View ValuationTikehau Capital 향후 성장Future 기준 점검 4/6Tikehau Capital (는) 각각 연간 26.9% 및 19.3% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 26.6% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 9.4% 로 예상됩니다.핵심 정보26.9%이익 성장률26.57%EPS 성장률Capital Markets 이익 성장11.7%매출 성장률19.3%향후 자기자본이익률9.36%애널리스트 커버리지Good마지막 업데이트01 May 2026최근 향후 성장 업데이트공시 • Mar 07Tikehau Capital Provides Group Earnings Guidance by 2026Tikehau Capital provided group earnings guidance by 2026. The company expects ~€500 million of net income target by 2026.모든 업데이트 보기Recent updates공시 • May 02Tikehau Capital Approves Distribution of Dividend, Payable on May 6, 2026Tikehau Capital at its Annual Combined General Meeting of the Shareholders held on April 30, 2026 approved the distribution of a dividend of €0.80 per share. The payment of this dividend will take place on 6 May 2026.공시 • Apr 22Airbus Defence and Space SAS entered into an agreement to acquire Quarkslab SAS.Airbus Defence and Space SAS entered into an agreement to acquire Quarkslab SAS on April 21, 2026. We're joining the Connected Intelligence business unit at Airbus Defence and Space, alongside François L., Alix Carmona and Nicolas RAZY, and the teams building Airbus' pan-European cyber capability. Fred Raynal remains in charge of strategy and technology for Quarkslab, with an extended mandate on Airbus cyber. Closing of the transaction is subject to consultation with social partners as well as customary regulatory approvals, and is expected in the course of 2026.공시 • Mar 19Tikehau Capital, Annual General Meeting, Apr 30, 2026Tikehau Capital, Annual General Meeting, Apr 30, 2026. Location: centre etoile saint honore, 21 25 rue balzac, paris France공시 • Mar 03OneSpan Inc. (NasdaqCM:OSPN) completed the acquisition of Build38 GmbH.OneSpan Inc. (NasdaqCM:OSPN) agreed to acquire Build38 GmbH on January 12, 2026. The transaction is subject to approval by regulatory board / committee. The expected completion of the transaction is March 1, 2026 to March 31, 2026. OneSpan Inc. (NasdaqCM:OSPN) completed the acquisition of Build38 GmbH on March 2, 2026. The acquisition is not expected to materially affect OneSpan's full-year 2026 guidance.공시 • Feb 19+ 1 more updateTikehau Capital Announces Resignation of François Pauly as Member of the Supervisory Board by 30 April 2026Tikehau Capital announced that François Pauly has informed Tikehau Capital of his intention to resign from his office as a member of the Supervisory Board by the date of the General Shareholders’ Meeting (30 April 2026), following his appointment as Chairman of the Board of Directors of a company within his group. It will be proposed to the General Shareholders’ Meeting that he be replaced by Jean-Pierre Denis, whose office as censor will end at the end of the same Meeting.공시 • Dec 18Tikehau Capital (ENXTPA:TKO) completed the acquisition of an unknown majority stake in ScioTeq BV from OpenGate Capital, LLC.Tikehau Capital (ENXTPA:TKO) entered into an agreement to acquire an unknown majority stake in ScioTeq BV from OpenGate Capital, LLC on June 16, 2025. OpenGate will maintain a meaningful minority position and will continue to support the company’s next phase of growth. The transaction is expected to close by Q4 2025. OpenGate was advised on the transaction by Lazard as financial advisor and McDermott Will & Emery as legal counsel. Tikehau Capital (ENXTPA:TKO) completed the acquisition of an unknown majority stake in ScioTeq BV from OpenGate Capital, LLC on December 17, 2025.공시 • Dec 17Revaia, Tikehau Capital and the management of Intersec SA agreed to acquire an unknown majority stake in Intersec SA.Revaia, Tikehau Capital and the management of Intersec SA agreed to acquire an unknown majority stake in Intersec SA on December 16, 2025. A cash consideration will be paid by Revaia, Tikehau Capital and the management. As part of consideration, an undisclosed value is paid towards common equity of Intersec SA. The transaction is also subject to customary closing conditions and approvals from regulatory authorities. It is expected to close before the end Q1 2026.공시 • Aug 29Tikehau Capital (ENXTPA:TKO) completed the acquisition of Estacionamientos y Servicios, S.A.U. from H.I.G. Infrastructure Partners A, L.P. managed by H.I.G. Capital, LLC.Tikehau Capital (ENXTPA:TKO) agreed to acquire Estacionamientos y Servicios, S.A.U. from H.I.G. Infrastructure Partners A, L.P. managed by H.I.G. Capital, LLC on May 20, 2025. The transaction is subject to customary regulatory approvals and closing conditions. In 2024, EYSA exceeded €200 million in revenue, with EBITDA approaching €50 million. Greenhill & Co., Inc. acted as financial advisor to Tikehau Capital (ENXTPA:TKO). JPMorgan Chase & Co. (NYSE:JPM) acted as financial advisor to H.I.G. Capital, LLC. Tikehau Capital (ENXTPA:TKO) completed the acquisition of Estacionamientos y Servicios, S.A.U. from H.I.G. Infrastructure Partners A, L.P. managed by H.I.G. Capital, LLC on August 27, 2025.공시 • Jul 30+ 3 more updatesTikehau Capital to Report Fiscal Year 2025 Results on Feb 19, 2026Tikehau Capital announced that they will report fiscal year 2025 results Pre-Market on Feb 19, 2026공시 • Jun 16Tikehau Capital (ENXTPA:TKO) entered into an agreement to acquire an unknown majority stake in ScioTeq BV from OpenGate Capital, LLC.Tikehau Capital (ENXTPA:TKO) entered into an agreement to acquire an unknown majority stake in ScioTeq BV from OpenGate Capital, LLC on June 16, 2025. OpenGate will maintain a meaningful minority position and will continue to support the company’s next phase of growth. The transaction is expected to close by Q4 2025. OpenGate was advised on the transaction by Lazard as financial advisor and McDermott Will & Emery as legal counsel.공시 • Jun 10Capital Four Reportedly Attracts Buyout Interest from Eurazeo, Nordic CapitalDanish credit manager Capital Four Holding A/S, backed by Swiss billionaire Ernesto Bertarelli’s investment vehicle B-Flexion, has drawn acquisition interest from European investors, including France's Eurazeo SE (ENXTPA:RF) and Tikehau Capital (ENXTPA:TKO), as well as Sweden's Nordic Capital, Bloomberg reported citing sources. The move comes as German insurer Allianz SE (XTRA:ALV) is also allegedly exploring a deal. First-round bids are expected this week, though talks may still stall, according to the people, who also said that Janus Henderson previously engaged but has exited the process. Representatives for the involved firms declined to comment when contacted by the media.공시 • May 20Tikehau Capital (ENXTPA:TKO) agreed to acquire Estacionamientos y Servicios, S.A.U. from H.I.G. Infrastructure Partners A, L.P. managed by H.I.G. Capital, LLC.Tikehau Capital (ENXTPA:TKO) agreed to acquire Estacionamientos y Servicios, S.A.U. from H.I.G. Infrastructure Partners A, L.P. managed by H.I.G. Capital, LLC on May 20, 2025. The transaction is subject to customary regulatory approvals and closing conditions. In 2024, EYSA exceeded €200 million in revenue, with EBITDA approaching €50 million. Greenhill & Co., Inc. acted as financial advisor to Tikehau Capital (ENXTPA:TKO).공시 • May 01Tikehau Capital Approves Dividend for 2024, Payment May 6, 2025Tikehau Capital approved the 2024 distribution of a dividend of €0.80 per share, representing a 7% increase compared to the €0.75 reference dividend distributed for the 2023 financial year. The payment of this dividend will take place on 6 May 2025.공시 • Mar 14Tikehau Capital, Annual General Meeting, Apr 30, 2025Tikehau Capital, Annual General Meeting, Apr 30, 2025. Location: hotel du collectionneur, 51 57 rue de courcelles, paris France공시 • Mar 11Tikehau Capital acquired unknown majority stake in Juan Navarro García, S.A.U.Tikehau Capital agreed to acquire unknown majority stake in Juan Navarro García, S.A.U. on March 10, 2025. Tikehau Capital completed acquisition of unknown majority stake Juan Navarro García, S.A.U. on March 10, 2025.공시 • Mar 07Tikehau Capital (ENXTPA:TKO) and Forte Capital Deutschland GmbH acquired Two residential properties in Cologne.Tikehau Capital (ENXTPA:TKO) and Forte Capital Deutschland GmbH acquired Two residential properties in Cologne on March 5, 2025. Tikehau Capital and Forte were legally advised by Goodwin and Baker Tilly, respectively, during the transaction. Colliers International advised both companies on the commercial due diligence, while Cushman Wakefield provided technical and ESG advice. The seller was legally advised by Heuking. Tikehau Capital (ENXTPA:TKO) and Forte Capital Deutschland GmbH completed the acquisition of Two residential properties in Cologne on March 5, 2025.공시 • Feb 21+ 1 more updateTikehau Capital Announces Dividend for 2024, Payment May 6, 2025Tikehau Capital announced the dividend proposition of €0.80 per share for 2024. A dividend pay-out of €0.80 per share for 2024 will be submitted to the General Shareholders’ Meeting due to take place on 30 April 2025, which is 7% increase compares to the €0.75 reference dividend distributed in 2023. This is in line with the Group’s guidance to distribute to shareholders more than 80% of the EBIT of the Asset Management business. Pending the approval of the General Shareholders’ Meeting, the ex-date will be 2 May 2025, and the payment will take place on 6 May 2025.공시 • Jan 30Alexander Hauser, Lars Mostert, Christian Krauthammel and Tikehau Capital (ENXTPA:TKO) signed an agreement to acquire an unknown majority stake in TTSP HWP Planungsgesellschaft MbH from Adiuva Capital GmbH and Athanor Capital Partners GmbH.Alexander Hauser, Lars Mostert, Christian Krauthammel and Tikehau Capital (ENXTPA:TKO) signed an agreement to acquire an unknown majority stake in TTSP HWP Planungsgesellschaft MbH from Adiuva Capital GmbH, Athanor Capital Partners GmbH, Alexander Hauser, Lars Mostert and Christian Krauthammel on January 28, 2025. The current managing partners, Alexander Hauser, Lars Mostert and Christian Krauthammel who hold a significant stake in the company, intend to reinvest substantially and remain actively involved, reinforcing their commitment to the next phase of strong growth. Following the completion Tikehau will hold majority stake in TTSP HWP. For the period ending December 31, 2024, TTSP HWP Planungsgesellschaft MbH reported total revenue of exceeding €60 million and over 100 employees. The completion of the transaction remains subject to the satisfaction of pre-closing conditions. Carsten Burger, Ari Winarto, Sven Lange and Timo Marienfeld of Daiwa Corporate Advisory GmbH acted as financial advisor to Tikehau Capital. Harris Williams LLC act as financial advisor for TTSP HWP Planungsgesellschaft MbH.공시 • Oct 04Tikehau Capital (ENXTPA:TKO) and Cresco Real Estate acquired 30,000 sqm office property in Berlin.Tikehau Capital (ENXTPA:TKO) and Cresco Real Estate acquired 30,000 sqm office property in Berlin on October 3, 2024. Tikehau Capital (ENXTPA:TKO) and Cresco Real Estate completed the acquisition of 30,000 sqm office property in Berlin on October 3, 2024.공시 • Sep 02Safran Electronics & Defense SAS acquired Preligens SAS from Tikehau Capital (ENXTPA:TKO), Definvest a fund managed by Bpifrance Investissement SAS, 360 Capital Partners SAS, Wendel (ENXTPA:MF) and the management for an enterprise value of €220 million.Safran Electronics & Defense SAS acquired Preligens SAS from Tikehau Capital (ENXTPA:TKO), Definvest a fund managed by Bpifrance Investissement SAS, 360 Capital Partners SAS, Wendel (ENXTPA:MF) and the management for an enterprise value of €220 million on September 2, 2024. The company will be renamed Safran.AI and will become part of Safran Electronics & Defense. With this alliance, Safran Electronics & Defense, a recognized expert in optronics, space communications and inertial navigation, further demonstrates its commitment to AI. On June 24,2024, Safran announced that it entered into exclusive discussions to acquire 100% of Preligens. Fabrice Veverka, Faustine Viala, Philippe Grudé of Willkie is advising Preligens and its shareholders. Safran Electronics & Defense SAS acquired Preligens SAS from Tikehau Capital (ENXTPA:TKO), Definvest a fund managed by Bpifrance Investissement SAS, 360 Capital Partners SAS, Wendel (ENXTPA:MF) and the management on September 2, 2024.공시 • Jul 30+ 3 more updatesTikehau Capital to Report Fiscal Year 2024 Results on Feb 20, 2025Tikehau Capital announced that they will report fiscal year 2024 results Pre-Market on Feb 20, 2025공시 • May 07Tikehau Capital Approves Dividend for 2023, Payable on 13 May 2024Tikehau Capital at its AGM held on May 6, 2024, approved distribution of a dividend of €0.75 per share for 2023, which is a 7% increase compared to the €0.70 reference dividend distributed in 2022. The payment of this dividend will take place on 13 May 2024.공시 • Mar 25Fremantle Limited completed the acquisition of Asacha Media Group from Oaktree Capital Management, L.P. and founding partners of Asacha.Fremantle Limited agreed to acquire Asacha Media Group from Oaktree Capital Management, L.P. and founding partners of Asacha on February 20, 2024. Concurrently, Fremantle acquired 80% stake in Beach House Pictures Ltd. For both acquisitions combined, RTL Group will invest over €200 million. The acquisitions of Asacha Media Group and Beach House Pictures are part of Fremantle’s boost plan to reach €3 billion in full-year revenue by 2025. Asacha will continue to be run by Co-Founder and Group CEO Gaspard de Chavagnac who will report to Andrea Scrosati. Gaspard de Chavagnac will continue to be supported by Marina Williams, as Chief Content Officer of Asacha. The transaction is subject to customary closing conditions. Lazard, Inc. (NYSE:LAZ) acted as financial advisor to Asacha. Mayer Brown LLP acted as legal advisor to Asacha. CMS Cameron McKenna Nabarro Olswang LLP acted as legal advisor to Fremantle. Alexandre Dejardin and Diane Rufenacht of Duroc Partners acted as legal advisor; and Alexandre Rocchi and Charlotte Elkoun of Arsene Taxand for the tax aspects to the founders of Asacha. Florence Khayat and Charles Frassaint of Eight Advisory provided financial due diligence services to Oaktree Capital Management. Ascanio Cibrario, Luca Rossi Provesi and Andrea Scarpellini of PedersoliGattai acted as legal advisor to Roberto Sessa with reference to his minority interest in Picomedia.Fremantle Limited completed the acquisition of Asacha Media Group from Oaktree Capital Management, L.P. and founding partners of Asacha on March 25, 2024. Fremantle’s group COO and CEO for continental Europe Andrea Scrosati spearheaded the acquisition. Asacha co-founder and group CEO Gaspard de Chavagnac will continue to run the company, reporting to Scrosati. Marina Williams will continue in her role as chief content officer.공시 • Mar 07Tikehau Capital Provides Group Earnings Guidance by 2026Tikehau Capital provided group earnings guidance by 2026. The company expects ~€500 million of net income target by 2026.공시 • Mar 06Tikehau Capital Proposes Dividend for 2023, Payable on 13 May 2024Tikehau Capital announced Dividend proposition of €0.75 per share for 2023. A dividend pay-out of €0.75 per share for 2023 will be submitted to the General Shareholders’ Meeting due to take place on 6 May 2024, which is 7% increase compared to the €0.70 reference dividend distributed in 2022. This is in line with the Group’s guidance to distribute to shareholders more than 80% of the EBIT of the asset management business. Pending the approval from the General Shareholders’ Meeting, the ex-date will be 9 May 2024, and the payment will take place on 13 May 2024.공시 • Feb 21Fremantle Limited agreed to acquire Asacha Media Group from Oaktree Capital Management, L.P. and founding partners of Asacha.Fremantle Limited agreed to acquire Asacha Media Group from Oaktree Capital Management, L.P. and founding partners of Asacha on February 20, 2024. Concurrently, Fremantle acquired 80% stake in Beach House Pictures Ltd. For both acquisitions combined, RTL Group will invest over €200 million. The acquisitions of Asacha Media Group and Beach House Pictures are part of Fremantle’s boost plan to reach €3 billion in full-year revenue by 2025. Asacha will continue to be run by Co-Founder and Group CEO Gaspard de Chavagnac who will report to Andrea Scrosati. Gaspard de Chavagnac will continue to be supported by Marina Williams, as Chief Content Officer of Asacha. The transaction is subject to customary closing conditions. Lazard, Inc. (NYSE:LAZ) acted as financial advisor to Asacha. Mayer Brown LLP acted as legal advisor to Asacha. CMS Cameron McKenna Nabarro Olswang LLP acted as legal advisor to Fremantle.공시 • Nov 30Tikehau Capital to Report Q4, 2023 Results on Feb 06, 2024Tikehau Capital announced that they will report Q4, 2023 results at 5:40 PM, Central European Standard Time on Feb 06, 2024공시 • Oct 26Tikehau Capital Launches the New Vintage of BrienneTikehau Capital announced the launch of Brienne, the new vintage of its private equity cybersecurity strategy, building on the success of its predecessor. With EUR200 million at first close, this vintage will stand as the largest vehicle dedicated to digital security in Europe. The focus of this next vintage will be on seizing European opportunities and supporting companies with significant global B2B scalability potential. It aims to invest ticket sizes ranging from EUR10 million to EUR50 million, including investments, thus offering the potential for substantial backing to companies poised to redefine the cybersecurity landscape. Launched in June 2019, Brienne III, the previous vintage of Tikehau Capital's private equity cybersecurity strategy successfully raised EUR 175 million and strategically invested in 15 companies within the European cyber ecosystem. The launch of this new vintage underscores Tikehau Capital's steadfast dedication to investing in pioneering technology and fortifying digital security on a broader scale. With EUR200 million in capital commitments already secured from a diverse range of institutional, strategic and private investors, this strategy demonstrates its resilience and robust momentum. As the digital landscape continues to evolve, the need for robust cybersecurity has never been more critical. The ongoing surge of cyber threats and attacks is impacting businesses of all sizes and across all sectors, with a particular emphasis on critical industries. In this ever-evolving landscape, cybersecurity is at the forefront of technological development and is an enduring investment opportunity. Tikehau Capital's Private equity strategy intends to play a pivotal role in strengthening digital security and supporting companies in delivering solutions within the cybersecurity industry.공시 • Jul 27TotalEnergies SE acquired 70.8% stake in Total Eren SA from Bpifrance Investissement SAS, Next World Group, Peugeot Invest Société anonyme (ENXTPA:PEUG), Tikehau Capital (ENXTPA:TKO) for €1.5 billion.TotalEnergies SE acquired 70.8% stake in Total Eren SA from Bpifrance Investissement SAS, Next World Group, Peugeot Invest Société anonyme (ENXTPA:PEUG), Tikehau Capital (ENXTPA:TKO) for €1.5 billion on July 25, 2023. TotalEnergies SE completed the acquisition of 70.8% stake in Total Eren SA from Bpifrance Investissement SAS, Next World Group, Peugeot Invest Société anonyme (ENXTPA:PEUG), Tikehau Capital (ENXTPA:TKO) on July 25, 2023.공시 • May 17Tikehau Capital Approves Distribution of Dividend, Payable on May 22, 2023Tikehau Capital approved the distribution of a dividend of €0.70 per share, which is up 17% compared to the €0.60 reference dividend paid for 2021. The payment of this dividend will take place as of 22 May 2023.공시 • Feb 16+ 1 more updateTikehau Capital to Report Q3, 2023 Results on Oct 19, 2023Tikehau Capital announced that they will report Q3, 2023 results After-Market on Oct 19, 2023공시 • Sep 07Tikehau Capital, Annual General Meeting, May 16, 2023Tikehau Capital, Annual General Meeting, May 16, 2023.이익 및 매출 성장 예측OTCPK:TKKH.F - 애널리스트 향후 추정치 및 과거 재무 데이터 (EUR Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/2028943352138292412/31/202784731197240512/31/2026927368262592512/31/202542543-209-209N/A9/30/2025533126-244-244N/A6/30/2025612185-249-249N/A3/31/2025585170-62-62N/A12/31/20245861799393N/A9/30/2024541171-35-35N/A6/30/2024496162-163-163N/A3/31/2024499169-148-148N/A12/31/2023502177-132-132N/A9/30/2023465146-33-33N/A6/30/20234281156767N/A3/31/2023515218-243-243N/A12/31/2022602320-553-553N/A9/30/2022694370-420-420N/A6/30/2022786420-287-287N/A3/31/2022728369-54-54N/A12/31/2021670319180180N/A9/30/2021708284-3-3N/A6/30/2021747248-186-186N/A3/31/202151840-315-315N/A12/31/2020290-169-444-444N/A9/30/2020177-164-342-342N/A6/30/202065-159-239-239N/A3/31/2020222-29N/AN/AN/A12/31/2019453179-19-19N/A9/30/2019361125N/A-277N/A6/30/201926971N/A-534N/A3/31/201918921N/AN/AN/A12/31/201835-107N/A-600N/A9/30/201816720N/A-463N/A6/30/2018298147N/A-327N/A3/31/2018372231N/A-398N/A12/31/2017445314N/A-469N/A9/30/2017289229N/A-521N/A6/30/2017133143N/A-572N/A3/31/201774108N/A-373N/A12/31/20161472N/A-174N/A9/30/20162849N/A-139N/A6/30/20164125N/A-104N/A3/31/20163018N/A-133N/A12/31/20151910N/A-161N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: TKKH.F 의 연간 예상 수익 증가율(26.9%)이 saving rate(3.5%)보다 높습니다.수익 vs 시장: TKKH.F 의 연간 수익(26.9%)이 US 시장(16.8%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: TKKH.F 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.수익 대 시장: TKKH.F 의 수익(연간 19.3%)이 US 시장(연간 11.7%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: TKKH.F 의 수익(연간 19.3%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: TKKH.F의 자본 수익률은 3년 후 9.4%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YDiversified-financials 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/25 01:25종가2026/05/18 00:00수익2025/12/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Tikehau Capital는 18명의 분석가가 다루고 있습니다. 이 중 7명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Christoph GreulichBerenbergArnaud Maurice GiblatBNP ParibasAlexandre TissieresBofA Global Research15명의 분석가 더 보기
공시 • Mar 07Tikehau Capital Provides Group Earnings Guidance by 2026Tikehau Capital provided group earnings guidance by 2026. The company expects ~€500 million of net income target by 2026.
공시 • May 02Tikehau Capital Approves Distribution of Dividend, Payable on May 6, 2026Tikehau Capital at its Annual Combined General Meeting of the Shareholders held on April 30, 2026 approved the distribution of a dividend of €0.80 per share. The payment of this dividend will take place on 6 May 2026.
공시 • Apr 22Airbus Defence and Space SAS entered into an agreement to acquire Quarkslab SAS.Airbus Defence and Space SAS entered into an agreement to acquire Quarkslab SAS on April 21, 2026. We're joining the Connected Intelligence business unit at Airbus Defence and Space, alongside François L., Alix Carmona and Nicolas RAZY, and the teams building Airbus' pan-European cyber capability. Fred Raynal remains in charge of strategy and technology for Quarkslab, with an extended mandate on Airbus cyber. Closing of the transaction is subject to consultation with social partners as well as customary regulatory approvals, and is expected in the course of 2026.
공시 • Mar 19Tikehau Capital, Annual General Meeting, Apr 30, 2026Tikehau Capital, Annual General Meeting, Apr 30, 2026. Location: centre etoile saint honore, 21 25 rue balzac, paris France
공시 • Mar 03OneSpan Inc. (NasdaqCM:OSPN) completed the acquisition of Build38 GmbH.OneSpan Inc. (NasdaqCM:OSPN) agreed to acquire Build38 GmbH on January 12, 2026. The transaction is subject to approval by regulatory board / committee. The expected completion of the transaction is March 1, 2026 to March 31, 2026. OneSpan Inc. (NasdaqCM:OSPN) completed the acquisition of Build38 GmbH on March 2, 2026. The acquisition is not expected to materially affect OneSpan's full-year 2026 guidance.
공시 • Feb 19+ 1 more updateTikehau Capital Announces Resignation of François Pauly as Member of the Supervisory Board by 30 April 2026Tikehau Capital announced that François Pauly has informed Tikehau Capital of his intention to resign from his office as a member of the Supervisory Board by the date of the General Shareholders’ Meeting (30 April 2026), following his appointment as Chairman of the Board of Directors of a company within his group. It will be proposed to the General Shareholders’ Meeting that he be replaced by Jean-Pierre Denis, whose office as censor will end at the end of the same Meeting.
공시 • Dec 18Tikehau Capital (ENXTPA:TKO) completed the acquisition of an unknown majority stake in ScioTeq BV from OpenGate Capital, LLC.Tikehau Capital (ENXTPA:TKO) entered into an agreement to acquire an unknown majority stake in ScioTeq BV from OpenGate Capital, LLC on June 16, 2025. OpenGate will maintain a meaningful minority position and will continue to support the company’s next phase of growth. The transaction is expected to close by Q4 2025. OpenGate was advised on the transaction by Lazard as financial advisor and McDermott Will & Emery as legal counsel. Tikehau Capital (ENXTPA:TKO) completed the acquisition of an unknown majority stake in ScioTeq BV from OpenGate Capital, LLC on December 17, 2025.
공시 • Dec 17Revaia, Tikehau Capital and the management of Intersec SA agreed to acquire an unknown majority stake in Intersec SA.Revaia, Tikehau Capital and the management of Intersec SA agreed to acquire an unknown majority stake in Intersec SA on December 16, 2025. A cash consideration will be paid by Revaia, Tikehau Capital and the management. As part of consideration, an undisclosed value is paid towards common equity of Intersec SA. The transaction is also subject to customary closing conditions and approvals from regulatory authorities. It is expected to close before the end Q1 2026.
공시 • Aug 29Tikehau Capital (ENXTPA:TKO) completed the acquisition of Estacionamientos y Servicios, S.A.U. from H.I.G. Infrastructure Partners A, L.P. managed by H.I.G. Capital, LLC.Tikehau Capital (ENXTPA:TKO) agreed to acquire Estacionamientos y Servicios, S.A.U. from H.I.G. Infrastructure Partners A, L.P. managed by H.I.G. Capital, LLC on May 20, 2025. The transaction is subject to customary regulatory approvals and closing conditions. In 2024, EYSA exceeded €200 million in revenue, with EBITDA approaching €50 million. Greenhill & Co., Inc. acted as financial advisor to Tikehau Capital (ENXTPA:TKO). JPMorgan Chase & Co. (NYSE:JPM) acted as financial advisor to H.I.G. Capital, LLC. Tikehau Capital (ENXTPA:TKO) completed the acquisition of Estacionamientos y Servicios, S.A.U. from H.I.G. Infrastructure Partners A, L.P. managed by H.I.G. Capital, LLC on August 27, 2025.
공시 • Jul 30+ 3 more updatesTikehau Capital to Report Fiscal Year 2025 Results on Feb 19, 2026Tikehau Capital announced that they will report fiscal year 2025 results Pre-Market on Feb 19, 2026
공시 • Jun 16Tikehau Capital (ENXTPA:TKO) entered into an agreement to acquire an unknown majority stake in ScioTeq BV from OpenGate Capital, LLC.Tikehau Capital (ENXTPA:TKO) entered into an agreement to acquire an unknown majority stake in ScioTeq BV from OpenGate Capital, LLC on June 16, 2025. OpenGate will maintain a meaningful minority position and will continue to support the company’s next phase of growth. The transaction is expected to close by Q4 2025. OpenGate was advised on the transaction by Lazard as financial advisor and McDermott Will & Emery as legal counsel.
공시 • Jun 10Capital Four Reportedly Attracts Buyout Interest from Eurazeo, Nordic CapitalDanish credit manager Capital Four Holding A/S, backed by Swiss billionaire Ernesto Bertarelli’s investment vehicle B-Flexion, has drawn acquisition interest from European investors, including France's Eurazeo SE (ENXTPA:RF) and Tikehau Capital (ENXTPA:TKO), as well as Sweden's Nordic Capital, Bloomberg reported citing sources. The move comes as German insurer Allianz SE (XTRA:ALV) is also allegedly exploring a deal. First-round bids are expected this week, though talks may still stall, according to the people, who also said that Janus Henderson previously engaged but has exited the process. Representatives for the involved firms declined to comment when contacted by the media.
공시 • May 20Tikehau Capital (ENXTPA:TKO) agreed to acquire Estacionamientos y Servicios, S.A.U. from H.I.G. Infrastructure Partners A, L.P. managed by H.I.G. Capital, LLC.Tikehau Capital (ENXTPA:TKO) agreed to acquire Estacionamientos y Servicios, S.A.U. from H.I.G. Infrastructure Partners A, L.P. managed by H.I.G. Capital, LLC on May 20, 2025. The transaction is subject to customary regulatory approvals and closing conditions. In 2024, EYSA exceeded €200 million in revenue, with EBITDA approaching €50 million. Greenhill & Co., Inc. acted as financial advisor to Tikehau Capital (ENXTPA:TKO).
공시 • May 01Tikehau Capital Approves Dividend for 2024, Payment May 6, 2025Tikehau Capital approved the 2024 distribution of a dividend of €0.80 per share, representing a 7% increase compared to the €0.75 reference dividend distributed for the 2023 financial year. The payment of this dividend will take place on 6 May 2025.
공시 • Mar 14Tikehau Capital, Annual General Meeting, Apr 30, 2025Tikehau Capital, Annual General Meeting, Apr 30, 2025. Location: hotel du collectionneur, 51 57 rue de courcelles, paris France
공시 • Mar 11Tikehau Capital acquired unknown majority stake in Juan Navarro García, S.A.U.Tikehau Capital agreed to acquire unknown majority stake in Juan Navarro García, S.A.U. on March 10, 2025. Tikehau Capital completed acquisition of unknown majority stake Juan Navarro García, S.A.U. on March 10, 2025.
공시 • Mar 07Tikehau Capital (ENXTPA:TKO) and Forte Capital Deutschland GmbH acquired Two residential properties in Cologne.Tikehau Capital (ENXTPA:TKO) and Forte Capital Deutschland GmbH acquired Two residential properties in Cologne on March 5, 2025. Tikehau Capital and Forte were legally advised by Goodwin and Baker Tilly, respectively, during the transaction. Colliers International advised both companies on the commercial due diligence, while Cushman Wakefield provided technical and ESG advice. The seller was legally advised by Heuking. Tikehau Capital (ENXTPA:TKO) and Forte Capital Deutschland GmbH completed the acquisition of Two residential properties in Cologne on March 5, 2025.
공시 • Feb 21+ 1 more updateTikehau Capital Announces Dividend for 2024, Payment May 6, 2025Tikehau Capital announced the dividend proposition of €0.80 per share for 2024. A dividend pay-out of €0.80 per share for 2024 will be submitted to the General Shareholders’ Meeting due to take place on 30 April 2025, which is 7% increase compares to the €0.75 reference dividend distributed in 2023. This is in line with the Group’s guidance to distribute to shareholders more than 80% of the EBIT of the Asset Management business. Pending the approval of the General Shareholders’ Meeting, the ex-date will be 2 May 2025, and the payment will take place on 6 May 2025.
공시 • Jan 30Alexander Hauser, Lars Mostert, Christian Krauthammel and Tikehau Capital (ENXTPA:TKO) signed an agreement to acquire an unknown majority stake in TTSP HWP Planungsgesellschaft MbH from Adiuva Capital GmbH and Athanor Capital Partners GmbH.Alexander Hauser, Lars Mostert, Christian Krauthammel and Tikehau Capital (ENXTPA:TKO) signed an agreement to acquire an unknown majority stake in TTSP HWP Planungsgesellschaft MbH from Adiuva Capital GmbH, Athanor Capital Partners GmbH, Alexander Hauser, Lars Mostert and Christian Krauthammel on January 28, 2025. The current managing partners, Alexander Hauser, Lars Mostert and Christian Krauthammel who hold a significant stake in the company, intend to reinvest substantially and remain actively involved, reinforcing their commitment to the next phase of strong growth. Following the completion Tikehau will hold majority stake in TTSP HWP. For the period ending December 31, 2024, TTSP HWP Planungsgesellschaft MbH reported total revenue of exceeding €60 million and over 100 employees. The completion of the transaction remains subject to the satisfaction of pre-closing conditions. Carsten Burger, Ari Winarto, Sven Lange and Timo Marienfeld of Daiwa Corporate Advisory GmbH acted as financial advisor to Tikehau Capital. Harris Williams LLC act as financial advisor for TTSP HWP Planungsgesellschaft MbH.
공시 • Oct 04Tikehau Capital (ENXTPA:TKO) and Cresco Real Estate acquired 30,000 sqm office property in Berlin.Tikehau Capital (ENXTPA:TKO) and Cresco Real Estate acquired 30,000 sqm office property in Berlin on October 3, 2024. Tikehau Capital (ENXTPA:TKO) and Cresco Real Estate completed the acquisition of 30,000 sqm office property in Berlin on October 3, 2024.
공시 • Sep 02Safran Electronics & Defense SAS acquired Preligens SAS from Tikehau Capital (ENXTPA:TKO), Definvest a fund managed by Bpifrance Investissement SAS, 360 Capital Partners SAS, Wendel (ENXTPA:MF) and the management for an enterprise value of €220 million.Safran Electronics & Defense SAS acquired Preligens SAS from Tikehau Capital (ENXTPA:TKO), Definvest a fund managed by Bpifrance Investissement SAS, 360 Capital Partners SAS, Wendel (ENXTPA:MF) and the management for an enterprise value of €220 million on September 2, 2024. The company will be renamed Safran.AI and will become part of Safran Electronics & Defense. With this alliance, Safran Electronics & Defense, a recognized expert in optronics, space communications and inertial navigation, further demonstrates its commitment to AI. On June 24,2024, Safran announced that it entered into exclusive discussions to acquire 100% of Preligens. Fabrice Veverka, Faustine Viala, Philippe Grudé of Willkie is advising Preligens and its shareholders. Safran Electronics & Defense SAS acquired Preligens SAS from Tikehau Capital (ENXTPA:TKO), Definvest a fund managed by Bpifrance Investissement SAS, 360 Capital Partners SAS, Wendel (ENXTPA:MF) and the management on September 2, 2024.
공시 • Jul 30+ 3 more updatesTikehau Capital to Report Fiscal Year 2024 Results on Feb 20, 2025Tikehau Capital announced that they will report fiscal year 2024 results Pre-Market on Feb 20, 2025
공시 • May 07Tikehau Capital Approves Dividend for 2023, Payable on 13 May 2024Tikehau Capital at its AGM held on May 6, 2024, approved distribution of a dividend of €0.75 per share for 2023, which is a 7% increase compared to the €0.70 reference dividend distributed in 2022. The payment of this dividend will take place on 13 May 2024.
공시 • Mar 25Fremantle Limited completed the acquisition of Asacha Media Group from Oaktree Capital Management, L.P. and founding partners of Asacha.Fremantle Limited agreed to acquire Asacha Media Group from Oaktree Capital Management, L.P. and founding partners of Asacha on February 20, 2024. Concurrently, Fremantle acquired 80% stake in Beach House Pictures Ltd. For both acquisitions combined, RTL Group will invest over €200 million. The acquisitions of Asacha Media Group and Beach House Pictures are part of Fremantle’s boost plan to reach €3 billion in full-year revenue by 2025. Asacha will continue to be run by Co-Founder and Group CEO Gaspard de Chavagnac who will report to Andrea Scrosati. Gaspard de Chavagnac will continue to be supported by Marina Williams, as Chief Content Officer of Asacha. The transaction is subject to customary closing conditions. Lazard, Inc. (NYSE:LAZ) acted as financial advisor to Asacha. Mayer Brown LLP acted as legal advisor to Asacha. CMS Cameron McKenna Nabarro Olswang LLP acted as legal advisor to Fremantle. Alexandre Dejardin and Diane Rufenacht of Duroc Partners acted as legal advisor; and Alexandre Rocchi and Charlotte Elkoun of Arsene Taxand for the tax aspects to the founders of Asacha. Florence Khayat and Charles Frassaint of Eight Advisory provided financial due diligence services to Oaktree Capital Management. Ascanio Cibrario, Luca Rossi Provesi and Andrea Scarpellini of PedersoliGattai acted as legal advisor to Roberto Sessa with reference to his minority interest in Picomedia.Fremantle Limited completed the acquisition of Asacha Media Group from Oaktree Capital Management, L.P. and founding partners of Asacha on March 25, 2024. Fremantle’s group COO and CEO for continental Europe Andrea Scrosati spearheaded the acquisition. Asacha co-founder and group CEO Gaspard de Chavagnac will continue to run the company, reporting to Scrosati. Marina Williams will continue in her role as chief content officer.
공시 • Mar 07Tikehau Capital Provides Group Earnings Guidance by 2026Tikehau Capital provided group earnings guidance by 2026. The company expects ~€500 million of net income target by 2026.
공시 • Mar 06Tikehau Capital Proposes Dividend for 2023, Payable on 13 May 2024Tikehau Capital announced Dividend proposition of €0.75 per share for 2023. A dividend pay-out of €0.75 per share for 2023 will be submitted to the General Shareholders’ Meeting due to take place on 6 May 2024, which is 7% increase compared to the €0.70 reference dividend distributed in 2022. This is in line with the Group’s guidance to distribute to shareholders more than 80% of the EBIT of the asset management business. Pending the approval from the General Shareholders’ Meeting, the ex-date will be 9 May 2024, and the payment will take place on 13 May 2024.
공시 • Feb 21Fremantle Limited agreed to acquire Asacha Media Group from Oaktree Capital Management, L.P. and founding partners of Asacha.Fremantle Limited agreed to acquire Asacha Media Group from Oaktree Capital Management, L.P. and founding partners of Asacha on February 20, 2024. Concurrently, Fremantle acquired 80% stake in Beach House Pictures Ltd. For both acquisitions combined, RTL Group will invest over €200 million. The acquisitions of Asacha Media Group and Beach House Pictures are part of Fremantle’s boost plan to reach €3 billion in full-year revenue by 2025. Asacha will continue to be run by Co-Founder and Group CEO Gaspard de Chavagnac who will report to Andrea Scrosati. Gaspard de Chavagnac will continue to be supported by Marina Williams, as Chief Content Officer of Asacha. The transaction is subject to customary closing conditions. Lazard, Inc. (NYSE:LAZ) acted as financial advisor to Asacha. Mayer Brown LLP acted as legal advisor to Asacha. CMS Cameron McKenna Nabarro Olswang LLP acted as legal advisor to Fremantle.
공시 • Nov 30Tikehau Capital to Report Q4, 2023 Results on Feb 06, 2024Tikehau Capital announced that they will report Q4, 2023 results at 5:40 PM, Central European Standard Time on Feb 06, 2024
공시 • Oct 26Tikehau Capital Launches the New Vintage of BrienneTikehau Capital announced the launch of Brienne, the new vintage of its private equity cybersecurity strategy, building on the success of its predecessor. With EUR200 million at first close, this vintage will stand as the largest vehicle dedicated to digital security in Europe. The focus of this next vintage will be on seizing European opportunities and supporting companies with significant global B2B scalability potential. It aims to invest ticket sizes ranging from EUR10 million to EUR50 million, including investments, thus offering the potential for substantial backing to companies poised to redefine the cybersecurity landscape. Launched in June 2019, Brienne III, the previous vintage of Tikehau Capital's private equity cybersecurity strategy successfully raised EUR 175 million and strategically invested in 15 companies within the European cyber ecosystem. The launch of this new vintage underscores Tikehau Capital's steadfast dedication to investing in pioneering technology and fortifying digital security on a broader scale. With EUR200 million in capital commitments already secured from a diverse range of institutional, strategic and private investors, this strategy demonstrates its resilience and robust momentum. As the digital landscape continues to evolve, the need for robust cybersecurity has never been more critical. The ongoing surge of cyber threats and attacks is impacting businesses of all sizes and across all sectors, with a particular emphasis on critical industries. In this ever-evolving landscape, cybersecurity is at the forefront of technological development and is an enduring investment opportunity. Tikehau Capital's Private equity strategy intends to play a pivotal role in strengthening digital security and supporting companies in delivering solutions within the cybersecurity industry.
공시 • Jul 27TotalEnergies SE acquired 70.8% stake in Total Eren SA from Bpifrance Investissement SAS, Next World Group, Peugeot Invest Société anonyme (ENXTPA:PEUG), Tikehau Capital (ENXTPA:TKO) for €1.5 billion.TotalEnergies SE acquired 70.8% stake in Total Eren SA from Bpifrance Investissement SAS, Next World Group, Peugeot Invest Société anonyme (ENXTPA:PEUG), Tikehau Capital (ENXTPA:TKO) for €1.5 billion on July 25, 2023. TotalEnergies SE completed the acquisition of 70.8% stake in Total Eren SA from Bpifrance Investissement SAS, Next World Group, Peugeot Invest Société anonyme (ENXTPA:PEUG), Tikehau Capital (ENXTPA:TKO) on July 25, 2023.
공시 • May 17Tikehau Capital Approves Distribution of Dividend, Payable on May 22, 2023Tikehau Capital approved the distribution of a dividend of €0.70 per share, which is up 17% compared to the €0.60 reference dividend paid for 2021. The payment of this dividend will take place as of 22 May 2023.
공시 • Feb 16+ 1 more updateTikehau Capital to Report Q3, 2023 Results on Oct 19, 2023Tikehau Capital announced that they will report Q3, 2023 results After-Market on Oct 19, 2023
공시 • Sep 07Tikehau Capital, Annual General Meeting, May 16, 2023Tikehau Capital, Annual General Meeting, May 16, 2023.