Tikehau Capital (0RP0) Q2 2026 Earnings Call

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WEBVTT NOTE Transcription provided by Deepgram Request Id: 01a0422e-d0c3-77b0-aaf2-c8d0f4336968 Created: 2026-08-27T07:46:01.572Z Duration: 3277.0613 Channels: 1 00:00:00.000 -- 00:00:02.560 Good evening, ladies and gentlemen. Thank you for 00:00:02.560 -- 00:00:04.640 joining us today for H1 00:00:04.640 -- 00:00:07.200 results. I will start with the first couple 00:00:07.200 -- 00:00:09.920 of slides four slides and hand over to 00:00:09.920 -- 00:00:10.639 Henri. 00:00:11.200 -- 00:00:12.240 First slide. 00:00:12.799 -- 00:00:14.000 Market environments 00:00:14.000 -- 00:00:15.839 remain volatile and selective. 00:00:16.165 -- 00:00:17.045 Geopolitical 00:00:17.045 -- 00:00:19.845 developments continue to wait on visibility, 00:00:19.925 -- 00:00:23.845 financing condition remain relatively tight and investor remain 00:00:23.845 -- 00:00:27.045 highly selective in their capital allocation decision. 00:00:27.605 -- 00:00:28.724 In that context, 00:00:28.885 -- 00:00:32.629 discipline matters more than ever. Discipline in deployment, 00:00:32.629 -- 00:00:33.590 underwriting, 00:00:33.590 -- 00:00:34.870 capital allocation 00:00:34.949 -- 00:00:36.309 and cost management. 00:00:37.030 -- 00:00:39.030 This environment is challenging, 00:00:39.110 -- 00:00:41.269 but it also creates opportunities 00:00:41.269 -- 00:00:42.470 for experienced 00:00:42.470 -- 00:00:43.030 professional. 00:00:43.945 -- 00:00:44.824 Importantly, 00:00:45.144 -- 00:00:48.184 we are also seeing encouraging sign of improvement 00:00:48.184 -- 00:00:49.625 in exit activity, 00:00:49.625 -- 00:00:52.504 particularly in part of Private Equity and Real 00:00:52.504 -- 00:00:53.144 Estate. 00:00:54.824 -- 00:00:56.104 So the environment 00:00:56.105 -- 00:00:57.225 remains challenging, 00:00:57.54...