Chrysalis reports NAV growth and share buybacks

Published 01/10/2025, 02:03 AM

LONDON - Chrysalis Investments Limited announced its annual results for the fiscal year ending September 30, 2024, revealing a 4.9% increase in net asset value (NAV) per share and a substantial rise in its share price. According to the press release statement, the NAV per share rose to 141.26 pence, up from 134.65 pence the previous year. The share price saw a significant 50% increase to 93.30 pence, although it remains at a 34% discount to NAV.

The investment company reported total net assets of £840 million, compared to £801 million at the end of the previous year. The performance of key holdings, such as Starling, Klarna, and Smart Pension, contributed positively, while a write-down in wefox and foreign exchange impacts partially offset gains.

Chrysalis has continued to support its investments, allocating approximately £23 million over the year, with £6 million invested in Smart Pension and £17 million in wefox. The company also realized approximately £54 million from the sale of assets, including Graphcore's sale to SoftBank (TYO:9984) Group Corp and proceeds from Wise (LON:WISEa).

Following a loan agreement with Barclays (LON:BARC) Bank plc, Chrysalis drew down the full £70 million available post the reporting period. Additionally, the sale of Featurespace to Visa (NYSE:V) was completed, yielding initial proceeds of about £79 million. The company used its liquidity to fund follow-on investments and return capital to shareholders, buying back approximately £31 million of its shares as of January 7, 2025.

Chrysalis's liquidity position stands at roughly £151 million, with plans to continue its capital return program of up to £100 million. The company's chair, Andrew Haining, highlighted the significant changes over the year, including the transition of the investment advisory team to their own business and a more positive market sentiment for growth assets.

The investment advisers, Richard Watts and Nick Williamson, emphasized their focus on supporting the company's investments to maximize potential. They expressed optimism for Klarna's expected IPO within the current financial year, which could further enhance Chrysalis's liquidity position.

This report is based on a press release statement from Chrysalis Investments Limited.

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