Anima Holding Q1 2025 presentation: Net profit surges 36% amid strong retail inflows

Published 06/05/2025, 12:12
Anima Holding Q1 2025 presentation: Net profit surges 36% amid strong retail inflows

Introduction & Market Context

Anima Holding SpA (BIT:ANIM) presented its Q1 2025 financial results on May 6, 2025, revealing strong performance despite challenging market conditions. The Italian asset management company reported significant growth in net profit and total revenues, while also highlighting its strategic positioning following Banco BPM’s recent acquisition of a controlling stake.

The company’s shares were trading at €6.06 at the time of the presentation, up 1.32% on the day, reflecting positive market reception to the results. Anima’s stock has shown resilience over the past year, trading well above its 52-week low of €4.14 and approaching its 52-week high of €7.09.

Quarterly Performance Highlights

Anima reported impressive financial results for Q1 2025, with total assets under management (AuM) and administration (AuA) reaching €202.0 billion, a 4.3% increase compared to March 2024. The company achieved net inflows of €0.9 billion, a significant improvement from the €0.8 billion outflow recorded in the same period last year.

As shown in the following quarterly highlights summary:

Total (EPA:TTEF) revenues increased by 10% year-over-year to €134.6 million, while adjusted EBITDA grew by 1% to €94.3 million. Most notably, net profit jumped 36% to €71.8 million compared to Q1 2024. The company maintained a strong EBITDA margin of 70%, despite increased operating costs related to recent acquisitions.

Retail inflows were particularly strong in Q1 2025, reaching €916 million and continuing the positive momentum from previous quarters. This represents a significant qualitative indicator for the company, as retail flows typically generate higher margins.

As illustrated in this chart of retail net inflows:

The company noted that these inflows came primarily through strategic and commercial partner banks, reflecting stronger client interest in managed solutions and a renewed focus on managed assets fueled by anticipated rate cuts.

Detailed Financial Analysis

Anima’s group structure comprises four main entities: ANIMA (the core Italian asset management business with €189.5 billion AuM), KAIROS (focused on high-end retail and institutional clients with €6.4 billion AuM and €1.0 billion AuA), ANIMA ALTERNATIVE, and CASTELLO (focused on real estate and alternative investments with €5.1 billion AuM).

The company’s asset allocation is diversified across different channels:

Retail clients account for 39% of total assets (€77.9 billion), while B2B2C represents 14% (€28.9 billion) and institutional clients make up the largest segment at 47% (€95.2 billion). This balanced distribution helps Anima maintain stability amid market fluctuations.

Despite the overall positive performance, mutual funds’ weighted average performance (WAP) was -1.02% in Q1 2025, compared to +3.50% in Q1 2024, reflecting broader market uncertainties. However, the company’s asset mix differs from the Italian industry average, with a higher allocation to bond funds (44.8% vs. industry average of 37.8%) and lower exposure to equity funds (20.1% vs. industry average of 32.7%).

The detailed profit and loss statement reveals the drivers behind Anima’s strong financial performance:

The 36% increase in net income was particularly impressive, with the company providing a bridge analysis showing the contributing factors:

Anima’s consolidated net financial position remained strong at €221.3 million as of March 31, 2025, despite booking €146.3 million in dividends to be paid in May 2025. The company’s total debt stood at €779.9 million, offset by €1,001.2 million in cash and equivalents.

Strategic Initiatives & Outlook

A significant development during the quarter was Banco BPM’s tender offer, which concluded in April with the bank holding 89.95% of Anima. The company emphasized that all strategic agreements remain in force, with no change of control clauses applicable.

As illustrated in this summary slide:

Anima described Q1 2025 as "yet another strong quarter" characterized by robust retail inflows and performance fees from managed assets. The company expects approximately €43 million in dividend income from its BMPS stake in Q2 2025.

The company successfully completed its rebranding with a new corporate identity, positioning itself for the next chapter of growth. Management expressed optimism about future prospects, stating that "entry into the Banco BPM Group opens up exciting opportunities for internal and external expansion of Anima’s business scope."

Anima’s performance in Q1 2025 demonstrates the resilience of its business model and its ability to generate strong financial results even in challenging market conditions. With its diversified asset base, strong retail inflows, and strategic positioning within the Banco BPM Group, the company appears well-positioned for continued growth in the coming quarters.

Full presentation:

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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