Patria Investments Limited

$13.31 ▲ 0.16%

2026-04-21 08:45:00

www.patria.com NMS: PAX

Explore Patria Investments Limited stock price, valuation, financial statements, dividend history, analyst estimates, and long-term business fundamentals on StockSifting.

Market Cap

$2.12 B

Current Price

$13.31

52W High / Low

$17.8 / $9.62

Stock P/E

24.8

Book Value

$3.91

Dividend Yield

4.51%

ROCE

20.51%

ROE

16.02%

Face Value

—

EPS

$0.68

Exp Qtr EPS

—

Sector

Financial Services

Industry

Asset Management

Employees

—

Beta

0.73

Debt / Equity

27.37

Current Ratio

1.03

Quick Ratio

0.94

Forward P/E

7.19

Price / Sales

5.14

Enterprise Value

$2.05 B

EV / EBITDA

12.13

EV / Revenue

5.37

Rating

Buy

Target Price

$17

EPS Forecast (FY)

—

ABOUT

In essence, patria Investments Limited conducts operations as a private market investment firm. In essence, it specializes in investments in private equity, secondary direct and indirect and venture capital with focus in middle market, buyout and growth capital investments. In essence, it seeks to be sector agnostic with focus on agribusiness, power & energy, healthcare, logistics & transportations, food & beverage, agricultural products, packaged foods and meats, education services, outsourced business services, and digital & tech services. In essence, it prefers to invest globally with focus on Latin America, Europe, United States, North America and Brazil. In essence, it seeks to invest between $38.48 million and $72.14 million per transaction. In essence, the firm seeks a majority or minority stake in its portfolio companies. In essence, this organization delivers asset management services to investors focusing on private equity funds, infrastructure development funds, co-investments funds, constructivist equity funds, and real estate and credit funds. In essence, the firm seeks to co-invest with other investors. In essence, patria Investments Limited was founded in 1994 and is headquartered in Grand Cayman, Cayman Islands with additional offices across South America, North America, Europe and Asia. In essence, patria Investments Limited conducts operations as a subsidiary of Patria Holdings Limited. ROE at 14.04% based on the latest available annual data. ROCE at 20.51% using operating income and capital employed. Debt to equity stands at 0.52x. Operating margin is 36.06% on trailing numbers. Trailing twelve month sales are available in the dataset.

Pros

Efficient use of capital employed.
Balance sheet leverage appears manageable.
Strong operating margin profile.
Net margin remains healthy.
Meaningful dividend yield is available.

Cons

Current ratio suggests tighter short-term liquidity.

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Quarterly Results

Figures shown in M / B

	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024
Sales	86.46 M	82.52 M	79.57 M	157.24 M	78.06 M
Operating Profit	30.48 M	30.15 M	29.42 M	79.73 M	27.89 M
Net Profit	22.57 M	12.85 M	15.66 M	55.25 M	0.47 M
EPS in Rs	0.34	0.19	0.24	0.83	0.01

Profit & Loss

Figures shown in M / B

	2024	2023	2022	2021
Sales	374.2 M	327.62 M	258.88 M	235.51 M
Operating Profit	165.9 M	163.86 M	130.41 M	137.22 M
Net Profit	71.88 M	118.4 M	92.96 M	122.48 M
EPS in Rs	1.08	1.78	1.4	1.84

Balance Sheet

Figures shown in M / B

	2024	2023	2022	2021
Total Assets	1.21 B	1.01 B	976.24 M	761.32 M
Total Liabilities	715.17 M	490.24 M	462.78 M	197.04 M
Equity	481.08 M	542.49 M	552.79 M	564.28 M
Current Assets	372.68 M	401.59 M	479.64 M	352.32 M
Current Liabilities	397.39 M	397.5 M	338 M	156.23 M

Cash Flow

Last available yearly cash flow history

	2024	2023	2022	2021
Operating CF	145.95 M	156.72 M	81.05 M	107.56 M
Investing CF	25.31 M	62.17 M	-189.35 M	-284.23 M
Financing CF	-151.65 M	-229.63 M	118.55 M	177.89 M
Free CF	137.66 M	141.71 M	74.34 M	105.72 M
Capex	-8.28 M	-15.02 M	-6.71 M	-1.84 M

5Y Margin & Growth History

Last 5 year derived history from yfinance annual statements

	2024	2023	2022	2021
Revenue Growth %	14.22%	26.55%	9.92%	—
Earnings Growth %	-39.29%	27.37%	-24.1%	—
Profit Margin %	19.21%	36.14%	35.91%	52%
Operating Margin %	44.33%	50.01%	50.38%	58.27%
Gross Margin %	86.51%	88.18%	86.55%	93.79%
EBITDA Margin %	35.6%	44.67%	48.46%	55.77%

Dividend & Split History

Latest dividend and stock split events stored from yfinance

Dividend History

Ex Date	Dividend
2026-02-20	$0.15
2025-11-14	$0.15
2025-08-15	$0.15
2025-05-14	$0.15
2025-02-25	$0.15
2024-11-18	$0.15
2024-08-19	$0.15
2024-05-17	$0.175
2024-02-21	$0.399
2023-11-21	$0.199
2023-08-15	$0.251
2023-05-16	$0.226
2023-02-28	$0.308
2022-11-14	$0.171
2022-09-01	$0.169
2022-06-01	$0.202
2022-03-01	$0.16
2021-12-01	$0.14
2021-09-01	$0.463
2021-06-01	$0.106

Stock Splits

No stock split history available.

Shareholding Pattern

Shares and value shown in M / B

Holder Name	Type	Shares	Value	% Out	Report Date
Fidelity Advisor Series I-Fidelity Advisor Stock Selector Mid Cap Fund	Mutual Fund	0.67 M	$8.52 M	0.01%	2026-02-28
Fidelity Select Portfolios-Financials Portfolio	Mutual Fund	0.62 M	$7.87 M	0.01%	2026-02-28
Capital Income Builder	Mutual Fund	4.91 M	$62.21 M	0.07%	2026-01-31
iShares Trust-iShares Russell 2000 ETF	Mutual Fund	1.58 M	$19.98 M	0.02%	2026-01-31
Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund	Mutual Fund	1.13 M	$14.3 M	0.02%	2026-01-31
iShares, Inc.-iShares Core MSCI Emerging Markets ETF	Mutual Fund	0.85 M	$10.78 M	0.01%	2026-01-31
Fidelity Salem Street Trust-Fidelity Small Cap Index Fund	Mutual Fund	0.64 M	$8.12 M	0.01%	2026-01-31
iShares Trust-iShares Russell 2000 Growth ETF	Mutual Fund	0.57 M	$7.24 M	0.01%	2026-01-31
AB Sustbl Intl THEMATIC Fd. INC-AB Sustbl Intl Thematic Fd., Inc	Mutual Fund	0.56 M	$7.1 M	0.01%	2026-01-31
Capital Research Global Investors	Institutional	9.18 M	$116.25 M	0.14%	2025-12-31
FMR, LLC	Institutional	6.65 M	$84.22 M	0.1%	2025-12-31
Blackrock Inc.	Institutional	5.64 M	$71.42 M	0.08%	2025-12-31
Pertento Partners LLP	Institutional	4.48 M	$56.76 M	0.07%	2025-12-31
SmallCap World Fund Inc	Mutual Fund	3.55 M	$44.97 M	0.05%	2025-12-31
Samlyn Capital, LLC	Institutional	2.04 M	$25.79 M	0.03%	2025-12-31