Jun 30, 2022

Portman Ridge Q2 2022 Earnings Report

Reported strong investment activity, lower non-accruals, and reduced cost of capital.

Key Takeaways

Portman Ridge Finance Corporation announced its financial results for the second quarter ended June 30, 2022, reporting a net asset value of $261.7 million ($27.26 per share) and total investment income of $15.0 million. The company refinanced its Revolving Credit Facility, reducing the applicable margin and extending the reinvestment period.

Net asset value for the second quarter of 2022 was $261.7 million ($27.26 per share) as compared to $278.3 million ($28.76 per share) in the first quarter of 2022.

Total investment income for the second quarter of 2022 was $15.0 million, of which $11.9 million was attributable to interest income from the debt securities portfolio, inclusive of payment-in-kind income.

Net investment income for the second quarter of 2022 was $5.5 million ($0.57 per share).

During the second quarter of 2022, the Company refinanced its Revolving Credit Facility with JPMorgan Chase Bank, reducing the applicable margin to 2.80% per annum from 2.85% per annum.

Total Revenue
$15M
Previous year: $21.5M
-30.2%
EPS
$0.57
Previous year: $1.5
-62.0%
Cash and Equivalents
$22M
Total Assets
$653M

Portman Ridge

Portman Ridge

Forward Guidance

Portman Ridge believes that they are well-positioned to improve portfolio performance and investment income in the second half of 2022.

Positive Outlook

  • Prudent investment strategy and seeking out strong companies to add to the portfolio.
  • Ended the quarter with a strong portfolio.
  • Reduced non-accrual positions.
  • Maintained a dividend of $0.63 per share.
  • Proactively restructured agreement with JPMorgan Chase to lower the interest rate and extend the maturity date.

Challenges Ahead

  • Operations have been affected by the challenging economic environment.
  • Operations have been affected by the rising interest rates.
  • Operations have been affected by market volatility.
  • Originations are still lower than the second half of 2021.
  • Operations have been affected by rising interest rates and market volatility.