-2025 witnessed gains during the quarter as focus 13.7% Japan 20.1% Germany was back on economic growth as re
Slide 8: Business & Financial Performance
Business & Financial Performance
Slide 9: Performance at a glance
Performance at a glance › KWD5.9mn profits in Q2 2025, 6M profits 6M 2025 6M 2024 Change KWD7.1mn Fee Income (KWD mn) 7.51 8.12 -7.48% › Fee income stood at KWD7.5mn Total Income (KWD mn) 19.05 12.85 48.21% General & Admin. Expenses (KWD mn) 11.00 8.06 36.49% › Total liabilities increased by 0.8% Ne
Slide 10: Accomplishments
Accomplishments Shareholder Structure › Manages high-performing fixed income Investment Banking portfolios and funds, offering clients access › Burgan Bank’s acquisition of United Gulf to a broad range of fixed income products Bank (UGB), the major shareholder of across primary and secondary markets
Slide 11: Accomplishments
Accomplishments Regional Presence Digitization Brokerage › Continued to strengthen our presence in › Continued to develop and enhance the › Service offered through Oula Wasata, the respective markets we operate in Kamco Invest App and web client portal Kamco Invest’s brokerage arm through new added
Slide 12: Assets Under Management
Assets Under Management › AUM KWD 5.22bn 6,000 (USD17.1bn) as of 30 June 2025 Acquisition of majority stake in Global › CAGR 12.4% 5,000 Investment House since inception in 1998 COVID-19 4,000 KWD million 3,000 2,000 International Financial Crisis 1,000 0 1998 2000 2002 2004 2006 2008 2010 2012 2014
Slide 13: Financial Performance - Income Statement
Financial Performance - Income Statement › Total income was Fee Income 6M 2025 6M 2024 impacted by: (KWD 000) (KWD 000) › Increase in 2024 2025 8.1 investment gain INCOME 7.5 › one-off KWD million Fee income 7,509 8,116 proceeds from a 4.6 legal case ruled Net (Loss) gain on financial assets at fair
Slide 14: Financial Performance - Income Statement
Financial Performance - Income Statement › General and General & Administrative Expenses 6M 2025 6M 2024 administrative (KWD 000) (KWD 000) expenses 2024 2025 EXPENSES increased by 36% General and administrative expenses 11,001 8,060 due to business 11 Finance costs 1,282 1,721 KWD million expansion
Slide 15: Financial Position – Assets
Financial Position – Assets › Total assets 30 June 2025 31 Dec 2024 Total Assets KWD (000) KWD (000) increased by 4.4% 135.5 › Cash & cash 131.1 129.8 equivalents Cash and cash equivalents 31,409 31,652 KWD million represents 23.2% of total assets Loans and advances 1,724 1,762 › Investments to Fina
Slide 16: Financial Position – Liabilities & Equity
Financial Position – Liabilities & Equity › Total liabilities 30 June 2025 31 Dec 2024 Liabilities increased by 0.8% KWD (000) KWD (000) 70.0 64.5 65.0 › Owners’ Equity 60.0 LIABILITIES stands at 18.1 17.1 Loans 47,950 46,400 50.0 KWD million KWD67.7mn Other liabilities 17,077 18,136 40.0 ─────── ──
Slide 17: Share Information
> Share Information
Slide 18: Share Information
Share Information Legal Name Kamco Investment Company K.S.C. (Public) Date Established 16 September 1998 Regulated By Kuwait's Capital Markets Authority (CMA) and Central Bank of Kuwait Listing Date 20 October 2003 Stock Ticker KAMCO Bloomberg Ticker KAMCO KK Equity Thomson Reuters Ticker KAMC.KW Pa
Slide 19: kamcoinvest.com
kamcoinvest.com
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