3i Group plc (LSE:III) delivered a strong first-half performance for FY2026, reporting a total return of £3,291 million—equivalent to a 13% return on opening shareholders’ funds. The Private Equity division was the standout contributor, generating £3,234 million in gross investment return, supported by robust trading across its portfolio. Action remained a key driver, achieving impressive sales and EBITDA growth. During the period, 3i also increased its ownership of Action to 62.3% via targeted acquisitions and financing initiatives. Despite a tougher macroeconomic backdrop, the firm’s infrastructure portfolio also performed well, adding £139 million in gross investment return. Management maintains a cautious but constructive view on new investment opportunities amid the current environment.
3i’s favourable outlook is reinforced by its strong financial delivery, upbeat commentary during the earnings call, and supportive valuation indicators. Technical signals point to continued bullish momentum, underscoring the company’s solid standing within the asset management sector.
More about 3i Group plc
3i Group plc is a leading global investment manager specialising in private equity and infrastructure. The firm focuses on mid-market companies across Europe and North America, aiming to generate long-term value through disciplined investment, portfolio engagement, and active asset management.
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