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Sofina increases NAV per share by 1% in second half of 2025
Sofina reports that NAV per share rose in H2 2025 from €296 to €299; without dilution from a €545m capital increase, NAV per share would have been €305. Total net asset value rose in H2 by 8.2% to €10.6bn, and the investment portfolio increased by 3% to €10.3bn. The cash position grew to €1.7bn through equity and debt raisings, and the loan-to-value ratio is negative at 4.2%, indicating available capital for new investments. The discount to NAV was 17.4% at the end of 2025, and the return on NAV for the full year 2025 is estimated at around 6.4%. » More on de.investing.com
Historical dividends Dividends
All dividend metrics All metricsFinancials
| (EUR) | June 2026 | YoY |
|---|---|---|
| Revenue | 55.5M | - |
| Gross profit | 53.69M | - |
| Net profit | 850.84M | - |
| EBITDA | 865.9M | - |
Fundamentals
| Metric | Value |
|---|---|
Market capitalization | €8.54B |
Number of shares | 35.33M |
52-week high/low | €267.72 - €208.42 |
Dividend yield | 1.34% |
Dividends TTM | €3.66 |
Beta | 1.18 |
P/E ratio | 6.96 |
PEG ratio | 0.03 |
P/B ratio | 0.84 |
P/S ratio | 81.28 |
Company profile
Sofina Société Anonyme is a private equity and venture capital firm specializing in direct and fund of funds investments. Within direct investments, it specializes in growth capital, early, startup, later stages, mature, emerging growth, mid venture, late venture, industry consolidation, and LBO investments. The firm primarily invests in portfolio of companies that engages in digital transformation, consumer & retail, education, healthcare, energy and services, e-commerce, consumer goods, digital, satellite operations, industry, finance companies, and financial services worldwide. It also invests in the media, communications, insurance, property development sectors. The firm typically invests in European based companies with a global exposure, and it also has a particular focus on companies based in Western Europe and Asia such as in India, China and South East Asia and also in the United States. It invests between €75 million ($84.81 million) and €300 million ($339.2 million) in companies with an enterprise value between €250 million ($282.7 million) and €4500 million ($5088.41 million) in minority investments, and €15 million ($16.96 million) and €50 million ($56.54 million) in companies operating in emerging markets or fast growing sectors. It invests in privately owned and listed companies. It invests in private companies to support growth, finance acquisitions, give liquidity to existing shareholders/families, support sales processes, and make minority investment alongside shareholders controlling shareholders and in listed companies for replacement of existing shareholder, long term support of controlling shareholders, and delisting. Within fund of funds, the firm focuses on private equity, venture capital and growth equity funds, and selected relationships in buyout and special situations. It also manages funds in the fields of private equity and hedge funds. It typically invests in the US, Europe and Asia, and also concentrates on emerging markets. The firm makes between €10 million ($11.31 million) and €40 million ($45.23 million) commitments in funds. The firm prefers to hold a minority ownership equity in its portfolio companies and also seeks board seat. The firm also prefers majority stake and co-invests. It typically holds its investments for ten to twelve years. Sofina Société Anonyme was founded in 1980 and is based in Brussels, Belgium with additional offices in Luxembourg and Singapore.
| Name | Sofina |
| CEO | Harold Y. H. Boel |
| Headquarters | Brussels,
bu Belgium |
| Website | |
| Sector | Financials |
| Industry | Financial Services |
| IPO | 01/04/2000 |
| Employees | 83 |
Ticker symbols
| Exchange | Symbol |
|---|---|
Euronext | SOF.BR |
Pnk | SFNXF |
Brussels Stock Exchange | SOF.BR |
Frankfurt | 8FS.F |
Düsseldorf | 8FS.DU |
London | 0G2X.L |
München | 8FS.MU |
Wien | SOF.VI |