- 3i’s net asset value per share increased to GBP 24.57 in the third quarter of 2025, compared to GBP 22.61 year-over-year.
- The company’s total return for the nine months of 2024 was 20%.
- 3i received a significant dividend of £215 million from Action in December 2024.
- Action ended the year 2024 with a robust cash balance of €814 million.
- In November 2024, Action completed an amend and extend transaction on approximately 40% of its senior debt, leading to a notable saving in interest costs and an extension of debt maturities.
- New countries where Action operates performed better than budgeted expectations, with sales densities benefiting from increased customer transactions across all markets.
- Analyst recommendations for 3i include 9 buy ratings and 2 hold ratings, with no sell ratings.
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3i Group PLC on Smartkarma
Analyst coverage of 3i Group PLC on Smartkarma, an independent investment research network, is insightful and diverse. Business Breakdowns, in their report titled “3i Group: Capital in Action – [Business Breakdowns, EP.180],” shed light on the unique nature of Three I, a listed private equity firm with a rich history dating back to pre-World War II England. The report highlights 3i’s unconventional approach to investing, operating differently from traditional private equity players by utilizing its own funds. Despite its complex history, 3i remains a significant player in the European retail sector, particularly with its substantial stake in Action3i.
The investment research provided by Business Breakdowns presents a bullish sentiment towards 3i Group PLC, emphasizing the company’s distinct positioning within the investment landscape. The report underscores 3i’s unique status as a publicly traded investment company with a long-standing heritage, making it challenging to fit into conventional investment classifications. This analysis, sourced from public information, serves as a valuable resource for investors seeking a deeper understanding of 3i Group PLC and its strategic approaches in the market.
A look at 3i Group PLC Smart Scores
| Factor | Score | Magnitude |
|---|---|---|
| Value | 3 | |
| Dividend | 2 | |
| Growth | 4 | |
| Resilience | 3 | |
| 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 primarily dealing with private equity, infrastructure, and debt management, appears to have a favorable long-term outlook based on the Smartkarma Smart Scores. With impressive scores in Growth and Momentum, indicating robust potential for expansion and positive market momentum, the company seems well-positioned for future success. Additionally, scoring solidly in Value and Resilience, 3i Group PLC demonstrates a strong foundation and the ability to weather economic uncertainties. Though its Dividend score is average, the company’s overall profile suggests optimism for sustained growth and performance in the years ahead.
3i Group PLC, with investments spread across various regions via local investment teams in Europe, Asia, and North America, shows promise for investors seeking a balanced and diversified portfolio. The company’s emphasis on private equity, infrastructure, and debt management aligns with long-term investment strategies that can yield substantial returns. Smartkarma Smart Scores reflect 3i Group PLC‘s strengths in growth potential and market momentum, indicating a positive trajectory for the company’s future performance. Overall, investors may find 3i Group PLC an attractive option for inclusion in their investment portfolios, given its solid foundation and growth prospects.
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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