Edison issues report on Patria Private Equity Trust (PPET)

London, UK, 10 July 2026

Edison issues report on Patria Private Equity Trust (PPET)

Edison issues report on Patria Private Equity Trust (LSE: PPET)

Following a robust 10.6% NAV total return in FY25, Patria Private Equity Trust (PPET) reported a moderate 3.1% NAV total return for H126 (ending March 2026) against a challenging backdrop. The Middle East conflict drove energy prices sharply higher and reignited inflationary pressures, contributing to renewed market volatility and a further slowdown in private equity exit activity. Alongside this, the sell-off in listed software stocks in February 2026 weighed on PPET’s software portfolio valuations, even as underlying earnings remained robust. The share price total return of 5.5% outpaced the NAV total return of 3.1%, reflecting a modest narrowing of the discount to NAV from 34.4% to 33.1%, supported by continued accretive buybacks. Over the long term, PPET’s performance remains strong, with a 10-year NAV total return of 13.4% per year.

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