Rothschild & Co reports annual loss amid valuation shifts

Published 25/04/2025, 11:48
Rothschild & Co reports annual loss amid valuation shifts

LONDON - Rothschild & Co Continuation Finance PLC, a subsidiary of N. M. Rothschild & Sons Limited, disclosed its financial results for the year ending December 31, 2024, reporting a loss due to negative valuation movements of its loan asset and subordinated guaranteed notes.

The finance vehicle, which raises funds for lending to its parent company and other group entities, reported a total shareholders’ equity of £410,475 as of December 31, 2024, a slight decrease from £417,636 the previous year. The reported annual loss amounted to £7,161, compared to a loss of £6,554 in 2023.

Rothschild & Co’s core activity involves issuing debt and lending it to group companies. The company’s only current debt securities are the perpetual subordinated notes guaranteed by its parent, NMR. Despite the loss, the directors consider the company to be well-capitalized and have not identified any material uncertainties that may cast significant doubt on the company’s ability to continue as a going concern.

The company’s financial statements reflect a fair value of approximately £96 million for both the loan asset to its parent and the subordinated guaranteed notes in issue. This valuation is based on fair value accounting as required by IFRS 9, which diverges from the accrual accounting that the directors believe would better represent the company’s position.

Credit risk, liquidity risk, market risk, and operational risk were identified as the principal risks faced by the company. However, these risks are largely managed by the parent company, NMR, which has adequate liquidity to operate for at least the next 12 months, even under scenarios of significantly reduced revenue.

Interest rates on the €150 million loan and the perpetual subordinated notes were reported at 3.52% and 3.51%, respectively, as of December 31, 2024. The company has no plans to redeem the notes over the next 12-month period.

This financial report is based on a press release statement and provides a snapshot of Rothschild & Co Continuation Finance PLC’s financial health and risks as of the end of 2024.

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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