Total portfolio revenue (rough consol., USD) iSum of all BU revenue fields · EUR BUs converted using EUR amount ÷ 0.88 ≈ $1.14 per €1 (today's rough rate, per Irene). Approximate — not an FX-hedged or audited figure.
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Avg EBITA margin iSimple average of each BU's EBITA % field, live from BU data
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Avg NRG % iSimple average of each BU's NRG % field, live from BU data
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Avg BQR iSimple average of each BU's BQR field, live from BU data
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Portfolio investment thesis scorecard

Status is drawn from Post-Acquisition Reviews (PAR/MPAR), typically completed ~1 year after close. Theses for BUs with no PAR on file yet are shown as Pending / no PAR — treat these as too early to call, not as a negative signal. True status is confirmed as part of each BU's formal review. Click a portfolio row to expand its businesses, then click a business to see its individual theses.
Portfolio / Business Achieved Partial Not achieved Pending / no PAR Total
Portfolio Maturity Map
Tier placements sourced from QSR AI-overview slides where available · drag any card to re-tier during live discussion
Discussion: placements reflect QSR AI-data availability as of Q1/Q2 2026. To confirm with each PM. Reset to source data
Total revenue (rough consol., USD) Sum of all BU revenue fields · EUR BUs converted using EUR amount ÷ 0.88 ≈ $1.14 per €1 (today's rough rate). Approximate — not an FX-hedged or audited figure.
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Total EBITA (rough consol., USD) Sum of each BU's revenue × EBITA% · same rough EUR→USD conversion as Total revenue
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Portfolio NRG Simple average of each BU's NRG % field, live from BU data
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Avg BQR Simple average of each BU's BQR field, live from BU data
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Avg ROIC Source: Financials · return on invested capital · confirmed actuals
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Avg Current IRR Source: Financials · internal rate of return · confirmed actuals
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Portfolio filter: Applies to the chart and table below

Perseus Overview — NRG % vs. EBITA %

Year:
Bubble size = net revenue ($M) · dotted lines = average NRG/EBITA (overall, or by portfolio when filtered above) · click a bubble to trace its 2023→forecast history
Non-Auto (P1) Franchise Auto (P1) APAC & Africa (P2) Aftermarket, Repair, Other Auto (P3)
Scatter of EBITA% (horizontal) vs NRG% (vertical) per business unit, bubble sized by revenue, with portfolio average lines.

EBITA % distribution

NRG % distribution

Overview — all businesses

Click any row to open BU detail · click a column heading to sort
Business Portfolio Group RevenueSource: Financials · FY2025 NRG %Source: Financials · revenue growth EBITA %Source: Financials · FY2025 BQR %Source: Financials · recurring mix Acq. priceSource: Investment Memo · deal summary PP MultipleSource: Investment Memo ROICSource: Financials · return on invested capital Current IRRSource: Financials · internal rate of return

Portfolio metrics — all businesses ranked by Net Revenue

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Agenda & To-dos

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Document Checklist

IM · PAR/MPAR · QSR · Financials by portfolio. On file · Pending Tyler · Needed · N/A · Flag – IL follow-up · In OPE.