Quarterly ResultMay 14, 2026, 04:20 PM
Vinci Compass Q1 FRE +47% to R$96M; AuM R$347B
AI Summary
Vinci Compass Investments Ltd. reported strong financial results for Q1 2026, with Fee Related Earnings (FRE) increasing 47% year-over-year to R$96.3 million. Assets under Management (AuM) grew 14% year-over-year to R$346.8 billion. The company also announced a strategic combination with BACS Asset Management, adding US$1.6 billion in combined AuM. Vinci Compass outlined ambitious targets for FY 2028, aiming for R$1.6 billion in Fee Related Revenues and R$600 million in FRE.
Key Highlights
- Fee Related Earnings (FRE) for Q1 2026 increased 47% year-over-year to R$96.3 million.
- Assets under Management (AuM) reached R$346.8 billion in Q1 2026, up 14% year-over-year.
- Distributable Earnings (DE) for Q1 2026 were R$61.9 million, stable year-over-year.
- Strategic combination with BACS Asset Management adds US$1.6 billion in combined AuM.
- Targeting R$1.6 billion in Fee Related Revenues by FY 2028, representing a ~25% CAGR.
- Targeting R$600 million in Fee Related Earnings (FRE) by FY 2028, a ~19% CAGR.
- R$1.5 billion committed to proprietary funds, with R$100 million+ expected annual IRE contribution (2028-2031).
- Q1 2026 LTM Fee Related Revenues were R$990.0 million, up 44% year-over-year.