Burford Capital Limited Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
0.1%projected annual EPS growth
Analyst Coverage
6analysts covering
FY Revenue (est.)
$-1.3Bnext fiscal year
Monitoring Framework
Key Performance Indicators
New Definitive Commitments Annually872MTarget: Double portfolio size by 2030
Cash Receipts Annually530M
Cash and Marketable Securities Quarterly740M
Watch Items
- YPF Litigation Appeal and ArbitrationTrigger: En banc rehearing petition decision or commencement of bilateral investment treaty arbitrationAction: Re-evaluate carrying value of YPF-related assets (currently written down to $93 million) and assess potential recovery timelines.
- Debt Incurrence Covenants and Leverage RatiosTrigger: Debt-to-net tangible equity ratio exceeding senior note covenant thresholds (pro forma leverage rose following YPF write-down)Action: Monitor capacity to issue incremental debt and rely on organic cash realizations or external co-investment structures to fund growth.
Research as of 20 Jun 2026