Patria Investments Outlines 2027 Financial Targets

TL;DR

Patria targets $70B AUM by 2027, investors watch for growth.

AI Summary

Patria Investments Ltd announced its 2024 Investor Day presentation on December 9, 2024, outlining its financial outlook through 2027. The company targets approximately $70 billion in Fee Earning AUM by the end of 2027 and provided updates on Total Capital Formation.

Why It Matters

This filing provides investors with a forward-looking view of Patria's growth strategy and financial objectives, allowing for assessment of future performance.

Risk Assessment

Risk Level: low — The filing is an informational update on future targets and does not contain immediate financial risks.

Key Numbers

• $70 billion — Fee Earning AUM (Target by end of 2027)

Key Players & Entities

• Patria Investments Ltd (company) — Registrant
• Nasdaq:PAX (company) — Stock Ticker
• December 9, 2024 (date) — Investor Day Date
• 2027 (date) — Target Year
• $70 billion (dollar_amount) — Target Fee Earning AUM

FAQ

Key Financial Figures

• $70 billion — iddot; Fee Earning AUM of approximately $70 billion by the end of 2027; · Total Ca
• $35 billion — s organic + inorganic) of approximately $35 billion between 2025 and 2027; · Fee R
• $260 — · Fee Related Earnings reaching $260-290 million in 2027; · Fee Rel
• $1.60 — Fee Related Earnings per share reaching $1.60-1.80 in 2027; · Performance Re
• $120 — middot; Performance Related Earnings of $120-140 million from Investor Day on Decemb
• $4.50 — middot; Distributable Earnings totaling $4.50-4.80 per share in aggregate for the 3-y
• $44.7 b — ia has total assets under management of $44.7 billion, and offices in 13 cities on 4 co

Filing Documents

• dp221817_6k.htm (6-K) — 15KB
• 0000950103-24-017451.txt ( ) — 16KB

Forward-Looking Statements

Forward-Looking Statements This press release contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. You can identify these forward-looking statements by the use of words such as “outlook,” “indicator,” “believes,” “expects,” “potential,” “continues,” “may,” “will,” “should,” “seeks,” “approximately,” “predicts,” “intends,” “plans,” “estimates,” “anticipates” or the negative version of these words or other comparable words. Such forward-looking statements are subject to various risks and uncertainties. Accordingly, there are or will be important factors that could cause actual outcomes or results to differ materially from those indicated in these statements. We believe these factors include but are not limited to those described under the section entitled “Risk Factors” in our annual report on Form 20-F, as such factors may be updated from time to time in our periodic filings with the United States Securities and Exchange Commission (“SEC”), which are accessible on the SEC’s website at www.sec.gov. These factors should not be construed as exhaustive and should be read in conjunction with the other cautionary and we undertake no obligation to publicly update or review any forward-looking statement, whether as a result of new information, future developments or otherwise. Contact Patria Shareholder Relations t +1 917 769 1611 patriashareholderrelations@patria.com SIGNATURE Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to

View Full Filing

View this 6-K filing on SEC EDGAR