Carlyle Secured Lending (CGBD) Q2 FY26 earnings call

Carlyle Secured Lending delivered solid Q2 FY26 results, characterized by robust platform originations and strong dividend yields from its joint ventures. Despite a challenging M&A environment and a slight decline in NAV, the company actively repurchased shares and maintains a disciplined underwriting approach. Management anticipates future earnings growth and supplemental dividends as JV portfolios continue to ramp, with a strategic focus on 'old economy' sectors.