Invalda INVL Reports Strong Growth in Q1 Performance

Invalda INVL Group's Solid Start to 2025

Invalda INVL has showcased remarkable performance, reporting equity of EUR 238.1 million by the close of March. This substantial figure translates to EUR 19.82 per share, reflecting an impressive increase of 30.9% and 30.8% from the previous year’s figures, inclusive of dividends paid out to investors.

During the first quarter of 2025, the asset management group attained an unaudited net profit of EUR 15.9 million, marking a significant rise as it's 3.4 times greater than the EUR 4.7 million reported in the same quarter last year. This demonstrates the effectiveness of their strategies and the solid demand for their services.

Growth in Client Assets and Initiatives

Despite reporting a EUR 3 million loss for clients, largely due to fluctuations in global markets, the total value of assets under management saw an impressive increase of 27.9%, reaching over EUR 1.9 billion by the end of March 2025. This highlights the resilience and adaptive strategies of Invalda INVL in a challenging market environment.

Darius Šulnis, the CEO of Invalda INVL, emphasized that the launch of the INVL Private Equity Fund II marks a crucial milestone for the group and characterizes it as the largest fund currently operating in the Baltics. This venture is expected to contribute substantially to future growth.

Revenue from Asset Management

The revenue generated from client assets management totalled EUR 3.9 million in the first quarter, which is a 32.8% increase compared to January-March of the previous year. This uptick indicates that clients are increasingly confident in the group's ability to manage their investments effectively.

Invalda INVL's core business, which includes the management of its own investments alongside client funds, recorded a profit of EUR 1.2 million, though slightly lower than the EUR 1.4 million from the same period last year. This nuanced outcome reflects a dynamic business landscape where adaptations are continually being made.

Strategic Leadership Changes

As of April 1, a new chapter began for INVL Asset Management with Andrius Na?ajus, a finance executive noted for his extensive experience, stepping in as CEO. This leadership change is anticipated to bring fresh perspectives to the management strategy.

Darius Šulnis reiterated that their primary focus remains on the sustainable management of entrusted assets, aiming to generate long-term value for investors. He views divestments as essential to this strategy, ensuring that the group can optimize its investment portfolio.

Successful Fund Initiatives

The quarter also showcased successful moves by the INVL Baltic Sea Growth Fund, which completed the sale of InMedica Group, Lithuania's largest private healthcare network. This divestment is highlighted as a prime example of strategic growth, returning significant capital to investors while reinforcing the group’s commitment to building leading industry players.

Investment Outlook and New Ventures

Looking forward, Invalda INVL is actively scouting suitable investment opportunities for the new INVL Private Equity Fund II. Darius Šulnis noted that they expect at least two acquisitions to be finalized by the end of the year, indicating a proactive approach toward expansion and portfolio diversification.

Invalda INVL's recent ventures have also included the INVL Renewable Energy Fund I, which competes in Romania and Poland. The fund successfully oversubscribed an EUR 8 million bond issue by 1.7 times earlier in the year, demonstrating strong investor confidence in their approaches.

Expansion of Family Office Services

The INVL Family Office has made strides in expanding its clientele beyond Lithuania, increasing its investments in neighboring Latvia and Estonia. Their involvement in the Vilnius Lyceum Alumni Endowment fund showcases their commitment to social initiatives, focusing on establishing and executing impactful investment strategies.

Equity Investments Driving Performance

Invalda INVL’s other equity investments contributed significantly to the group's earnings in the first quarter, with EUR 17.7 million impacts recorded. The strong performance of banks in which the company has stakes has been a primary driver of growth. Notable earnings were reported from maib, Moldova's largest bank, and Artea Bank, reinforcing confidence in these assets.

Litagra, a key player in the agricultural sector, contributed positively with EUR 1.6 million to Invalda INVL’s Q1 results. Darius Šulnis expressed optimism regarding the future impacts of their investments, particularly in a promising market environment.

For further details, please reach out to:

Darius Sulnis, CEO of Invalda INVL
Darius.Sulnis@invl.com

Frequently Asked Questions

What is the current equity of Invalda INVL as of March 2025?

The equity of Invalda INVL amounted to EUR 238.1 million by the end of March 2025.

How much profit did Invalda INVL report for the first quarter of 2025?

Invalda INVL earned an unaudited net profit of EUR 15.9 million for the first quarter of 2025.

What is the INVL Private Equity Fund II?

The INVL Private Equity Fund II is a recently launched fund aimed at strategic investments in various sectors, marking a significant initiative for Invalda INVL.

What initiatives has the INVL Family Office undertaken?

The INVL Family Office has expanded its client base significantly across Lithuania, Latvia, and Estonia, and is involved in the Vilnius Lyceum Alumni Endowment fund.

How did Invalda INVL's equity investments perform in Q1 2025?

The equity investments contributed EUR 17.7 million to earnings, influenced by the strong performance of banks like maib and Artea Bank.

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