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Mar 31, 2025
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Vinci Partners Q1 2025 Earnings Report
Vinci Partners reported solid results driven by strong growth in management fees and capital commitments.
Key Takeaways
Vinci Partners delivered a 26% year-over-year increase in Adjusted Distributable Earnings in Q1 2025, with robust growth across Private Equity and Credit segments, and R$1.1 billion in new capital subscriptions.
Adjusted Distributable Earnings grew 26% YoY to R$62.3 million.
Fee Related Revenues rose 117% YoY, reaching R$231.6 million.
Private Equity and Credit segments led capital subscriptions, totaling R$1.1 billion.
AUM reached R$304.6 billion, despite FX-driven headwinds.
Revenue by Geographic Location
Forward Guidance
Vinci expects to maintain momentum through continued fundraising, segment diversification, and efficiency gains.
Positive Outlook
- Strong capital subscription pipeline including SPS IV and PEPCO II.
- Improved margin trends expected as integration synergies mature.
- Private Equity and Real Assets segments showing organic and inorganic growth.
- Continued focus on high-fee rate strategies.
- Robust platform scaling across Latin America.
Challenges Ahead
- FX volatility continues to impact consolidated AUM.
- First quarter seasonality and macro uncertainty affected advisory revenues.
- Higher expenses from Compass integration compressed FRE margins.
- Performance fees remain limited outside Brazilian equity funds.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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