Keppel Infrastructure Trust (SG:A7RU)
SGX:A7RU
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Earnings Data
Report Date
Jul 29, 2026TBA (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
―Last Year’s EPS
0.01Same Quarter Last Year
Strong Buy
Based on 4 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed a predominantly positive operational and financial picture: distributable income rose materially (+24% YoY), key business units delivered strong year-on-year FFO gains (Ixom +42%, German solar +18%), AUM is sizable (~$9.1B), and manager execution on capital recycling and the GMG acquisition positions the trust for growth in digital infrastructure. Balance sheet metrics (39% gearing, 7.6x ICR) and lower average borrowing costs support further accretive deployment of remaining divestment proceeds (~$180M) and refinancing plans. Notable risks include wind-generation variability (BKR2), lower income from Senoko post-renewal, lumpy maintenance/growth CapEx for vessel businesses, and upcoming refinancing needs — all manageable but warrant monitoring. On balance, highlights outweigh the lowlights.Company Guidance
Material Increase in Distributable Income (DI)
FY2025 DI of approximately $249.5 million (reported ~ $250M), up ~24% year-on-year; asset DI before corporate cost of $349.1 million.
Strong Unit Distribution and Yield
Declared full-year DPU of $0.0394 (H2 DPU $0.0197) with an implied yield of 8% based on year-end unit price of $0.49; total unitholder return of over 17% for FY2025.
Substantial AUM and Portfolio Scale
Assets under management of approximately $9.1 billion as at 31 Dec 2025, anchored in essential infrastructure across energy transition, environmental services, distribution & storage and digital infrastructure.
Successful Capital Recycling and Deployment
Unlocked over $300 million in net proceeds from asset divestments, deployed ~$120 million to acquire GMG (digital infrastructure), with ~$180 million of divestment proceeds remaining for redeployment.
Healthy Balance Sheet Metrics
Net gearing at ~39% and interest coverage ratio of 7.6x; consolidated debt ~ $3.2 billion; weighted average cost of debt lowered year-on-year (group 4.4%, trust 3.4%); ~72% of total borrowings hedged and ~73% of foreign income hedged.
Strong Performance from Key Business Units
Ixom FFO of $71 million, up 42% year-on-year; German solar portfolio FFO SGD 46 million, up 18% year-on-year; City Energy achieved higher FFO (~$62 million) and now represents a much larger share of portfolio DI vs 2018.
Accretive New Entry into Digital Infrastructure
Completed GMG acquisition (25 Nov 2025) and received ~SGD1 million contribution (~1 month) in FY2025; management expects the FY2026 DI run-rate to broadly annualize that contribution and to debt-fund maintenance CapEx.
Operational Resilience and Awards
Maintained stable operations across concessions (e.g., Singapore concession assets aggregated ~$52 million contribution) and received external recognition (Edge Singapore Billion Club Awards 2025 and AustCham Australia Business Alliance Award 2025).
One-off Capital Management Gain Recognized and Deployed
Recognized a divestment/divestment-related gain (cited ~$49–51 million region) from asset sales and hedge unwinds; proceeds were used to pay down trust-level debt to improve financial flexibility.
ESG Progress
Met FY2025 ESG targets across environmental stewardship, responsible business and people & community; achieved an MSCI ESG rating of A.
SG:A7RU Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
SG:A7RU Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 02, 2026 | S$0.51 | S$0.50 | -0.99% |
Oct 30, 2025 | S$0.45 | S$0.45 | 0.00% |
Jul 28, 2025 | S$0.41 | S$0.41 | -1.22% |
Feb 03, 2025 | S$0.41 | S$0.40 | -0.98% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Keppel Infrastructure Trust (SG:A7RU) report earnings?
Keppel Infrastructure Trust (SG:A7RU) is schdueled to report earning on Jul 29, 2026, TBA (Confirmed).
What is Keppel Infrastructure Trust (SG:A7RU) earnings time?
Keppel Infrastructure Trust (SG:A7RU) earnings time is at Jul 29, 2026, TBA (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
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What is the P/E ratio of Keppel Infrastructure Trust stock?
The P/E ratio of Keppel Infrastructure is N/A.
What is SG:A7RU EPS forecast?
Currently, no data Available