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3i Group plc (III.L)

GBp2,653.00 -33.00 (-1.23%)
GB LSE Financial Services Asset Management
Address 1 Knightsbridge SW1X 7LX
London, ENG, GB
CEO Simon Borrows
Website 3i.com
IPO 1994-07-19
ISIN GB00B1YW4409

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Also trades on London Stock Exchange · III.L (GBp) Other OTC · TGOPF (USD) Other OTC · TGOPY (USD)
Description

3i Group plc is a private equity firm specializing in mature companies, growth capital, middle markets, infrastructure, and management leveraged buyouts and buy-ins. The firm also provides infrastructure financing and debt management. For debt management, it invests in senior and mezzanine corporate debt in typically large and private companies in United Kingdom, Europe, Asia, and North America. It makes private equity investments in business and technology services, financial services, consumer and private label, software and service, healthcare, consumption and distribution, media and telecom, renewable energy, wind, and industrial technology sector. Within business and technology services, the firm seeks to invest in sub sectors such as testing, inspection and certification; intelligent outsourcing, BPO and consultancy; human capital including staffing, governance, risk and compliance, services to pharmaceutical companies, vertical application software, education and training businesses; facilities management; support services to industrial sectors such as oil and gas and utilities; human resources outsourcing and advising; recruitment; logistics and infrastructure support services including distribution, waste, and rental. In the consumer sector, it focuses on, multi-unit roll out, omni-channel propositions, niche branded consumer goods, polarization, health and wellness, ageing population, millennials, consumer goods; e-commerce; retail; food and drinks; private label CMO and leisure. In the healthcare sector, the firm focuses on outsourced medical device manufacturing & services, outsourced pharmaceutical manufacturing & services, bioprocessing supply chain, life science tools and diagnostics, wellness & consumer health products, personalized medicine, pharmaceuticals and biotechnology including specialty pharma, generics or OTC, drug delivery, and animal health; healthcare services including activities such as elderly and specialty care, including caring for people in their own homes, in hospital and in community facilities, as well as operational services such as outsourced support, clinical services and B2B contract services; medical devices and technology including devices, medical equipment and consumables, diagnostics, and healthcare IT. In services and software, it focuses on IT services including cloud and IT infrastructure managed services providers, software vendor integration and support services or application, and software development or DevOps; tech-enabled outsourcing services including testing, inspection and certification, human capital management or business information, and data & analytics; mature software including horizontal software, vertical software, office of the CFO, supply chain, ERP, human capital and life sciences. In the industrial sector, it focuses on automotive, chemicals, safety and security, construction, building products and materials, energy, electronics and electrical components, flow control and filtration, mobility, packaging, industrial CMO, B2B distribution, safety & security, industrial services including industrial software, oil, gas, and power. Through 3i BIFM Limited and 3i Infrastructure plc the firm makes infrastructure investments where it focuses principally on the utilities including energy transmission and storage, electricity and gas distribution, water, power generation, and communication network; transportation including airports, ports, ferries, toll roads, and rail; and social infrastructure sector including primary and secondary PFI, public private partnerships, healthcare, education, and government accommodation. In infrastructure it invests primarily in utilities, transportation and social infrastructure in the United Kingdom, France, Italy, Germany, Europe, and Ireland. The firm prefers to invest in companies across Europe, France, United States, South America, and Asia. It seeks to make new investments in Northern Europe and North America. The firm typically invests in companies with enterprise value between €100 million ($108.48 million) and €500 million ($543.42 million). It seeks to make investments of £150 million ($186.53 million) and £300million ($373.05 million) in companies, taking control positions, and target mid-teen investment returns in infrastructure sector. It seeks to take either majority or minority stakes. It seeks to take a board seat in its portfolio companies with regards to infrastructure investments. The firm invests through a combination of third-party and proprietary capital. It invests through its personal capital. 3i Group plc was founded in 1945 and is based in London, United Kingdom with additional offices across North America, Asia and Europe.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
GBp2,653.00 -33.00 (-1.23%)
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Volume Profile
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Liquidity & share structure
Average Volume
3M
Beta
1.13
Float Shares
986.20M
Free Float %
96.9%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+4.64% -14.37% -23.99% -35.57% -34.98% -32.27% -45.01% +17.49% +80.85% +357.94% +858.79%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Price Targets & DCF
Current price
2,653.00
DCF (Unlevered) 649.74 -75.5%
DCF (Levered) 89.58 -96.6%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Ratings Trend (MoM) 82% Bullish
Rating 2026-05 Change
Strong Buy 3 0
Buy 6 0
Hold 0 0
Sell 1 0
Strong Sell 1 0
Quality scores
Altman Z-Score
10.46
Safe zone
Piotroski F-Score
4 / 9
Average
MOAT Score
5 / 10
Developing
Composite Rating
A
Overall Score
4 / 5
High
DCF Score
3 / 5
Medium
ROE Score
5 / 5
High
ROA Score
5 / 5
High
D/E Score
3 / 5
Medium
P/E Score
4 / 5
High
P/Book Score
3 / 5
Medium
Operational MOAT
✗ Below peers
  • Revenue growth Asset Management: +17.4%
    -91.9% Q1'26: -89.5% (vs Q1'24)
  • EPS growth Asset Management: +22.7%
    +3.5% Q1'26: -12.1% (vs Q1'24)
  • FCF margin FCF growth · Asset Management: +27.7%
    +1,236.5% Q1'26: +55.5% (vs Q1'24)
  • EBIT margin Asset Management: +50.6%
    +1,251.9% Q1'26: +863.6% (vs Q1'24)
  • ROIC Asset Management: +6.5%
    +17.0% Q1'26: +25.9% (vs Q1'24)
  • Share dilution Asset Management: +0.0%
    +1.6% Q1'26: +5.2% (vs Q1'24)
  • Debt / EBITDA Net debt/EBITDA · Asset Management: -0.03×
    0.24× Q1'26: 0.15× (vs Q1'24)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (1.15) × ERP
WACC = 95% × Ke + 5% × Kd (5.2%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 649.74 Current price: 2,653.00
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Mar 2012
actual
Mar 2013
actual
Mar 2014
actual
Mar 2015
actual
Mar 2016
actual
Mar 2017
actual
Mar 2018
actual
Mar 2019
actual
Mar 2020
actual
Mar 2021
actual
Mar 2022
actual
Mar 2023
actual
Mar 2024
actual
Mar 2025
actual
Mar 2026
5 Rev. Ana.
7 EPS Ana.
Mar 2027
5 Rev. Ana.
6 EPS Ana.
Mar 2028
5 Rev. Ana.
5 EPS Ana.
Mar 2029
3 Rev. Ana.
3 EPS Ana.
Mar 2030
1 Rev. Ana.
1 EPS Ana.
Mar 2031
1 Rev. Ana.
1 EPS Ana.
Revenue
281.00M
est: -107.72M (+360.9%)
165.00M
est: 517.00M (-68.1%)
296.00M
est: 645.92M (-54.2%)
298.00M
est: 700.89M (-57.5%)
186.00M
est: 554.06M (-66.4%)
388.00M
est: 1.36B (-71.6%)
398.00M
est: 1.58B (-74.9%)
1.36B
est: 1.42B (-4.3%)
176.00M
est: -1.11B (+115.8%)
238.00M
est: 1.74B (-86.3%)
714.00M
est: 4.38B (-83.7%)
606.00M
est: 4.80B (-87.4%)
3.98B
est: 4.59B (-13.4%)
5.27B
est: 5.66B (-6.9%)
6.47B
5.72B – 7.30B
+14.3% YoY
5.58B
4.22B – 7.44B
-13.8% YoY
7.00B
4.56B – 9.01B
+25.5% YoY
8.45B
8.36B – 8.55B
+20.8% YoY
11.45B
8.04B – 14.99B
+35.4% YoY
11.72B
8.23B – 15.35B
+2.4% YoY
EBITDA
-526.00M
est: -106.01M (-396.2%)
464.00M
est: 508.76M (-8.8%)
630.00M
est: 236.50M (+166.4%)
831.00M
est: 575.94M (+44.3%)
799.00M
est: 545.23M (+46.5%)
1.42B
est: 1.34B (+5.9%)
1.45B
est: 1.56B (-6.9%)
1.25B
est: 1.34B (-6.7%)
211.00M
est: -1.10B (+119.2%)
1.87B
est: 210.05M (+790.3%)
4.03B
est: 237.89M (+1,594.0%)
4.61B
est: 256.41M (+1,697.1%)
3.82B
est: 286.95M (+1,232.6%)
5.05B
est: 5.76B (-12.3%)
6.36B
5.63B – 7.18B
+10.5% YoY
5.49B
4.15B – 7.33B
-13.8% YoY
6.89B
4.48B – 8.86B
+25.5% YoY
8.32B
8.23B – 8.41B
+20.8% YoY
11.26B
7.91B – 14.76B
+35.4% YoY
11.53B
8.10B – 15.11B
+2.4% YoY
EBIT
-533.00M
est: -105.91M (-403.2%)
463.00M
est: 508.32M (-8.9%)
622.00M
est: 236.50M (+163.0%)
823.00M
est: 571.50M (+44.0%)
791.00M
est: 544.76M (+45.2%)
1.42B
est: 1.34B (+5.9%)
1.45B
est: 1.56B (-7.0%)
1.24B
est: 1.34B (-7.0%)
204.00M
est: -1.10B (+118.6%)
1.86B
est: 210.05M (+786.9%)
4.02B
est: 237.89M (+1,591.1%)
4.60B
est: 256.41M (+1,694.8%)
3.82B
est: 286.95M (+1,229.8%)
5.04B
est: 5.76B (-12.4%)
6.36B
5.62B – 7.18B
+10.5% YoY
5.48B
4.15B – 7.32B
-13.8% YoY
6.88B
4.48B – 8.86B
+25.5% YoY
8.31B
8.22B – 8.40B
+20.8% YoY
11.25B
7.90B – 14.74B
+35.4% YoY
11.52B
8.09B – 15.09B
+2.4% YoY
Net Income
-783.00M
est: -29.73M (-2,534.0%)
360.00M
est: 1.17B (-69.2%)
517.00M
est: 228.99M (+125.8%)
700.00M
est: 573.72M (+22.0%)
817.00M
est: 578.78M (+41.2%)
1.63B
est: 1.96B (-17.1%)
1.46B
est: 1.85B (-20.8%)
1.24B
est: 1.31B (-5.5%)
214.00M
est: 1.32B (-83.8%)
1.86B
est: 209.07M (+787.3%)
4.01B
est: 236.79M (+1,594.8%)
4.57B
est: 4.57B (+0.0%)
3.84B
est: 3.84B (+0.0%)
5.04B
est: 6.04B (-16.6%)
5.29B
5.11B – 7.32B
-12.4% YoY
4.71B
4.14B – 7.46B
-11.0% YoY
6.39B
4.03B – 8.35B
+35.7% YoY
6.69B
6.06B – 9.28B
+4.6% YoY
11.21B
6.87B – 15.72B
+67.6% YoY
11.41B
6.99B – 16.01B
+1.8% YoY
SGA
441.00M
est: -19.84M (+2,322.6%)
115.00M
est: -149.17M (+177.1%)
117.00M
est: 107.61M (+8.7%)
112.00M
est: 87.67M (+27.8%)
101.00M
est: 71.93M (+40.4%)
116.00M
est: 163.16M (-28.9%)
124.00M
est: 90.98M (+36.3%)
128.00M
est: 76.37M (+67.6%)
114.00M
est: -205.28M (+155.5%)
117.00M
est: 71.32M (+64.1%)
130.00M
est: 80.77M (+60.9%)
141.00M
est: 87.06M (+62.0%)
34.00M
est: 97.43M (-65.1%)
32.00M
est: 502.65M (-93.6%)
555.28M
491.25M – 626.87M
+10.5% YoY
478.91M
362.39M – 639.26M
-13.8% YoY
601.18M
391.29M – 773.58M
+25.5% YoY
726.00M
718.09M – 733.90M
+20.8% YoY
982.91M
690.16M – 1.29B
+35.4% YoY
1.01B
706.50M – 1.32B
+2.4% YoY
EPS
-0.83
est: -0.65 (-27.4%)
0.38
est: 0.23 (+68.4%)
0.55
est: 0.38 (+43.1%)
0.74
est: 0.55 (+34.6%)
0.83
est: 0.47 (+75.9%)
1.59
est: 1.24 (+28.5%)
1.52
est: 1.33 (+14.1%)
1.28
est: 1.27 (+0.7%)
0.22
est: -0.52 (+142.2%)
1.92
est: 1.61 (+19.5%)
4.15
est: 3.85 (+7.7%)
4.75
est: 4.27 (+11.1%)
3.98
est: 4.22 (-5.7%)
5.22
est: 5.72 (-8.8%)
6.06
5.19 – 7.45
+5.9% YoY
5.42
4.21 – 7.58
-10.5% YoY
6.31
4.10 – 8.50
+16.3% YoY
7.48
6.17 – 9.44
+18.6% YoY
11.40
6.99 – 16.00
+52.4% YoY
11.61
7.11 – 16.29
+1.8% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-15 A 4/5 3/5 5/5 5/5 3/5 4/5 3/5
2026-05-14 A+ 4/5 5/5 5/5 5/5 3/5 4/5 2/5
2026-05-13 A 4/5 4/5 5/5 5/5 3/5 4/5 2/5
2026-05-12 A 4/5 4/5 5/5 5/5 3/5 4/5 2/5
2026-05-11 A 4/5 4/5 5/5 5/5 3/5 4/5 2/5
2026-05-08 A 4/5 4/5 5/5 5/5 3/5 4/5 2/5
2026-05-07 A 4/5 4/5 5/5 5/5 3/5 4/5 2/5
2026-05-06 A 4/5 4/5 5/5 5/5 3/5 4/5 2/5
2026-05-05 A 4/5 4/5 5/5 5/5 3/5 4/5 2/5
2026-05-01 A 4/5 4/5 5/5 5/5 3/5 4/5 2/5
2026-04-30 A 4/5 4/5 5/5 5/5 3/5 4/5 2/5
2026-04-29 A 4/5 4/5 5/5 5/5 3/5 4/5 2/5
2026-04-28 A 4/5 4/5 5/5 5/5 3/5 4/5 2/5
2026-04-27 A 4/5 4/5 5/5 5/5 3/5 4/5 2/5
2026-04-24 A 4/5 4/5 5/5 5/5 3/5 4/5 2/5
2026-04-23 A 4/5 4/5 5/5 5/5 2/5 4/5 2/5
2026-04-22 A 4/5 4/5 5/5 5/5 2/5 4/5 2/5
2026-04-21 A 4/5 4/5 5/5 5/5 2/5 4/5 2/5
2026-04-20 A 4/5 4/5 5/5 5/5 2/5 4/5 2/5
2026-04-17 A 4/5 5/5 5/5 5/5 2/5 4/5 2/5
2026-04-16 A 4/5 5/5 5/5 5/5 2/5 4/5 2/5
2026-04-15 A+ 4/5 5/5 5/5 5/5 2/5 4/5 3/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
769.94M
OE per share TTM
0.79
Owner's Yield
3.42%
Maintenance CapEx ratio
2.15%
Maint CapEx / Avg PPE
2.1%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
1
Total invested
106.9K
Insider transactions (90d)
0
Beneficial owners (>5%)
0
Beneficial owners (>5%)

No beneficial ownership filings recorded.

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
1
+0 vs prev Q
New positions
0
Closed positions
0
Increased
1
Reduced
0
Put/Call ratio
0.00
Calls held
Puts held
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 GAMMA INVESTING LLC 3.3K +— (+0.0%) 147.8K -34.6K (-19.0%) 0.00% +0.000 pp 0.01% -0.003 pp GBp3,613.95 -9.7% 9 qtrs
2 -1.4K (-100.0%) -75.9K (-100.0%) 0.00% 0.000 pp 0.00% -0.014 pp GBp 2 qtrs SOLD
Ownership breakdown by holder

Insider Activity

Insider Activity — Latest Quarter

No insider activity available.

Insider buys vs sells (history)

Insider history not available.

Recent insider transactions

No recent insider transactions.

Executive team

Top executives
EBIT / Employee
227.0K
Shares Outstanding
1.02B

Executive compensation

Executive compensation (annual)

Executive compensation not available.

CEO compensation breakdown

No CEO compensation history available.

Proxy statements

Proxy statements (DEF 14A)

No proxy statements available for this company yet.

Recent SEC filings

Recent SEC filings

No SEC filings available for this company yet.

Executive team

NameTitleCompensationGender
Simon Alexander Borrows CEO & Member of Board of Directors 3M male
James Graham Hatchley Group Finance Director & Member of Board of Directors 2M male
Jasi Halai COO & Board of Directors 1M female
Bernardo De Sa Braamcamp Sobral Sottomayor Managing Partner & Head of European Infrastructure male
Kevin J. Dunn General Counsel & Company Secretary male
Robert K. Collins Managing Partner & Head of North American Infrastructure male
Silvia Santoro Group Investor Relations & Sustainability Strategy Director female
Kathryn van der Kroft Group Communications Director female
James Dawes Chief Financial Officer male
John Paul Decesare Director of Group Compliance male
ESG Score History

No data available for this company.

Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits