Burford Capital(BUR) - 2025 Q2 - Earnings Call Presentation

Financial Performance - Consolidated GAAP net income was $105 million in 2Q25 and $142 million in YTD25[17] - Net income attributable to Burford Capital Limited shareholders was $88 million in 2Q25 and $119 million in YTD25[17] - Cash receipts were $48 million in 2Q25 and $306 million in YTD25, up 25% from YTD24[19] - Capital provision income was $155 million in 2Q25 and $246 million in YTD25, up 79% from YTD24[23, 27] - Net income was $039 per diluted share in 2Q25 and $053 per diluted share in YTD25, nearly 5x compared to YTD24[23, 27] Portfolio and New Business - New definitive commitments were $361 million in 2Q25, significantly higher than any quarter in the past two years[23] - New definitive commitments were $518 million in YTD25, up 71% from YTD24[23, 96] - Portfolio base (cost basis + definitive undrawn commitments) was up 15% in YTD25[18, 96] - Group-wide portfolio was $75 billion as of June 30, 2025[20] Liquidity and Debt - Cash and marketable securities were $440 million as of June 30, 2025[24, 83] - Debt payable was $1780 million as of June 30, 2025[24, 94]