Octopus Renewables Infrastructure Trust Plc (GB:ORIT)
LSE:ORIT
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Octopus Renewables Infrastructure Trust Plc
(LSE:ORIT)
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Rating:63Neutral
Price Target:
71.00 p
▲(20.75% Upside)
Action:Reiterated
Date:03/26/26
The score is primarily tempered by weakened financial performance in 2025 (losses, declining equity, and reported free-cash-flow deterioration) despite strong solvency. Technical indicators are moderately supportive in the near term, and valuation is helped by the very high dividend yield, though the negative P/E reflects recent losses.
Positive Factors
Conservative balance sheet
Zero reported corporate debt and a large equity base provide durable solvency and financial flexibility. This reduces refinancing and interest-rate risk, supports dividend distributions and opportunistic capital deployment, and cushions the trust from asset-level volatility.
Negative Factors
Volatile profitability and NAV erosion
A sharp swing to a 2025 loss and multi-year decline in equity erode the trust's capital buffer. Persistent or recurring losses would compress distributable reserves and reduce strategic flexibility, making dividend sustainability and NAV stability more uncertain for several quarters.
Read all positive and negative factors
Positive Factors
Negative Factors
Conservative balance sheet
Zero reported corporate debt and a large equity base provide durable solvency and financial flexibility. This reduces refinancing and interest-rate risk, supports dividend distributions and opportunistic capital deployment, and cushions the trust from asset-level volatility.
Read all positive factors
Octopus Renewables Infrastructure Trust Plc (ORIT) vs. iShares MSCI United Kingdom ETF (EWC)
Market Cap
£351.37M
Dividend Yield10.37%
Average Volume (3M)1.72M
Price to Earnings (P/E)―
Beta (1Y)-0.09
Revenue Growth0.71%
EPS Growth-302.87%
CountryUK
EmployeesN/A
SectorReal Estate
Sector Strength53
IndustryAsset Management
Share Statistics
EPS (TTM)-0.04
Shares Outstanding527,576,970
10 Day Avg. Volume1,458,276
30 Day Avg. Volume1,715,972
Financial Highlights & Ratios
PEG Ratio0.05
Price to Book (P/B)0.67
Price to Sales (P/S)7.73
P/FCF Ratio9.96
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price TargetN/A
Price Target UpsideN/A
Rating ConsensusN/A
Number of Analyst Covering0
EPS Forecast (FY)0.06
Revenue Forecast (FY)N/A
Octopus Renewables Infrastructure Trust Plc Business Overview & Revenue Model
Company Description
Octopus Renewables Infrastructure Trust plc (ORIT) functions as a closed-end investment vehicle, primarily dedicated to the development and management of a diverse portfolio of renewable energy projects. The company's investment scope covers both ...
How the Company Makes Money
ORIT makes money by owning equity stakes (and, in some cases, other investment instruments) in renewable energy infrastructure projects and receiving cash distributions generated by those projects. The underlying projects earn revenue mainly from ...
Octopus Renewables Infrastructure Trust Plc Financial Statement Overview
Summary
Income Statement
44
Neutral
Balance Sheet
76
Positive
Cash Flow
57
Neutral
| Breakdown | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|
Income Statement | |||||
| Total Revenue | 42.84M | 42.54M | 42.69M | 72.25M | 36.22M |
| Gross Profit | 37.99M | 37.07M | 37.05M | 66.54M | 32.08M |
| EBITDA | -22.95M | 11.48M | 12.60M | 69.79M | 34.81M |
| Net Income | -22.95M | 11.78M | 12.70M | 69.84M | 34.79M |
Balance Sheet | |||||
| Total Assets | 496.30M | 573.17M | 602.28M | 620.18M | 579.81M |
| Cash, Cash Equivalents and Short-Term Investments | 10.78M | 11.85M | 10.01M | 10.60M | 93.95M |
| Total Debt | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Total Liabilities | 1.50M | 2.80M | 3.24M | 1.92M | 2.12M |
| Stockholders Equity | 494.80M | 570.37M | 599.04M | 618.26M | 577.69M |
Cash Flow | |||||
| Free Cash Flow | 33.24M | 42.86M | 36.91M | 29.91M | 20.30M |
| Operating Cash Flow | 33.24M | 42.86M | 36.91M | 29.91M | 20.30M |
| Investing Cash Flow | 18.30M | -577.00K | -5.58M | -83.58M | -212.52M |
| Financing Cash Flow | -52.62M | -40.45M | -31.92M | -29.67M | 198.97M |
Octopus Renewables Infrastructure Trust Plc Technical Analysis
Positive
58.80
Price Trends
60.45
Positive
57.25
Positive
56.96
Positive
Market Momentum
1.37
Negative
69.14
Neutral
89.49
Negative
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For GB:ORIT, the sentiment is Positive. The current price of 58.8 is below the 20-day moving average (MA) of 63.01, below the 50-day MA of 60.45, and above the 200-day MA of 56.96, indicating a bullish trend. The MACD of 1.37 indicates Negative momentum. The RSI at 69.14 is Neutral, neither overbought nor oversold. The STOCH value of 89.49 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for GB:ORIT.
Octopus Renewables Infrastructure Trust Plc Peers Comparison
UnderperformOutperform
Sector (65)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
73 Outperform | £474.63M | 12.29 | 44.99% | 5.73% | 10.71% | 29.94% | |
65 Neutral | $2.17B | 12.19 | 3.79% | 4.94% | 3.15% | 1.96% | |
65 Neutral | £260.13M | -8.11 | -6.58% | 8.18% | -9.72% | -25.25% | |
63 Neutral | £351.37M | -14.97 | -4.43% | 10.37% | 0.71% | -302.87% | |
51 Neutral | £29.66M | -12.59 | -22.43% | ― | ― | 41.22% | |
44 Neutral | $21.54M | -2.41 | -47.36% | 3.45% | -65.77% | 81.79% |
* Real Estate Sector Average
GB:ORIT
Octopus Renewables Infrastructure Trust Plc
66.60
-1.05
-1.55%
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Gresham House Renewable Energy VCT 1 PLC
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0.00
0.00%
GB:GSF
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GB:FSG
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424.00
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GB:RNEW
Ecofin U.S. Renewables Infrastructure Trust Plc
0.16
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GB:EGT
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51.72%
Octopus Renewables Infrastructure Trust Plc Corporate Events
Business Operations and StrategyStock BuybackFinancial DisclosuresShareholder Meetings
Octopus Renewables Infrastructure Trust wins strong shareholder backing at AGM
Positive
Jun 12, 2026
Octopus Renewables Infrastructure Trust, a diversified renewables infrastructure investor focused on European and Australian green energy assets, targets sustainable income and capital growth for shareholders while supporting the net zero transiti...
Business Operations and StrategyExecutive/Board Changes
Octopus Renewables Infrastructure Trust Announces Board Change as Non-Executive Director Retires
Neutral
Jun 12, 2026
Octopus Renewables Infrastructure Trust plc, a diversified renewables infrastructure investor listed in London, focuses on generating sustainable income and capital growth from renewable energy assets across Europe and Australia. Managed by Octopu...
Shareholder Meetings
Octopus Renewables Infrastructure Trust Sets Date and Format for 2026 AGM
Neutral
May 14, 2026
Octopus Renewables Infrastructure Trust plc has scheduled its 2026 Annual General Meeting for 12 June in London, inviting shareholders to attend in person or submit questions in advance to the board and its investment manager. Investors can also f...
Business Operations and StrategyDividendsFinancial Disclosures
Octopus Renewables Infrastructure Trust Raises 2026 Dividend Target with Q1 Payout
Positive
May 7, 2026
Octopus Renewables Infrastructure Trust plc has declared an interim dividend of 1.55 pence per ordinary share for the first quarter of 2026, payable on 29 May to shareholders on the register as of 15 May, with an ex-dividend date of 14 May. The pa...
Business Operations and StrategyFinancial Disclosures
Octopus Renewables Sees Limited Hit From UK Carbon and Tax Changes
Positive
Apr 22, 2026
Octopus Renewables Infrastructure Trust said planned UK government changes to Carbon Price Support are expected to have only a small impact on its portfolio, trimming forecast power prices for unhedged UK assets from 2028 and reducing net asset va...
Business Operations and StrategyStock BuybackDividendsFinancial Disclosures
Octopus Renewables Infrastructure Trust Holds Dividend Growth Amid NAV Decline and Launches ORIT 2030 Strategy
Neutral
Apr 2, 2026
Octopus Renewables Infrastructure Trust reported a 2.8% decline in NAV total return for 2025, despite a 5% rise in power generation, higher revenues and 3% EBITDA growth, with total shareholder return at -1.5%. The trust maintained its progressive...
Business Operations and StrategyDividendsFinancial Disclosures
Octopus Renewables Trust Lifts Dividend as Valuation Pressures Hit NAV
Neutral
Mar 24, 2026
Octopus Renewables Infrastructure Trust reported a fall in net asset value per share to 93.8p and a negative NAV total return of 2.8% for 2025, as sector-wide valuation pressures from lower power price and green certificate assumptions offset impr...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.