- 3i Group reported a total return of GBP 3.29 billion for the first half of 2025, surpassing the estimated GBP 2.78 billion.
- The interim dividend announced is 36.5 pence per share.
- For the six months ending 30 September 2025, the company’s total return on opening NAV was 7.4%, an increase from 5.1% in the same period of 2024.
- 3i is on track to meet its dividend target of 13.45 pence per share for the year ending 31 March 2026, marking a 6.3% increase year-over-year.
- The company anticipates ending its financial year with an operating cash profit, due to expected cash income exceeding cash operating expenditures in the second half of FY2026.
- Despite a decline in consumer confidence since the summer, year-to-date like-for-like trading remains strong.
- Analysts’ recommendations comprise 11 buys, 2 holds, and no sells for 3i.
3i Group PLC on Smartkarma
Analysts on Smartkarma, a platform for independent investment research, have provided coverage on 3i Group PLC. According to the report titled “Primer: 3i Group PLC (III LN) – Sep 2025″ by an analyst from Ξ±SK, the company’s performance is heavily influenced by its majority stake in Action, a fast-growing European non-food discount retailer. This investment in Action plays a crucial role in 3i Group’s Net Asset Value (NAV). The company stands out due to its unique proprietary capital model, allowing for long-term investments, unlike traditional private equity firms that rely on external funds. Simon Borrows, the CEO since 2012, has led a significant transformation at 3i, focusing on portfolio optimization, debt reduction, and generating strong shareholder returns, as reflected in a substantial increase in the company’s share price during his tenure.
A look at 3i Group PLC Smart Scores
| Factor | Score | Magnitude |
|---|---|---|
| Value | 3 | |
| Dividend | 2 | |
| Growth | 3 | |
| Resilience | 4 | |
| Momentum | 5 | |
| OVERALL SMART SCORE | 3.4 |
Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma
3i Group plc, an international investor specializing in private equity, infrastructure, and debt management, shows a promising long-term outlook based on the Smartkarma Smart Scores. The company scored well in factors like resilience and momentum, indicating a strong position for future growth and stability. While the value and growth scores are decent, there is room for improvement in the dividend aspect. Overall, with a diversified investment portfolio spanning across continents through local teams, 3i Group PLC stands poised for continued success in the global market.
Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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