Tikehau Capital (0RP0) Q2 2025 Earnings Call

Investor webinar replay

Watch the replay and follow the connected company analysis, news, and investor updates for Tikehau Capital Sca.

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Replay transcript excerpt

WEBVTT 00:00:00.031 -- 00:00:02.554 Thank you very much. Good evening, everyone. 00:00:02.554 -- 00:00:08.681 Thank you to attend our first semester results presentation. 00:00:08.681 -- 00:00:13.727 We'll try to be brief. We have 32 slides and we'll be happy to answer all 00:00:13.727 -- 00:00:16.308 of your questions. 00:00:16.351 -- 00:00:21.737 I will probably start with a brief description of the environments. 00:00:21.737 -- 00:00:26.457 The landscape we are facing today is marked by complexity. 00:00:26.457 -- 00:00:31.803 But for entrepreneurial companies, it creates a lot of opportunities, 00:00:31.803 -- 00:00:35.086 both in terms of fundraising, 00:00:35.086 -- 00:00:41.671 Europe is becoming more and more attractive, but also in terms of investment. 00:00:41.793 -- 00:00:47.299 Geopolitical development continues to drive market uncertainty, requiring 00:00:47.299 -- 00:00:50.640 vigilance and adaptability. 00:00:50.903 -- 00:00:56.579 At the same time, macroeconomic trends are encouraging a cautious stance 00:00:56.579 -- 00:01:01.703 as investor weight risk and reward carefully. 00:01:02.507 -- 00:01:05.611 We also noticed across sector 00:01:05.611 -- 00:01:11.119 increasing divergence in dynamics, highlighting the importance of understanding 00:01:11.119 -- 00:01:15.464 specific industry trends and major movements. 00:01:15.464 -- 00:01:19.630 For instance, in real estate, complexity is there. 00:01:19.630 -- 00:01:25.807 It's a rebalancing phase, and we decided that TKO2 took advantage of that. 00:01:25.807 -- 00:01:31.114 Finally, market dispersion reinforce the need for selectivity 00:01:31.114 -- 00:01:36.061 as identifying the right opportunities becomes more critical than ever. 00:01:36.061 -- 00:01:41.089 Our global footprint and our 17 offices ...