Eurazeo Se · EURONEXT:RF
Eurazeo — Eurazeo Paris Ord — Q1 2023 Earnings Presentation
10 slides from Eurazeo's earnings presentation, May 16, 2023
Slide 1: Q1 2023 Revenues
EURAZEO | QI 2023 REVENUES May 16, 2023
Slide 2: Steady AUM Growth
STEADY AUM GROWTH 2 Total AUM1, €bn Fee-paying AUM, €bn +10% 31.6 34.8 +26% 25.0 19.8 Q1 2022 Q1 2023 Q1 2022 Q1 2023 (1) includes commitments from the balance sheet in Eurazeo’s funds and excludes the value of the AM activity Q1 2023 REVENUES - 16.05.2023
Slide 3: Robust Fundraising
ROBUST FUNDRAISING 3 Third party fundraising (€bn) Key developments 878 866 • Continued strong momentum in Private Debt ow Rhône • Second close of Sustainable infra at 420M€ +42% Wealth • In Private Equity, further fundraising in Venture and Secondaries 1 • Wealth inflows representing 21% of Institu
Slide 4: Double Digit Growth in Recurring Revenues
DOUBLE DIGIT GROWTH IN RECURRING REVENUES 4 Management Fees (in €m) +28% 105 82 57 62 47 Q1 2019 Q1 2020 Q1 2021 PF Q1 2022 Q1 2023 1 2021 figures proforma of the first integration of Kurma, forex and ECAF consolidation Q1 2023 REVENUES - 16.05.2023
Slide 5: Selective Deployments, Significant Financial Headroom
SELECTIVE DEPLOYMENTS, SIGNIFICANT FINANCIAL 5 HEADROOM (in €M) DEPLOYMENTS REALIZATIONS DRY POWDER 5,292 4,701 1,745 876 433 341 Q1 2022 Q1 2023 Q1 2022 Q1 2023 Q1 2022 Q1 2023 Private Equity Private debt Real Assets Q1 2023 REVENUES - 16.05.2023
Slide 6: Solid Performance of Portfolio Companies
SOLID PERFORMANCE OF PORTFOLIO COMPANIES 6 Q1 REVENUE GROWTH1 MID LARGE SMALL MID BRANDS GROWTH REAL BUYOUT BUYOUT ASSETS +24% +8% +13% +21% +38% % OF TOTAL PORTFOLIO [ 44% ] [ 8% ] [ 9% ] [ 23% ] [ 11% ] VALUE 1- at constant Eurazeo scope and exchange rate Q1 2023 REVENUES - 16.05.2023
Slide 7: Q&A
7 Q&A Q1 2023 REVENUES - 16.05.2023
Slide 8: About Us
ABOUT US 8 EURAZEO CONTACTS INVESTOR RELATIONS ANALYST COVERAGE Bank of America Philip Middleton Pierre Agathe Berenberg Christoph Greulich BERNARDIN Chanoine CM-CIC Alexandre Gérard pbernardin@eurazeo.com achanoine@eurazeo.com +33 (0)1 44 15 16 76 +33 (0)1 44 15 87 68 Degroof Petercam Joren Van Ake
Slide 9: Disclaimer
DISCLAIMER 9 CONFIDENTIALITY This presentation (the “Presentation”) has been prepared by Eurazeo. This presentation may not be distributed, published or reproduced, in full or in part, and the information contained herein must not be released by its recipients to third parties. The recipients of thi
Slide 10: www.eurazeo.com
www.eurazeo.com