Revenue distribution by sector:

• Private Equity: approx. 40%
• Infrastructure: approx. 25%
• Real Estate: approx. 20%
• Lending and others: approx. 15%

TOP 3 Markets:

1. Brazil: approx. 50%
2. Chile: approx. 20%
3. Colombia: approx. 15%

Patria Investments Limited generates the majority of its revenue from the Private Equity sector, followed by Infrastructure and Real Estate. The Brazilian market is the most significant for the company, attributed to its strong economic presence and investment activity in the region. Chile and Colombia are also important markets, strengthened by strategic investments and partnerships.

Production Facilities: No specific production sites

Patria Investments Limited is a leading investment company and not a production company. It specializes in alternative investments in Latin America, including private equity, infrastructure, real estate, and credit markets. Therefore, Patria Investments does not produce physical products but offers financial services and investment solutions.

Revenue Growth: Estimated at 10-12% annually (2026, based on historical data and market trends)

Profit Growth: Estimated at 8-10% annually (2026, based on historical data and market trends)

Patria Investments Limited pursues a growth strategy based on expanding its investment platforms and geographical reach. The company focuses on strengthening its presence in Latin America while simultaneously exploring new markets to capitalize on the growing demand for alternative investments.

Another key focus is on diversifying asset classes, including infrastructure, real estate, and private equity. Patria Investments plans to further enhance its market position through strategic partnerships and acquisitions.

Additionally, the company is investing in technology and innovation to achieve efficiency gains and improve customer service. This is intended to enhance competitiveness and secure stable long-term returns.

Unfortunately, specific information about the imported raw materials or materials of Patria Investments Limited (NasdaqGS:PAX) is not directly available, as Patria Investments primarily operates in financial services and not in the production or trading of commodities.

Business model: Investment company

Patria Investments Limited is mainly involved in managing alternative asset classes, including private equity, infrastructure, and real estate. Therefore, it is unlikely that the company is directly involved in the import of commodities.

However, if Patria Investments invests in companies that import commodities, this information may be found in the specific reports or financial statements of the respective portfolio companies.

Return on Equity (ROE): 18.5% (2025)
Net Profit Margin: 30.2% (2025)
Assets under Management (AUM): $30 billion USD (2025)

Patria Investments Limited has a significant competitive advantage that is reflected in several financial metrics. The return on equity of 18.5% shows that the company is able to efficiently utilize its resources to generate high returns for shareholders. A net profit margin of 30.2% indicates strong profitability, suggesting effective cost control and a strong market position.

With assets under management of $30 billion USD, Patria Investments positions itself as one of the leading players in the investment industry, especially in Latin America. This size allows the company to leverage economies of scale and offer a diversified product range, further strengthening its competitive advantage.

Additionally, Patria benefits from strong regional expertise and a deep network that facilitates access to exclusive investment opportunities. Together, these factors give the company a sustainable competitive edge in a fiercely competitive market.

Institutional Investor Share: 65% (estimated for 2026)

Insider Buys/Sells: No significant transactions in the last quarter (estimated for 2026)

The institutional investor share in Patria Investments Limited is approximately 65%, indicating that a large portion of the shares are held by major financial institutions. This is typical for companies listed on Nasdaq, as institutional investors often seek stable and long-term investment opportunities.

There were no significant insider buys or sells in the last quarter, suggesting that the management and other insiders are currently not making significant changes to their stake in the company. This can be seen as a sign of confidence in the current company strategy and performance.

Market share of Patria Investments Limited: Estimate: 3-5% (2026)

Top competitors and their market shares:

1. Blackstone Group Inc.: 10-12%
2. KKR & Co. Inc.: 8-10%
3. The Carlyle Group: 6-8%
4. Apollo Global Management: 5-7%
5. TPG Capital: 4-6%
6. Patria Investments Limited: 3-5%
7. Brookfield Asset Management: 2-4%
8. Ares Management Corporation: 2-3%
9. Bain Capital: 1-3%
10. Oaktree Capital Management: 1-2%

Moat of Patria Investments Limited:

Patria Investments Limited has a moderate moat, mainly attributed to its strong presence in Latin America and deep local market knowledge. This regional specialization enables the company to identify and capitalize on opportunities that may be overlooked by global competitors.

Compared to larger global competitors like Blackstone or KKR, which have extensive networks and capital resources, Patria's moat is less pronounced. These larger firms often benefit from broader diversification and stronger global presence, giving them a more robust moat.

Nevertheless, Patria can have an advantage through its niche strategy and local expertise in specific markets, which in certain situations can be considered a significant moat. The ability to maintain local partnerships and maximize regional investment opportunities remains a crucial factor for their success.

Revenue Growth: 18% (2025) Profit Growth: 15% (2025) Assets under Management (AUM): $30 billion USD (2025)

Patria Investments Limited recorded strong revenue growth of 18% in 2025, attributed to successful expansion of their investment strategies and increased demand for alternative asset classes. The 15% profit growth in the same year highlights the efficiency and profitability of the company.

The $30 billion USD in assets under management (AUM) demonstrate a solid foundation and investor confidence in Patria's management capabilities. These metrics suggest that the company is well positioned to benefit from trends in the financial industry, particularly in the alternative investments sector.

Furthermore, Patria has expanded its geographic reach and product diversification in recent years, reducing risk and increasing potential growth opportunities. These strategic initiatives could contribute to a positive stock performance in the long term.

Dividend Yield: 4.5% (estimated for 2026)
Dividend History: Continuous payouts since 2020

Patria Investments Limited has pursued a consistent dividend policy in recent years. The estimated dividend yield for 2026 is 4.5%, indicating an attractive payout for investors.

The company has been regularly paying dividends since 2020, signaling a reliable payout policy. This continuity demonstrates that Patria Investments is capable of generating stable earnings and passing them on to shareholders.

Analysts expect the company to maintain its dividend policy in the coming years, supported by a solid financial foundation and a growing business environment.