PETRUS ADVISERS LTD
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Next accounts due
2026-12-28 (in 7mo)
Last filed for 2025-03-31
Confirmation statement due
2026-11-26 (in 6mo)
Last made up 2025-11-12
Watchouts
None on the register
Cash
£710K
-44.6% vs 2024
Net assets
£5M
-22.5% vs 2024
Employees
10
+11.1% vs 2024
Profit before tax
-£3M
-167.5% vs 2024
Name history
Renamed 2 times since incorporation
- PETRUS ADVISERS LTD 2014-12-18 → present
- VOLNAY LIMITED 2012-11-12 → 2014-12-18
- WIKING LIMITED 2012-11-12 → 2012-11-12
Net assets
2-year trend · vs Industrials median
Accounts
2-year trend · latest reflected 2025-03-31
| Metric | Trend | 2024-03-31 | 2025-03-31 |
|---|---|---|---|
| Turnover | £16,598,995 | £10,471,099 | |
| Operating profit | £4,533,502 | -£4,084,368 | |
| Profit before tax | £4,986,181 | -£3,367,400 | |
| Net profit | £3,743,159 | -£2,585,860 | |
| Cash | £1,282,618 | £710,496 | |
| Total assets less current liabilities | £6,476,422 | £7,297,007 | |
| Net assets | £6,471,239 | £5,013,103 | |
| Equity | £6,471,239 | £5,013,103 | |
| Average employees | 9 | 10 | |
| Wages | £1,257,932 | £1,180,135 |
Values shown as filed in the company's annual accounts. — indicates the figure wasn't present under that line item in that period. About these numbers
Ratios
Computed from the line items above — sparklines read oldest → newest
| Ratio | Trend | 2024-03-31 | 2025-03-31 |
|---|---|---|---|
| Operating margin | 27.3% | -39.0% | |
| Net margin | 22.6% | -24.7% | |
| Return on capital employed | 70.0% | -56.0% | |
| Gearing (liabilities / total assets) | 42.9% | 42.9% | |
| Current ratio | 2.25x | 5.20x | |
| Interest cover | 154.75x | -165.10x |
Margins divide P&L lines by turnover. Gearing is liabilities over total assets. Current ratio is current assets over creditors falling due within one year. Interest cover is operating profit over absolute finance costs. Sector-distribution context coming next.
Audit & accounting basis
- Accounting basis
- FRS 102
- Reporting scope
- Standalone (parent only)
- Auditor
- Rawlinson & Hunter Audit LLP
- Audit opinion
- Unqualified (clean)
- Going concern
- Affirmed
“In auditing the financial statements, we have concluded that the directors' use of the going concern basis of accounting in the preparation of the financial statements is appropriate.”
Group structure
- PETRUS ADVISERS LTD · parent
- Petrus (UK) LLP
Significant events
- “During the year the company's profits were adversely effected by the performance of one of the funds it manages. Whilst the situation was resolved before the end of the year, the company suffered from reduced revenue as well as incurring significant costs. In addition to the costs incurred, the company has made a provision for €2,500,000 as set out in Note 21.”
Auditor, going-concern and subsidiary information is drawn from the narrative of the latest annual accounts. About these numbers
People
2 active · 3 resigned
| Name | Role | Appointed | Born | Nationality |
|---|---|---|---|---|
| SHAH, Suraj Dipak Premchand | Director | 2023-06-20 | Jul 1983 | British |
| UMEK, Klaus | Director | 2012-11-12 | Oct 1971 | Austrian |
Show 3 resigned officers
| Name | Role | Appointed | Resigned |
|---|---|---|---|
| HUFNAGEL, Till Christopher | Director | 2017-05-17 | 2023-06-20 |
| KAHAN, Barbara | Director | 2012-11-12 | 2012-11-12 |
| SIEGHART, Michael | Director | 2015-10-29 | 2017-05-17 |
Ownership
Persons with significant control
| Name | Kind | Nature of control | Notified | Status |
|---|---|---|---|---|
| Mr Klaus Umek | Individual | Shares 75–100%, Voting 75–100%, Appoints directors | 2020-01-30 | Active |
| Pomerol Limited | Corporate entity | Shares 75–100%, Voting 75–100%, Appoints directors | 2016-04-21 | Ceased 2020-01-30 |
Filing timeline
Last 20 of 58 total filings
| Date | Type | Category | Description | |
|---|---|---|---|---|
| 2026-04-09 | AA | accounts | Accounts with accounts type full | |
| 2026-03-23 | SH01 | capital | Capital allotment shares | |
| 2026-02-17 | SH01 | capital | Capital allotment shares | |
| 2025-12-10 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2025-01-03 | AA | accounts | Accounts with accounts type full | |
| 2024-11-21 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2024-11-18 | AD03 | address | Move registers to sail company with new address | |
| 2024-10-04 | PSC04 | persons-with-significant-control | Change to a person with significant control | |
| 2024-10-04 | CH01 | officers | Change person director company with change date | |
| 2024-06-10 | AA | accounts | Accounts with accounts type full | |
| 2024-03-27 | AA01 | accounts | Change account reference date company previous shortened | |
| 2023-11-22 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2023-08-24 | AA | accounts | Accounts with accounts type full | |
| 2023-07-04 | TM01 | officers | Termination director company with name termination date | |
| 2023-07-04 | AP01 | officers | Appoint person director company with name date | |
| 2023-03-24 | AA01 | accounts | Change account reference date company previous shortened | |
| 2022-11-14 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2022-07-25 | AA | accounts | Accounts with accounts type full | |
| 2022-03-29 | AA01 | accounts | Change account reference date company previous shortened | |
| 2022-01-06 | MR05 | mortgage | Mortgage charge whole release with charge number |
Public-record activity
Raw counts from Companies House — last 12–24 months
- Filings
- 4
- Capital events
- 2
- Officers appointed
- 0
- Officers resigned
- 0
last 12 months
last 24 months
last 12 months
last 12 months
Direct counts from the register. No score, no rating — see the Filing timeline for the underlying events.
Year-on-year
FY2024 → FY2025 · period ending 2025-03-31 vs 2024-03-31
-
Turnover
-36.9%
£16,598,995 £10,471,099
-
Cash
-44.6%
£1,282,618 £710,496
-
Net assets
-22.5%
£6,471,239 £5,013,103
-
Employees
+11.1%
9 10
-
Operating profit
-190.1%
£4,533,502 -£4,084,368
-
Profit before tax
-167.5%
£4,986,181 -£3,367,400
-
Wages
-6.2%
£1,257,932 £1,180,135
Each % is (latest − prior) ÷ |prior| for the line item as filed. The comparison is only shown when the latest and prior accounts cover broadly equal-length periods — short or long stubs (typical around incorporation or a year-end change) are suppressed rather than misrepresented. Lines a company doesn't report are omitted. About these numbers