PATRIA PRIVATE EQUITY TRUST PLC
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Next accounts due
2027-03-31 (in 10mo)
Last filed for 2025-09-30
Confirmation statement due
2027-03-23 (in 10mo)
Last made up 2026-03-09
Watchouts
None on the register
Cash
£110M
+288.1% vs 2024
Net assets
£1B
+5.4% vs 2024
Employees
—
Average over period
Profit before tax
£114M
+308.8% vs 2024
Name history
Renamed 4 times since incorporation
- PATRIA PRIVATE EQUITY TRUST PLC 2024-04-29 → present
- ABRDN PRIVATE EQUITY OPPORTUNITIES TRUST PLC 2022-04-01 → 2024-04-29
- STANDARD LIFE PRIVATE EQUITY TRUST PLC 2017-01-31 → 2022-04-01
- STANDARD LIFE EUROPEAN PRIVATE EQUITY TRUST PLC 2001-04-25 → 2017-01-31
- DMWS 480 PLC 2001-03-09 → 2001-04-25
Net assets
2-year trend · vs Financials median
Accounts
2-year trend · latest reflected 2025-09-30
| Metric | Trend | 2024-09-30 | 2025-09-30 |
|---|---|---|---|
| Turnover | £38,353,000 | £131,573,000 | |
| Operating profit | £31,763,000 | £121,992,000 | |
| Profit before tax | £27,863,000 | £113,910,000 | |
| Net profit | £23,296,000 | £110,098,000 | |
| Cash | £28,358,000 | £110,069,000 | |
| Total assets less current liabilities | £1,192,104,000 | £1,256,724,000 | |
| Net assets | £1,192,104,000 | £1,256,724,000 | |
| Equity | £1,192,104,000 | £1,256,724,000 | |
| Average employees | — | — | |
| Wages | — | — |
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 | 2024-09-30 | 2025-09-30 |
|---|---|---|---|
| Operating margin | 82.8% | 92.7% | |
| Net margin | 60.7% | 83.7% | |
| Return on capital employed | 2.7% | 9.7% | |
| Gearing (liabilities / total assets) | 10.7% | 15.4% | |
| Current ratio | 1.10x | 0.50x | |
| Interest cover | 3.54x | 12.22x |
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
- IFRS
- Reporting scope
- Consolidated group
- Auditor
- BDO LLP
- Audit opinion
- Unqualified (clean)
- Going concern
- Affirmed
“The Directors consider that the Company has adequate resources to continue in operation for at least 12 months from the approval of the Financial Statements for the year ended 30 September 2025. For this reason, they consider it appropriate to continue to adopt the going concern basis in preparing the Financial Statements.”
Group structure
- PATRIA PRIVATE EQUITY TRUST PLC · parent
- PPET Investments Limited 100%
Significant events
- “Increase in Loan Facility Agreement and establishment of the SPV for security for its multi-currency revolving credit facility.”
- “The Board decided to invest in products managed by Patria SOF V, an affiliate of the Manager.”
- “The Board approved the appointment of Duncan Budge as an additional non-executive Director.”
- “Continuation of the share buyback programme was reviewed by the Board.”
- “The Company maintains a quarterly dividend policy.”
Auditor, going-concern and subsidiary information is drawn from the narrative of the latest annual accounts. About these numbers
People
6 active · 23 resigned
| Name | Role | Appointed | Born | Nationality |
|---|---|---|---|---|
| GPMS CORPORATE SECRETARY LIMITED | Corporate Secretary | 2024-04-29 | — | — |
| AGBLE, Dugald Komla | Director | 2021-09-01 | Mar 1970 | British |
| BUDGE, Duncan William Allan | Director | 2025-02-01 | Oct 1955 | British |
| SEYMOUR-WILLIAMS, Diane | Director | 2017-06-07 | Dec 1958 | British |
| STILLHART, Yvonne | Director | 2021-09-01 | May 1968 | Swiss,British |
| THOMSON, Calum | Director | 2017-11-30 | Jun 1960 | British |
Show 23 resigned officers
| Name | Role | Appointed | Resigned |
|---|---|---|---|
| ABERDEEN ASSET MANAGEMENT PLC | Corporate Secretary | 2008-01-28 | 2012-02-22 |
| ABERDEEN ASSET MANAGERS LIMITED | Corporate Secretary | 2008-01-28 | 2008-01-28 |
| ABRDN HOLDINGS LIMITED | Corporate Secretary | 2019-09-06 | 2024-04-29 |
| DM COMPANY SERVICES LIMITED | Corporate Nominee Secretary | 2001-03-09 | 2001-04-25 |
| EDINBURGH FUND MANAGERS PLC | Corporate Secretary | 2001-04-25 | 2008-01-28 |
| MAVEN CAPITAL PARTNERS UK LLP | Corporate Secretary | 2016-05-27 | 2019-09-06 |
| PERSONAL ASSETS TRUST ADMINISTRATION COMPANY LTD | Corporate Secretary | 2012-02-22 | 2016-05-26 |
| BARBOUR, Alastair William Stewart | Director | 2011-04-01 | 2017-12-29 |
| BOND, Jonathon Roderick Alan | Director | 2018-06-15 | 2021-03-23 |
| BUCHAN, Hamish Noble | Director | 2001-04-25 | 2012-02-02 |
| DEVINE, Alan Sinclair | Director | 2014-05-28 | 2026-03-25 |
| DOBBIE, Scott Jamieson | Director | 2001-04-25 | 2013-01-29 |
| EDWARDS, Simon William | Director | 2001-04-25 | 2009-01-26 |
| KERSHAW, George | Director | 2001-04-25 | 2007-01-29 |
| MACNEILL, Colin James | Director | 2001-03-09 | 2001-04-25 |
| MCCOMB, Christina Margaret | Director | 2013-01-29 | 2022-03-22 |
| SHERLING, Clive Richard | Director | 2006-12-01 | 2011-01-25 |
| TAYLOR, Andrew Jonathan Mark | Director | 2010-12-02 | 2012-02-02 |
| TODD, Andrew George | Director | 2001-03-09 | 2001-04-25 |
| TYNDALL, Mark Robert John | Director | 2001-04-25 | 2008-01-28 |
| WARNER, Edmond William | Director | 2008-11-27 | 2018-12-31 |
| WARNOCK, David | Director | 2009-01-26 | 2017-06-07 |
| WORKMAN, John Donald Black | Director | 2006-12-01 | 2013-06-03 |
Ownership
Persons with significant control
Filing timeline
Last 20 of 380 total filings
Material constitutional events — rename, articles re-file, resolution
- 2026-03-30 RESOLUTIONS Resolution
| Date | Type | Category | Description | |
|---|---|---|---|---|
| 2026-04-09 | SH03 | capital | Capital return purchase own shares treasury capital date | |
| 2026-04-09 | SH03 | capital | Capital return purchase own shares treasury capital date | |
| 2026-04-09 | SH03 | capital | Capital return purchase own shares treasury capital date | |
| 2026-04-09 | SH03 | capital | Capital return purchase own shares treasury capital date | |
| 2026-04-09 | SH03 | capital | Capital return purchase own shares treasury capital date | |
| 2026-04-09 | SH03 | capital | Capital return purchase own shares treasury capital date | |
| 2026-04-09 | SH03 | capital | Capital return purchase own shares treasury capital date | |
| 2026-04-09 | SH03 | capital | Capital return purchase own shares treasury capital date | |
| 2026-04-09 | SH03 | capital | Capital return purchase own shares treasury capital date | |
| 2026-04-01 | AA | accounts | Accounts with accounts type full | |
| 2026-03-30 | TM01 | officers | Termination director company with name termination date | |
| 2026-03-30 | RESOLUTIONS | resolution | Resolution | |
| 2026-03-17 | SH03 | capital | Capital return purchase own shares treasury capital date | |
| 2026-03-12 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2026-03-11 | RP01AP01 | officers | Replacement filing of director appointment with name | |
| 2026-03-10 | SH03 | capital | Capital return purchase own shares treasury capital date | |
| 2026-03-10 | SH03 | capital | Capital return purchase own shares treasury capital date | |
| 2026-03-10 | SH03 | capital | Capital return purchase own shares treasury capital date | |
| 2026-03-10 | SH03 | capital | Capital return purchase own shares treasury capital date | |
| 2026-03-10 | SH03 | capital | Capital return purchase own shares |
Public-record activity
Raw counts from Companies House — last 12–24 months
- Filings
- 20
- Capital events
- 15
- Officers appointed
- 0
- Officers resigned
- 1
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 2025-09-30 vs 2024-09-30
-
Turnover
+243.1%
£38,353,000 £131,573,000
-
Cash
+288.1%
£28,358,000 £110,069,000
-
Net assets
+5.4%
£1,192,104,000 £1,256,724,000
-
Employees
—
Not reported
-
Operating profit
+284.1%
£31,763,000 £121,992,000
-
Profit before tax
+308.8%
£27,863,000 £113,910,000
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