AGM Presentation and Chairman's Address
| Stock | Bailador Technology Investments Ltd (BTI.ASX) |
|---|---|
| Release Time | 16 Oct 2025, 10:36 a.m. |
| Price Sensitive | Yes |
BTI Delivers Strong FY25 Results, Reaffirms Commitment to ESG
- $41m deployed in FY25, $20m realised with 33% private portfolio IRR
- Paid $15m in dividends over last 3 years, 8.1% grossed-up dividend yield
- Fully offset all Scope 1, 2 and 3 carbon emissions, integrated ESG across investment cycle
Bailador Technology Investments (BTI) reported strong financial and operational performance in FY25, with $41m deployed in new and existing portfolio companies, $20m realised from investments, and a 33% private portfolio IRR. The company continued to drive shareholder returns, paying $15m in dividends over the last 3 years and delivering an 8.1% grossed-up dividend yield. BTI also reaffirmed its commitment to ESG principles, fully offsetting all Scope 1, 2 and 3 carbon emissions and integrating ESG considerations across the investment cycle. Key portfolio highlights included a 49% valuation uplift for DASH, 86% uplift for Updoc, and 50% uplift for Hapana. The company's public portfolio also performed well, with SiteMinder's share price increasing 63% since June 2025. BTI remains well-positioned to continue delivering strong returns for shareholders through its active investment approach and focus on high-growth, expansion-stage technology companies.
BTI reported $592m in portfolio company revenue, representing 47% year-over-year growth, and maintained a ~65% gross margin and ~87% recurring revenue across the portfolio in FY25.
BTI is well-positioned to continue capitalising on attractive opportunities in the high-growth technology sector, with a strong pipeline of potential new investments and a focus on driving growth and value creation across its existing portfolio companies.