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Bain Capital Specialty Finance Inc (BCSF) (Q2 2026) Earnings Call Highlights: Solid NII Coverage Amidst Rising Non-Accruals and Strategic Leverage Management
Bain Capital Specialty Finance Inc (BCSF) reported solid Q2 2026 results, with net investment income per share covering its dividend by 105% and attractive spreads on new first-lien originations. Despite a modest decline in NAV and an increase in non-accruals, the company maintains strong liquidity and a diversified portfolio, benefiting from Bain Capital's platform. Management is reevaluating dividend …