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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 2013-04-26 Audit Report / Informat…
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
IDI : Mise à disposition du document de référence 2012
Audit Report / Information Classification · 1% confidence The document is a French regulatory announcement titled "MISE A DISPOSITION DU DOCUMENT DE REFERENCE" (Making available of the Reference Document). It explicitly states that the 'Document de Référence 2012' (which incorporates the annual financial report, auditor reports, etc.) was filed with the AMF (Autorité des marchés financiers) and is now available for consultation on the website and at the headquarters. It also announces the upcoming Mixed General Meeting (AGM) date and a proposed dividend. Since the text is short (under 5,000 characters) and its primary function is to announce the availability of other reports (like the annual report and AGM details) rather than being the full report itself, it fits the description of a Report Publication Announcement (RPA). It also contains AGM information, but the primary action described is the publication/availability notice. FY 2012
2013-04-26 French
Document de référence 2012
Annual Report Classification · 1% confidence The document is a comprehensive 'Document de Référence' (Reference Document) for the fiscal year 2012, filed with the AMF (Autorité des marchés financiers). It contains detailed financial statements (consolidated and social), management reports, governance information, and audit reports. This structure corresponds to an Annual Report (10-K equivalent in the French market). FY 2012
2013-04-26 French
IDI : Honoraires des commissaires aux comptes
Audit Report / Information Classification · 1% confidence The document is titled "Publicité des honoraires des Commissaires aux Comptes et des membres de leur réseau" (Publication of fees for Statutory Auditors and their network members) and explicitly states it is established pursuant to Article 222-8 of the AMF General Regulation. It presents a detailed table comparing the audit and related service fees for the years 2011 and 2012 between two firms (B & A AUDIT and DELOITTE & ASSOCIES). This type of mandatory disclosure regarding auditor fees and related services, often published separately from the main annual report, falls under regulatory reporting concerning governance or specific statutory requirements. Given the options, it is a specific regulatory disclosure related to governance/audit oversight, but it is not a full Audit Report (AR), nor is it a standard Governance Report (CGR). Since it is a specific, mandated disclosure concerning the relationship with the statutory auditors, and it is not a general ESG report (SR) or a general management report (MDA), it best fits the category for specific regulatory/statutory information that isn't a primary financial statement or a general governance document. However, looking closely at the definitions, 'Audit Report / Information (AR)' covers 'applied accounting principles, and results of internal or regulatory stress tests (excluding full Annual Reports)'. While this is about auditor fees, not the audit opinion itself, it is highly specific audit-related information. If we consider the closest fit among the provided options, 'Audit Report / Information (AR)' is the most relevant category for detailed, statutory information directly concerning the statutory auditors' work and fees, distinguishing it from general governance (CGR) or management discussion (MDA). Given the context of mandatory disclosure of auditor fees, AR is the most appropriate classification among the choices provided. FY 2012
2013-04-24 French
ANR en progression de 3,6 % et dividende de 1,15 € par action - Bonne résistance du portefeuille
Earnings Release Classification · 1% confidence The document is titled 'Résultats 2012' (2012 Results) and contains detailed financial figures for the year 2012, including Net Result, Balance Sheet data, and Net Asset Value (ANR) per share. It explicitly mentions that the accounts were audited and certified by the Statutory Auditors ('Les comptes ont été audités et certifiés par les Commissaires aux Comptes'). It also discusses the proposed dividend for the upcoming General Assembly ('Il sera proposé à la prochaine Assemblée Générale du Groupe la distribution d'un dividende de 1,15 € par action'). While it contains elements of an Annual Report (10-K) due to the comprehensive nature of the results, the focus on the audited results, the specific mention of the audit, and the structure strongly suggest it is a comprehensive annual financial disclosure. However, since it is not explicitly labeled as a 10-K and focuses heavily on the audited annual performance summary, it aligns best with the comprehensive nature of an Annual Report, or potentially an Audit Report if it were just the auditor's opinion. Given the length and the inclusion of management commentary alongside the full financial tables for the year, it functions as the primary Annual Report disclosure for the period, even if it's a French equivalent. The presence of the AGM date ('L'assemblée générale annuelle des actionnaires se tiendra le 26 juin 2013') suggests it is the document preceding or accompanying the AGM, which is typical for an Annual Report (10-K). Since the document provides the full annual results and mentions the audit, 10-K is the most appropriate classification for a full annual performance review. FY 2012
2013-04-24 French
CM-CIC LBO Partners et IDI signent avec Tata Consultancy Services un protocole de cession d'Alti pour 75 M€
M&A Activity Classification · 1% confidence The document is a press release ("Communiqué de Presse") announcing a definitive agreement for the sale of the entire capital of Alti to Tata Consultancy Services for €75M. This transaction involves a change in ownership and significant corporate restructuring/financing activity related to the sale of a company. It is not a standard periodic financial report (10-K, IR, ER), an AGM material, or a management/board change announcement. It directly relates to a major corporate transaction, specifically an acquisition/divestiture. The closest fitting category among the provided options is 'M&A Activity' (Code: TAR), which covers merger proposals or takeover bids, and an acquisition/sale of a company fits this description best. It is not a general regulatory filing (RNS) because it is highly specific to M&A.
2013-04-09 French
IDI : Déclaration d'actions et de droits de vote au 31.03.2013
Share Issue/Capital Change Classification · 1% confidence The document is very short (724 characters) and explicitly states the total number of voting rights and shares outstanding as of a specific date (March 31, 2013), referencing French regulatory articles (Code de Commerce and AMF). This type of mandatory disclosure regarding the total share capital and voting rights is a specific regulatory filing requirement, often related to capital structure or shareholder information. It is not a full report (10-K, IR), an earnings release (ER), or a management change (MANG). Given the focus on the total number of shares and voting rights, it aligns most closely with general capital structure updates or mandatory regulatory disclosures. Since there isn't a perfect fit for 'Total Voting Rights Disclosure', and it is a formal regulatory notice, it falls best under the general 'Regulatory Filings' (RNS) or potentially 'Share Issue/Capital Change' (SHA). However, since it is a periodic disclosure of the *total* count rather than an announcement of a *change* (like a buyback or new issue), RNS is the most appropriate general regulatory fallback for this specific type of mandatory disclosure not covered by other specific codes.
2013-04-04 French

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