FORESIGHT GROUP HOLDINGS LIMITED (FSG) — Results for the six months ended 30 September 2025

Investor webinar replay

Replay transcript excerpt

Good afternoon, and welcome to the FORESIGHT GROUP HOLDINGS LIMITED investor presentation. Throughout this recorded presentation, investors will be in listen only mode. Questions are encouraged, and they can be submitted at any time using the Q and A tab situated on the right hand corner of your screen. Simply type in your questions and press set. The company may not be in a position to answer every question it receives during the meeting itself. However, the company can view your questions submitted today and publish responses where it is appropriate to do so. Before we begin, I would like to submit the following poll. And I would now like to hand you over to CEO, Gary Fraser. Good afternoon to you, sir. Good afternoon, and and thank you for that, Alex. I'm my name's Gary Fraser. I'm the chief executive of FORESIGHT GROUP, and I'm here today to present the interim results for the half year to 09/30/2025. So I take the first slide on FORESIGHT to give you a little bit of a flavor for FORESIGHT's strengths. I'm FORESIGHT is well renowned for its high quality earnings. So on an annual basis, we see about 85 to 90% recurring annual revenue, and that's as a result of a number of funds that FORESIGHT has. So unlike many of our competitors, FORESIGHT's got over 40 funds generating management fees. So every year, we start off knowing pretty much what our minimum amount of recurring revenue is gonna be, and we're able to build on that as we raise new funds during the year. Specialist capabilities are the second thing. So FORESIGHT really has three key verticals. One is private equity. The second is real assets or infrastructure as it was previously known. And the third one is FORESIGHT capital management where we invest in listed stocks with a sustainability bias. In terms o...