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Mar 31

Marex Group plc Q1 2025 Earnings Report

Marex Group plc reported a strong Q1 2025, with significant growth in revenue and earnings.

Key Takeaways

Marex delivered a robust performance in Q1 2025 with a 28% increase in revenue and a 66% surge in profit before tax, supported by strong client activity and growth across all business segments.

Adjusted profit before tax rose 42% to $96.3 million.

Revenue grew 28% year-over-year to $467.3 million.

Net income climbed to $72.5 million, up from $43.6 million.

Agency & Execution revenue surged 42%, driven by Prime Services and Securities.

Total Revenue
$467M
EPS
$0.97
Adj. Profit Before Tax
$96.3M
PBT Margin
21%
Return on Equity
29%
Cash and Equivalents
$2.61B
Total Assets
$24.4B

Marex Group plc

Marex Group plc

Marex Group plc Revenue by Segment

Forward Guidance

Marex expects to maintain strong performance through continued client activity, strategic acquisitions, and a resilient funding base.

Positive Outlook

  • Strong demand for follow-on equity offering increased public float to ~70%
  • Maintained record levels of liquidity
  • Operational resilience shown during high-volume April trading days
  • Completed Aarna Capital acquisition to expand Middle East footprint
  • Issued $500M in senior unsecured notes to diversify funding

Challenges Ahead

  • Revenue in Hedging Solutions declined due to lower agri volatility
  • Corporate segment posted a $44.9M loss before tax
  • Decrease in interest income from house cash balances
  • Adjusted Profit Before Tax Margin in Clearing fell to 47% from 49%
  • Potential impact of global tariffs on base metals noted in Market Making