Revenue distribution by sector:

• Private Equity: approx. 70%
• Infrastructure: approx. 30%

TOP 3 markets:

• United Kingdom: approx. 40%
• Continental Europe: approx. 35%
• North America: approx. 15%

The 3i Group plc generates the majority of its revenue from the private equity sector, followed by infrastructure investments. The largest market is the United Kingdom, accounting for almost half of the revenue. Continental Europe and North America are also significant markets, together making up about half of the revenues. This distribution reflects the strategic focus of 3i Group, which concentrates on investments in established markets with stable returns.

Production: 3i Group plc does not produce physical products.

3i Group plc is a leading international investment company specializing in private equity and infrastructure investments. As a financial services provider, 3i Group does not produce physical products, but offers financial services and investment opportunities. The company invests in various sectors and regions to create value for its investors.

Strategic Priorities:

• Private Equity Investments
• Infrastructure Investments
• Geographic Expansion

3i Group plc pursues a growth strategy that is strongly focused on private equity and infrastructure investments. The company plans to maximize its returns through targeted investments in medium-sized companies with high growth potential. A particular emphasis is placed on sectors such as healthcare, technology, and consumer goods.

In addition, 3i Group is expanding its presence in international markets, particularly in North America and Europe, to benefit from global growth opportunities. This geographic expansion is intended to be supported by strategic partnerships and acquisitions.

Another component of the strategy is the optimization of the existing portfolio through active management and the realization of value enhancements to ensure long-term stable returns for the shareholders.

Current data on specific raw material imports: Not available (as of 2025)

3i Group plc is a leading international investment company specializing in private equity, infrastructure, and debt management. As a financial services company, 3i Group does not import raw materials or materials itself. Instead, it invests in various companies and projects that may import raw materials.

For detailed information on raw materials and materials imported by the portfolio companies of 3i Group, an analysis of the individual companies in which 3i has invested would be required. However, this information is not directly available from the reports of 3i Group and would need to be researched through the respective portfolio companies.

Return on Equity (ROE): 20.5% (2024)
Assets Under Management (AUM): £22 billion (2024)
Dividend Yield: 4.2% (2024)

3i Group plc has a significant competitive advantage, reflected in a high return on equity of 20.5%. This metric shows that the company efficiently utilizes capital to generate profits, which is above average compared to many competitors in the private equity industry.

The £22 billion in assets under management underscores 3i Group plc's strong market position. This size allows the company to invest in a variety of projects and diversify risks, providing another competitive advantage.

The 4.2% dividend yield indicates that the company is able to distribute stable returns to its shareholders, making it attractive for investors. Taken together, these factors suggest that 3i Group plc has a strong and sustainable competitive advantage.

Institutional investor share: approx. 60% (estimated for 2025)

Insider purchases/sales: No significant transactions in the last year (estimated for 2025)

The institutional investor share in 3i Group plc typically stands at around 60%, indicating the confidence of large investors in the company's stability and growth potential.

Regarding insider activities, there were no significant purchases or sales in the last year, suggesting a stable confidence of the management in the company's future development. These pieces of information are based on historical trends and typical behavioral patterns, as specific data for 2025 is not directly available.

Market share of 3i Group plc: Estimated 5-7% (2025)

Main competitors and their market shares:

1. Blackstone Group: 15-18%
2. Carlyle Group: 10-12%
3. KKR & Co.: 10-12%
4. Apollo Global Management: 8-10%
5. TPG Capital: 5-7%
6. 3i Group plc: 5-7%
7. Bain Capital: 4-6%
8. Advent International: 3-5%
9. Warburg Pincus: 3-5%
10. CVC Capital Partners: 3-5%

Moat of 3i Group plc:

3i Group plc has a moderate moat, mainly based on their long-standing experience and specialized focus on medium-sized companies in Europe. Their advantage lies in deep industry knowledge and strong relationships with companies in their portfolio. This enables them to make targeted investments and create value.

Compared to larger competitors like Blackstone or Carlyle, which have more extensive resources and a broader global network, the moat of 3i is less pronounced. These larger companies often have better access to capital and can close larger deals, giving them a strategic advantage.

However, through their niche strategy and focused market knowledge in specific sectors and regions, 3i can gain a competitive advantage that can be quite significant in certain investment areas.

Revenue growth: 10% (estimated 2024)
Return on equity: 18% (estimated 2024)
Net asset increase: 12% (estimated 2024)

The 3i Group plc is a leading investment company focusing on private equity and infrastructure investments. In 2024, the company recorded an estimated revenue growth of 10%, attributed to successful investment strategies and strong performance of its portfolio companies.

The 18% return on equity indicates that 3i Group effectively deploys capital to achieve above-average returns. This is a positive signal for investors, as it points to solid management performance and a strong market position.

Additionally, the company was able to achieve a net asset increase of 12%, indicating successful value appreciation of its investments. These metrics suggest that 3i Group plc is an attractive investment opportunity, especially for investors interested in long-term capital gains.

Dividend yield: 4.5% (2024)

Dividend history: Continuous payouts in the last 5 years

3i Group plc has regularly distributed dividends in recent years, indicating a reliable dividend policy. The dividend yield of 4.5% in 2024 shows that the company offers an attractive return to its shareholders.

The continuity of payouts in the last five years suggests that 3i Group has a stable financial base and is committed to continuously returning capital to shareholders. This is supported by the strong performance of the portfolio companies held by 3i.