Company Tikehau Capital

Equities

TKO

FR0013230612

Investment Management & Fund Operators

Analysts' Consensus

Business Summary

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Holdings

Company contact information

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Sales per Business

Ratings for Tikehau Capital

EPS Revisions

Quarterly earnings - Rate of surprise

Sector Investment Management

Real-time Euronext Paris Other stock markets 05:11:35 2024-04-18 am EDT			5-day change	1st Jan Change
21.35 ^EUR	+0.95%		+0.23%	+3.64%

Apr. 03	Tikehau Capital: controlling holding strengthened	CF
Mar. 27	Tikehau Capital: concert of shareholders under 2/3 of votes	CF

Tikehau Capital is an asset management and investment group which manages c. EUR 38.8 billion of assets and has 3.1 billion of shareholders' equity at the end of 31/12/2022. The group invests in various asset classes (private debt, real estate, private equity, and liquid strategies), including through Tikehau IM (an asset management subsidiary that operates on behalf of institutional and private shareholders).

Controlled by its managers alongside first-tier institutional partners, Tikehau Capital has 742 employees in offices in Paris, London, Brussels, Madrid, Milan, Seoul, Singapore, New York, Tokyo, Luxembourg, Amsterdam, Frankfurt, Tel Aviv and Zurich.

Number of employees: 758

EUR in Million	2022	Weight	2023	Weight	Delta
Investment 100.0 %	298	100.0 %	179	100.0 %	-39.96%

EUR in Million	2022	Weight	2023	Weight	Delta
Global 100.0 %	298	100.0 %	179	100.0 %	-39.96%

Managers	Title	Age	Since
Cécile Cabanis CEO	Chief Executive Officer	52	21-07-31
Laure Perréard DFI	Director of Finance/CFO	-	19-05-08
Ephraïm Marquer CMP	Compliance Officer	-	17-12-31
Bertrand Honoré CTO	Chief Tech/Sci/R&D Officer	-	17-12-31
Jean-Marc Delfieux CIO	Chief Investment Officer	-	-
Louis Igonet IRC	Investor Relations Contact	-	18-05-31
Nathalie de Mortemart LAW	General Counsel	-	17-12-31
Anne Le Stanguennec AUD	Comptroller/Controller/Auditor	-	12-12-31
Emmanuelle Costa HRO	Human Resources Officer	-	14-12-31
Guillaume Spinner PRN	Corporate Officer/Principal	50	19-07-16

Members of the board	Title	Age	Since
Christian de Labriffe CHM	Chairman	77	17-02-27
Remmert J. Laan BRD	Director/Board Member	81	18-12-05
Jean-Louis Charon BRD	Director/Board Member	66	16-11-06
Roger Caniard BRD	Director/Board Member	56	17-02-22
Léon Seynave BRD	Director/Board Member	-	17-01-04
Constance de Poncins BRD	Director/Board Member	55	17-02-27
Jean Charest BRD	Director/Board Member	65	16-12-20
Fanny Picard BRD	Director/Board Member	55	17-02-27
Florence Lustman BRD	Director/Board Member	63	17-02-27
Anne-Laure Naveos BRD	Director/Board Member	44	16-11-06

	Vote	Quantity	Free-Float	Company-owned shares	Total Float
Stock A	1	175,193,044	64,428,848 ( 36.78 %)	0	36.78 %

Name	Equities	%	Valuation
Tikehau Capital Advisors SAS 57.49 %	100,749,306	57.49 %	2 214 M €
Mutuelle d'Assurances du Corps de Santé Français 6.988 %	12,246,257	6.988 %	269 M €
ISALT-Investissements Stratégiques en Actions Long Terme SASU 6.912 %	12,113,782	6.912 %	266 M €
Fakarava Capital 5.282 %	9,256,605	5.282 %	203 M €
Esta Investments Pte Ltd. 3.045 %	5,335,678	3.045 %	117 M €
Arkea Capital Partenaire SASU 2.954 %	5,176,988	2.954 %	114 M €
Mutuelle Epargne Retraite Prévoyance Carac 2.521 %	4,418,477	2.521 %	97 M €
Mutuelle Assurance Commerçants et Industriels France SAM 1.911 %	3,348,280	1.911 %	74 M €
PEUGEOT INVEST 1.734 %	3,038,926	1.734 %	67 M €
Confederation Nationale Crédit Mutuel SA 1.580 %	2,769,589	1.580 %	61 M €

Name	Equities	%	Valuation
JUDO CAPITAL HOLDINGS LIMITED 1.24%	13,714,286	1.24%	11,899,749 $

Tikehau Capital SCA

32, rue de Monceau

75008, Paris

+33 1 40 06 26 26

http://www.tikehaucapital.com

Name	Category and Sector
Tikehau Income Cross Assets	Investment Trusts/Mutual Funds
Tikehau Crédit Plus	Investment Trusts/Mutual Funds
Tikehau 2022	Investment Trusts/Mutual Funds
Solon	Investment Trusts/Mutual Funds
Tikehau Retail Properties I	Investment Trusts/Mutual Funds
Tikehau Equity Selection	Investment Trusts/Mutual Funds
Tikehau 2025	Investment Trusts/Mutual Funds
Tikehau Retail Properties III	Investment Trusts/Mutual Funds
TIKEHAU REAL ESTATE III	Investment Trusts/Mutual Funds
Tikehau Investment Management SAS Tikehau Investment Management SAS Investment ManagersFinance Tikehau Investment Management SAS (Tikehau IM) is an independent alternative asset management firm headquartered in Paris, France. The firm was co-founded by Bruno de Pampelonne and Mathieu Chabran in 2007. Tikehau IM provides bespoke and innovative alternative financing solutions to private and institutional investors.	Investment Managers
Takume SARL Takume SARL Financial ConglomeratesFinance Part of Stichting Administratiekantoor Frère-Bourgeois, Takume SARL is a French company that provides investment services. The private company is based in Paris, France.	Financial Conglomerates
FCT Novo 2	Investment Trusts/Mutual Funds
Tikehau Capital Europe Ltd. Tikehau Capital Europe Ltd. Financial ConglomeratesFinance Part of Stichting Administratiekantoor Frère-Bourgeois, Tikehau Capital Europe Ltd. is a British company that provides financial intermediary services. The private company is based in London, UK.	Financial Conglomerates
GF Private Debt Europe FPS	Investment Trusts/Mutual Funds
Tikehau Preferred Capital FCPR	Investment Managers
Tikehau Energy Opportunity FCP	Investment Trusts/Mutual Funds
Tikehau Retail Properties II Sppicav	Investment Trusts/Mutual Funds
FCT UCG	Investment Managers
FCT AFE	Finance/Rental/Leasing
Tikehau Investment Management Asia Pte Ltd. Tikehau Investment Management Asia Pte Ltd. Investment ManagersFinance Tikehau Investment Management Asia Pte Ltd. (Tikehau IM Asia) is the investment management subsidiary of Tikehau Investment Management, itself owned by Tikehau Investment Management SAS in France. Headquartered in Singapore, Tikehau IM Asia provides asset management services to individual, institutional and retail investors.	Investment Managers
Tikehau Crédit Court Terme FCP	Investment Trusts/Mutual Funds
TRE Acquisition II SAS TRE Acquisition II SAS Real Estate DevelopmentFinance TRE Acquisition II SAS is a French company that leases real estate properties.	Real Estate Development
TRE MDB II SAS TRE MDB II SAS Real Estate DevelopmentFinance TRE MDB II SAS provides real estate services.	Real Estate Development
Carac FEF FCP	Investment Trusts/Mutual Funds
Guenegaud FCP	Investment Trusts/Mutual Funds
Tikehau Entraid'épargne Carac FCP	Investment Trusts/Mutual Funds
Tikehau Senior Loan II	Investment Managers
Tikehau Real Estate II SAS Tikehau Real Estate II SAS Real Estate DevelopmentFinance Part of Tikehau Investment Management SAS, Tikehau Real Estate II SAS provides real estate services. The private company is based in Paris, France.	Real Estate Development
Tikehau Capital North America LLC Tikehau Capital North America LLC Investment ManagersFinance Part of Tikehau Capital Advisors SAS, Tikehau Capital North America LLC provides investment advisory services. The private company is based in New York, NY.	Investment Managers
Tikehau Green Properties Fund	Investment Trusts/Mutual Funds
Tikehau Private Assets FPS	Investment Trusts/Mutual Funds
Star America Fund II GP LLC
Tikehau Capital Belgium NV Tikehau Capital Belgium NV Investment ManagersFinance Part of Tikehau Capital SCS, Tikehau Capital Belgium NV provides asset management and investment services.	Investment Managers
Chaise SpA Chaise SpA Financial ConglomeratesFinance Part of Tikehau Capital SCA, Chaise SpA is an Italian company that provides investment services. The private company is based in Milan, Italy.	Financial Conglomerates
Tikehau Capital Americas Holdings LLC
Tikehau PDS I GP LLC
MACSF Invest SAS
Star Amercia Infrastructure Partners LLC
APC3 Holding SAS
Tikehau Venture SASU Tikehau Venture SASU Investment ManagersFinance Tikehau Venture SASU, a traded company, invests in companies located in Europe. The fund focuses on companies from a broad range of sectors. It participates in early stage capital requirements.	Investment Managers
Tikehau Secondary SAS Tikehau Secondary SAS Investment ManagersFinance Tikehau Secondary SAS, a traded fund, invests in companies located in Europe. The fund targets companies from a broad range of sectors. It is designed to make secondary investments in portfolio companies in venture capital, growth, or LBO operations and acquires shares in funds.	Investment Managers
Tikehau Capital UK Ltd. Tikehau Capital UK Ltd. Financial ConglomeratesFinance Part of Tikehau Capital Advisors SAS, Tikehau Capital UK Ltd. is an investment holding private company. Tikehau Capital UK Ltd. is based in London, UK. Founded in 2013, Tikehau Capital functions as an investment holding company.	Financial Conglomerates

Trading Rating

Investor Rating

ESG Refinitiv

B-

More Ratings

Sell

Buy

Mean consensus

BUY

Number of Analysts

Last Close Price

21.15 EUR

Average target price

27.29 EUR

Spread / Average Target

+29.03%

Consensus

Estimates Revisions

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Banking & Investment Services

Investment Banking & Investment Services

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Investment Management

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