tiprankstipranks
Trending News
More News >
Ashmore Group PLC (GB:ASHM)
LSE:ASHM
UK Market

Ashmore Group PLC (ASHM) Earnings Dates, Call Summary & Reports

Compare
100 Followers

Earnings Data

Report Date
Sep 04, 2026
TBA (Confirmed)
Period Ending
2026 (Q4)
Consensus EPS Forecast
Last Year’s EPS
0.07
Same Quarter Last Year
Moderate Sell
Based on 6 Analysts Ratings

Earnings Call Summary

Q2 2026
Earnings Call Date:Feb 12, 2026|
% Change Since:
|
Earnings Call Sentiment|Positive
Overall the call conveyed a positive operational and investment story: strong investment outperformance, meaningful seed gains boosting statutory profits, double-digit AuM growth (+10%) and improved flows (subscriptions +39%, redemptions -35%) supported a material rise in PBT (+64%) and EPS (+89%). The main weaknesses were lower reported revenue (-16%) driven by reduced performance fees, temporary fee mix impacts from alternatives, timing uncertainty around future performance fees, and short-term cash pressure from seed deployment. Given robust balance-sheet liquidity, continued product and local-office expansion, and a healthier pipeline, the positives materially outweigh the negatives.
Company Guidance
The guidance was constructive and metric‑rich: management expects full‑year non‑VC operating costs to be about twice H1’s £29m (with slightly higher non‑cash depreciation from the new London lease), continues to accrue variable compensation at ~32.5% of pre‑bonus profit (subject to remco review in July), and assumes modest fee margin pressure of ~1–2 bps every 12–24 months; performance‑fee guidance remains up to £5m for the year (H1 perf fees £0.8m). Seed activity should help fund growth (H1 seed gains £55.4m of which £9.6m realised; seed market value £391m; commitments £81m), the balance sheet is strong (total financial resources £573.6m v. capital requirements £93.3m; excess £480m or 67p per share; cash £261m), and management expects continued AUM and flow momentum (AUM +10% H1 to $52.5bn, net inflows $2.3bn, subscriptions +39% to $5.7bn, redemptions -35% to $3.4bn, investment outperformance added $2.6bn) while noting timing of funding and performance‑fee realisations is uncertain and macro tailwinds for EM (expected rate cuts, dollar softness) should support further growth in local and equity businesses.
Assets under Management Growth
Total AuM increased by 10% over the half to $52.5bn, driven by investment outperformance (+$2.6bn) and net inflows (+$2.3bn).
Strong Net Flows and Subscriptions
Subscriptions rose 39% year-on-year to $5.7bn while redemptions fell 35% to $3.4bn, producing net inflows of approximately $2.3bn for the period.
Robust Profitability Driven by Seed Gains
Seed capital delivered pretax gains of GBP 55.4m, contributing to profit before tax increasing 64% to GBP 81.9m and diluted EPS rising 89% to 10.1p (excluding seed returns diluted EPS was 3.1p).
Operating Efficiency and Margins
Adjusted EBITDA was GBP 20.9m with an operating margin of 31%; total operating costs were broadly flat, up ~1% year-on-year, reflecting tight cost control.
Balance Sheet Strength and Liquidity
Total financial resources of GBP 573.6m vs. capital requirements of GBP 93.3m, implying excess financial resources of GBP 480m (67p per share); cash at period end GBP 261m and seed investments market value GBP 391m.
Product and Geographic Expansion
Equities AUM grew 17% to $8.8bn and local offices AUM rose 8% to $8.4bn (equities 17% of group assets; local offices 16%), with new products launched (regional LatAm equity strategy) and new offices operational (Qatar; Mexico regulatory approval expected).
Investment Performance Outperformance
82% of the firm's assets outperformed peers over 1 year (70% over 3 years, 58% over 5 years); broader EM indices outperformed developed markets (EM Equity +30% vs MSCI World +20%; EM local currency bonds ~+20%).
Improving Pipeline and Client Demand
Management reports a healthier client pipeline versus prior periods, with stronger institutional interest and increasing retail engagement in equities and local currency products.

Ashmore Group PLC (GB:ASHM) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

GB:ASHM Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Sep 04, 2026
2026 (Q4)
- / -
0.068
Feb 12, 2026
2026 (Q2)
- / 0.03
0.048-35.42% (-0.02)
Sep 05, 2025
2025 (Q4)
- / 0.07
0.05425.93% (+0.01)
Feb 07, 2025
2025 (Q2)
- / 0.05
0.057-15.79% (>-0.01)
Sep 05, 2024
2024 (Q4)
- / 0.05
0.04910.20% (<+0.01)
Feb 07, 2024
2024 (Q2)
0.06 / 0.06
0.078-26.92% (-0.02)
Sep 06, 2023
2023 (Q4)
0.08 / 0.05
-0.008712.50% (+0.06)
Feb 08, 2023
2023 (Q2)
0.08 / 0.08
0.104-25.00% (-0.03)
Sep 02, 2022
2022 (Q4)
0.05 / >-0.01
0.116-106.90% (-0.12)
Feb 10, 2022
2022 (Q2)
0.08 / 0.10
0.182-42.86% (-0.08)
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed

GB:ASHM Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Feb 12, 2026
255.86p250.96p-1.92%
Sep 05, 2025
156.90p150.02p-4.38%
Feb 07, 2025
152.49p149.47p-1.98%
Sep 05, 2024
144.32p145.66p+0.93%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Ashmore Group PLC (GB:ASHM) report earnings?
Ashmore Group PLC (GB:ASHM) is schdueled to report earning on Sep 04, 2026, TBA (Confirmed).
    What is Ashmore Group PLC (GB:ASHM) earnings time?
    Ashmore Group PLC (GB:ASHM) earnings time is at Sep 04, 2026, TBA (Confirmed).
      Where can I see when companies are reporting earnings?
      You can see which companies are reporting today on our designated earnings calendar.
        What companies are reporting earnings today?
        You can see a list of the companies which are reporting today on TipRanks earnings calendar.
          What is the P/E ratio of Ashmore Group PLC stock?
          The P/E ratio of Ashmore Group PLC is N/A.
            What is GB:ASHM EPS forecast?
            Currently, no data Available