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IDI — Investor Relations & Filings

Ticker · IDIP ISIN · FR0000051393 LEI · 96950022J37K8UHSJH76 PA Financial and insurance activities
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Filings indexed 520 across all filing types
Latest filing 2021-04-28 Annual Report (ESEF)
Country FR France
Listing PA IDIP

About IDI

https://www.idi.fr/en

IDI is a listed private equity investment company with over 50 years of experience supporting small and mid-cap companies. The firm specializes in growth capital and Leveraged Buyouts (LBOs), typically investing €25-70 million in companies valued between €10 million and €150 million. Acting as both a majority and minority shareholder, IDI partners with management teams to drive growth through strategic guidance and support for mergers and acquisitions. Its permanent investment structure, distinct from traditional funds, allows for flexible, long-term holding periods tailored to each company's needs. The firm integrates social and environmental considerations into its investment process and provides expertise in emerging markets through a dedicated subsidiary.

Recent filings

Filing Released Lang Actions
Document d'enregistrement universel 2020
Annual Report (ESEF) Classification · 1% confidence FY 2020
2021-04-28 French
Résultats annuels 2020 - ANR au 31 décembre 2020 : + 6,11% - Capitaux propres consolidés : 518 millions d’euros - Capacité d’investissement au 31 mars 2021 : 185 millions d’euros
Earnings Release Classification · 1% confidence The document is titled "Résultats annuels 2020 ANR au 31 décembre 2020" (Annual Results 2020 NAV as of December 31, 2020) and contains detailed financial performance metrics, a review of investments and divestments for the year 2020, a proposed dividend for the upcoming AGM, and comparative consolidated results tables for 2020 and 2019. The content clearly represents a comprehensive annual financial report summary, focusing on the full fiscal year performance. Although it is not explicitly labeled '10-K' (which is the SEC equivalent), in a global context, a document detailing full-year results, balance sheets, and management commentary is best classified as an Annual Report (AR) or, given the context of detailed annual performance review, the closest equivalent among the provided codes. Since '10-K' is reserved for the official US SEC filing, and 'AR' is defined as 'Standalone audit reports, applied accounting principles, and results of internal or regulatory stress tests (excluding full Annual Reports)', this document, being the full annual results summary, fits best as a comprehensive annual review. However, given the structure and content (full year results, dividend proposal, investment review), it strongly aligns with the scope of an Annual Report. Since the document is comprehensive and not just an announcement of a report (length is 7846 chars), it is not RPA/RNS. Given the options, 'AR' (Audit Report / Information) is the closest fit for a comprehensive annual financial review if '10-K' is strictly for the SEC filing, but the content is more comprehensive than just an audit report. Since the document is a full annual results summary, and '10-K' is the standard for this, I will select '10-K' as the best fit for a full annual report, assuming the provided definitions map US/Global standards, or 'AR' if '10-K' is strictly US SEC. Given the French context, 'AR' (Audit Report / Information) is often used for comprehensive annual reports when 10-K is not applicable. I will choose 'AR' as it covers comprehensive annual financial information, even if it's not strictly an audit opinion. FY 2020
2021-04-21 French
IDI, Chevrillon et l’équipe de management entrent en discussions exclusives avec HLD en vue de la cession de leur participation dans le groupe Alkan
M&A Activity Classification · 1% confidence The document is a press release dated April 19, 2021, announcing that IDI, Chevrillon, and management have entered into exclusive discussions with HLD for the sale of their stake in the Alkan group. This announcement details a potential corporate transaction involving a change in ownership and control, which falls under the category of Mergers & Acquisitions (M&A) activity or a significant corporate transaction. Based on the provided definitions, 'M&A Activity (Code: TAR)' is the most appropriate classification for an announcement regarding a takeover bid or merger proposal, even if it is an exclusive discussion leading to a sale.
2021-04-19 French
Déclaration d'actions et de droits de vote au 31.03.2021
Share Issue/Capital Change Classification · 1% confidence The document explicitly states it provides the 'Nombre total de droits de vote et d'actions composant le capital social au 31 mars 2021' (Total number of voting rights and shares comprising the share capital as of March 31, 2021). It cites French regulatory articles (Code de Commerce and AMF General Regulation). This content directly relates to the structure of the company's capital and voting rights, which is a specific disclosure requirement often related to capital changes or major shareholdings, but the core content is a formal statement about the current share count and voting rights. This fits best under 'Share Issue/Capital Change' (SHA) as it details the current capital structure, or potentially 'Major Shareholding Notification' (MRQ) if it were a change, but since it's a formal statement of the total, SHA is the most appropriate fit for capital structure reporting. Given the options, SHA covers the reporting of the total capital structure.
2021-04-09 French
Déclaration mensuelle des opérations réalisées par IDI sur ses propres titres - mars 2021
Transaction in Own Shares Classification · 1% confidence The document is a 'Formulaire type de déclaration des programmes de rachats' (Standard declaration form for share repurchase programs) from the AMF (Autorité des marchés financiers, the French financial regulator). It details monthly operations ('Opérations du mois de : Mars') related to the issuer buying back or selling its own shares, including cumulative information and a transaction log for March 2021. This directly corresponds to the definition of reporting transactions in own shares, which is classified as 'Transaction in Own Shares' (POS).
2021-04-09 French
L’IDI cède le contrôle à Siparex ETI de Groupe Winncare, et réinvestit au sein de ce leader Européen des dispositifs médicaux anti-escarres, de la prévention du risque de chute et de la perte d’autono
M&A Activity Classification · 1% confidence The document announces a significant corporate transaction: L'IDI selling its controlling stake in Groupe Winncare to Siparex ETI, accompanied by reinvestment. This involves a change in ownership structure and financing activity related to the portfolio company. Since the text details the sale, the financial multiples achieved (3.3x multiple, 22% IRR), and the subsequent reinvestment, it directly relates to capital structure changes and fundraising/divestment activities. This fits best under 'Capital/Financing Update' (CAP). It is not a standard regulatory report (10-K, IR), an earnings release (ER), or a management discussion (MDA). It is a specific corporate action announcement.
2021-04-01 French

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