Schroders plc

Name: Schroders plc financial statements and ratios
Creator: Annalist

SDR · LSE · Financials, asset management · United Kingdom · IFRS · Fiscal year ends December

Latest report: FY2025, the fiscal year ended 31 December 2025. Snapshot FY2025_f64aa83a.

Compare with peers Excel JSON

Overview

Revenue, fiscal year

+6.0% year on year

Operating profit, fiscal year

+27.4% year on year

Net income, fiscal year

+29.4% year on year

Diluted EPS, fiscal year

+29.2% year on year

Operating margin, fiscal year

+3.5pp year on year

Return on equity, fiscal year

+2.7pp year on year

Select a figure to see the document it came from.

Key Findings

Findings for the latest fiscal year, with their history over earlier years.

Revenue for the fiscal year ended 31 December 2025 was £3.3 billion, 6.0% higher than in the previous fiscal year.
Strengthenedin FY2025 · stated since FY2023
Rule: Revenue against the previous fiscal year · Sources Annual financial report 2025-12
History of this finding, 3 records
1. FY2025 StrengthenedRevenue for the fiscal year ended 31 December 2025 was £3.3 billion, 6.0% higher than in the previous fiscal year.Recorded from FY2025_f64aa83a · data update
2. FY2024 ConfirmedRevenue for the fiscal year ended 31 December 2024 was £3.1 billion, 1.1% higher than in the previous fiscal year.Reconstructed · data update
3. FY2023 NewRevenue for the fiscal year ended 31 December 2023 was £2.9 billion, 1.6% higher than in the previous fiscal year.Reconstructed · initial
Net income attributable to the company for fiscal 2025 was £540 million, 29.4% higher than in the previous fiscal year.
Strengthenedin FY2025 · stated since FY2024
Rule: Net income against the previous fiscal year · Sources Annual financial report 2025-12
History of this finding, 4 records
1. FY2025 StrengthenedNet income attributable to the company for fiscal 2025 was £540 million, 29.4% higher than in the previous fiscal year.Recorded from FY2025_f64aa83a · data update
2. FY2024 NewNet income attributable to the company for fiscal 2024 was £417 million, 7.4% higher than in the previous fiscal year.Reconstructed · data update
3. FY2024 RetiredThe finding changed to higher than a year earlier.Reconstructed · data update
4. FY2023 NewNet income attributable to the company for fiscal 2023 was £388 million.Reconstructed · initial
The operating margin for fiscal 2025 was 20.7%, 3.5 percentage points higher than a year earlier.
Newin FY2025 · first stated
Rule: Operating margin against a year earlier · Sources Annual financial report 2025-12
History of this finding, 4 records
1. FY2025 NewThe operating margin for fiscal 2025 was 20.7%, 3.5 percentage points higher than a year earlier.Recorded from FY2025_f64aa83a · data update
2. FY2025 RetiredThe finding changed to higher than a year earlier.Recorded from FY2025_f64aa83a · data update
3. FY2024 StrengthenedThe operating margin for fiscal 2024 was 17.2%, 5.3 percentage points lower than a year earlier.Reconstructed · data update
4. FY2023 NewThe operating margin for fiscal 2023 was 22.5%, 2.5 percentage points lower than a year earlier.Reconstructed · initial
Return on equity for fiscal 2025 was 12.2%, against 9.5% a year earlier.
Newin FY2025 · first stated
Rule: Return on equity against a year earlier · Sources Annual financial report 2025-12, Annual financial report 2024-12
History of this finding, 3 records
1. FY2025 NewReturn on equity for fiscal 2025 was 12.2%, against 9.5% a year earlier.Recorded from FY2025_f64aa83a · data update
2. FY2025 RetiredThe finding changed to higher than a year earlier.Recorded from FY2025_f64aa83a · data update
3. FY2024 NewReturn on equity for fiscal 2024 was 9.5%.Reconstructed · initial

Records before FY2025 are reconstructed from the latest snapshot. Ledger: findings.json.

Credit, liquidity, earnings quality and score findings: Analysis.

Data

Source documents5 documents, latest Annual financial report for the year to 31 December 2025List

DownloadsExcel workbook · JSON

SnapshotFY2025_f64aa83a

Corporate Events

Corporate events are listed for companies whose figures come from 10-K and 10-Q filings; none are listed for this company.

Earnings, Returns and Balance Sheet

Revenue

By fiscal year, pounds sterling

Operating Profit

By fiscal year, pounds sterling

Profit Attributable to Owners of the Parent

By fiscal year, pounds sterling

Margins

By fiscal year, per cent

Returns

By fiscal year, per cent

Diluted Earnings per Share

By fiscal year, as reported

Financial Statements

Figures as filed. Select a figure for its source document and method; a small d marks a figure derived from other figures of the same report.

The statements are loading. They are also available as JSON and CSV.

Ratios

Select a ratio for its formula and the figures it uses, each with its document; (i) gives its definition.

The ratios are loading.

Analysis

Credit update

FY2025

Annual financial report for the year to 31 December 2025. Changes are against the previous report, and each figure shows its period.

0changes0thresholds crossed

Changes in This Report 0

No finding changed its state in the latest report.

Thresholds Crossed 0

No published finding crosses a threshold.

Fiscal years, with balances at each fiscal year end. Select a value for its formula and the figures it uses.

Credit MetricsLease-adjusted debt, EBITDA and cash flow on the definitions of S&P and Moody's, as far as the filings allow.

Lease-adjusted debt, EBITDA and cash flow on the definitions of S&P and Moody's, as far as the filings allow.

These ratios have no value for the figures of this company.

Method

Total debt is borrowings and lease liabilities, current and non-current, before the deduction of cash. Under IFRS 16 every lease is on the balance sheet, depreciation includes that of right-of-use assets and finance costs include the interest on lease liabilities, so no lease cost or lease interest is added.
Adjusted EBITDA adds share-based payments, and the impairment that the company reports with depreciation and amortisation, to EBIT and depreciation and amortisation. FFO deducts cash interest and cash taxes.
S&P applies its table to its own adjusted figures, which also deduct surplus cash and adjust for pensions and other items, so the band of an S&P calculation can differ.

Liquidity and MaturitiesCash and operating cash flow against debt due within 12 months, capital expenditure and dividends.

Cash and operating cash flow against debt due within 12 months, capital expenditure and dividends.

These ratios have no value for the figures of this company.

Method

Debt due within 12 months is current borrowings and current lease liabilities.
Capital expenditure and dividends of the fiscal year are taken as those of the next 12 months. Undrawn credit facilities are not included.

Earnings QualityAccruals and the cash backing of reported earnings.

Accruals and the cash backing of reported earnings.

Some of these ratios are not computed for this company, for the reason that the method below gives, and the others have no value for its figures.

Method

Not computed: the balance sheet holds the assets of the company's unit-linked life business, which back the policies of its clients, and ratios on total assets and liabilities would count them as the company's own.
Cash-flow accruals are net income attributable to the company less operating cash flow, over average total assets. Balance sheet accruals follow Sloan (1996) and total accruals Richardson, Sloan, Soliman and Tuna (2005).
Balance sheet and total accruals include the assets and liabilities that acquisitions bring in and disposals take out; cash-flow accruals exclude them.

Forensic and Distress ScoresPublished distress and misstatement models, with their original coefficients and thresholds.

Published distress and misstatement models, with their original coefficients and thresholds.

These ratios are not computed for this company; the method below gives the reason.

Method

Not computed: the balance sheet holds the assets of the company's unit-linked life business, which back the policies of its clients, and ratios on total assets and liabilities would count them as the company's own.

Source Documents

Documents of this snapshot, latest first. A report that states no date of publication carries the date on which the public index of structured annual reports added it.

Document	Date	Id
Annual financial report for the year to 31 December 2025 Search page of the FCA National Storage Mechanism	10 Mar 2026, added to the index	AFR:2138001YYBULX5SZ2H24-2025-12-31-0
Annual financial report for the year to 31 December 2024 Search page of the FCA National Storage Mechanism	15 Apr 2025, added to the index	AFR:2138001YYBULX5SZ2H24-2024-12-31-0
Annual financial report for the year to 31 December 2023 Search page of the FCA National Storage Mechanism	26 Mar 2024, added to the index	AFR:2138001YYBULX5SZ2H24-2023-12-31-0
Annual financial report for the year to 31 December 2022 Search page of the FCA National Storage Mechanism	28 Mar 2023, added to the index	AFR:2138001YYBULX5SZ2H24-2022-12-31-0
Annual financial report for the year to 31 December 2021 Search page of the FCA National Storage Mechanism	29 Mar 2022, added to the index	AFR:2138001YYBULX5SZ2H24-2021-12-31-0

Checks

2828 checks, all passed

Fiscal calendar11 passedFiscal years last 350 to 380 days, and each starts on the day after the one before. Checked at error level.

Coverage2 passedThe latest fiscal year gives total assets and a profit figure. Checked at error level.

Balance sheet identity6 passedTotal assets equal total liabilities and equity at each balance sheet date. Checked at error level.

Gross profit6 passedRevenue less cost of sales equals the gross profit that the company presents. A gross profit that differs is withheld, and so is a cost of sales that the company gives without gross profit. Checked at warning level.

Earnings per share3 passedProfit divided by earnings per share gives a number of shares in line with the other years. Checked at warning level.

Data Quality

How many values of this snapshot the checks prove, and how many Annalist derives, withholds and tracks as restated. Every company.

Values published	134
Proven by a check	26.9%, 36 values
Confirmed by a second document	0.0%, 0 values
Derived from reported figures	0.0%, 0 values
Values withheld	0
Restated figures tracked	6
Changes compared on one basis	3
Company lines mapped	0 of 0 reviewed

Citation

Annalist, Schroders plc, snapshot schroders/FY2025_f64aa83a (as of FY2025); <item label>, <period>; source <document id> (<document url>)

Snapshot FY2025_f64aa83a · dataset SHA-256 f64aa83a6dc1b7f43bb85302a781795b4d1b9c389634b25715982656fb9e8b79 · findings rules 0.4

Data: info.json · dataset.json · validation.json · documents.json