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Private Credit Portfolio Analysis | Muzinich BDC, Inc. Reports FY 2024 Results

  • Editor
  • Mar 27
  • 2 min read

Whats New:

Muzinich BDC, Inc. reported its FY 2024 financial results, showing growth in total assets and an increase in long-term debt compared to the previous year. The fund's total assets increased to $289.43 million as of December 31, 2024, up from $267.61 million at the end of 2023. However, the fund experienced a decrease in net asset value per share and stockholders' equity.


Portfolio Dynamics:

  • Total assets grew to $289.43 million as of December 31, 2024, compared to $267.61 million at the end of 2023.

  • Cash and cash equivalents increased to $5.13 million from $2.83 million at the end of 2023.

  • Interest receivable and other assets decreased to $110,337 from $688,711 at the end of 2023.


Investment Activity:

  • Purchases and drawdowns of investments totaled $584.43 million in 2024, up from $561.58 million in 2023.

  • Proceeds from sale, maturity, and collection of long-term investments were $567.12 million in 2024, compared to $447.96 million in 2023.

  • The fund reported unrealized losses on investments of $7.41 million in 2024, compared to $1.65 million in 2023.


Capital Structure:

  • Long-term debt (line of credit) increased to $113.21 million from $89.00 million at the end of 2023.

  • Stockholders' equity decreased to $171.84 million from $177.17 million at the end of 2023.

  • The fund's common stock value remained unchanged at $169.


Performance Profile:

  • Net asset value per share decreased to $1,016.20 as of December 31, 2024, compared to $1,047.73 at the end of 2023.

  • Net investment income increased to $19.32 million in 2024 from $15.37 million in 2023.

  • The fund reported a net income of $11.91 million in 2024, down from $13.72 million in 2023.


Risk & Quality:

  • Management fee payable decreased to $427,268 from $443,075 at the end of 2023.

  • Accrued professional fees decreased to $236,806 from $371,613 at the end of 2023.

  • The fund reported no taxes payable in 2024, compared to $548,796 at the end of 2023.


The Wrap:

Muzinich BDC, Inc. demonstrated mixed results in FY 2024, with growth in total assets and net investment income, but a decrease in net asset value per share and stockholders' equity. The fund increased its investment activity and long-term debt, while reducing certain liabilities. However, the overall performance shows some challenges, with lower net income and unrealized losses on investments compared to the previous year.


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