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Keppel Infrastructure Trust (SG:A7RU)
SGX:A7RU
Singapore Market

Keppel Infrastructure (A7RU) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Jul 29, 2026
TBA (Confirmed)
Period Ending
2026 (Q2)
Consensus EPS Forecast
Last Year’s EPS
0.01
Same Quarter Last Year
Moderate Buy
Based on 3 Analysts Ratings

Earnings Call Summary

Q4 2025
Earnings Call Date:Feb 02, 2026|
% Change Since:
|
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
Management guided that KIT will prioritize DI/DPU continuity and accretive acquisitions (energy transition, digital infrastructure, environmental solutions) while using remaining divestment proceeds (~$180m) plus debt headroom and a $239m undrawn committed RCF to fund opportunities; key metrics disclosed include FY25 DI $249.5m (+24% YoY) and asset DI before corporate costs $349.1m, H2 DI $130.1m (+21% YoY) and H2 asset DI $199m, FY25 DPU $0.0394 (H2 DPU $0.0197) implying an 8% yield on the year‑end $0.49 unit price, AUM ~S$9.1bn, net gearing ~39%, ICR 7.6x, consolidated debt ~S$3.2bn, group WACD 4.4% (trust 3.4%), ~73% of foreign income and ~72% of borrowings hedged, GMG contributed ~S$1m (one month) and will be annualized in FY26, segment FFOs included City Energy $62m, transition assets $124m, German solar S$46m (+18% YoY), Ixom $71m (+42% YoY), Ventura $23m and Environmental Services $52m, one‑offs/divestments included ~S$49m FY25 divestment gain (~S$27m H2) and an AGPC refinancing gain ~S$51m, and management expects to complete early refinancings (Ixom committed) and to evaluate refinancing for ~S$330m of trust‑level debt maturing in FY26.
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.

Keppel Infrastructure (SG:A7RU) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

SG:A7RU Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Jul 29, 2026
2026 (Q2)
- / -
0.01
Feb 02, 2026
2025 (Q4)
- / <0.01
0.009-44.44% (>-0.01)
Oct 30, 2025
2025 (Q3)
- / -
-0.004
Jul 28, 2025
2025 (Q2)
- / 0.01
-0.004350.00% (+0.01)
Feb 03, 2025
2024 (Q4)
- / <0.01
0.01-10.00% (>-0.01)
Oct 14, 2024
2024 (Q3)
- / -
0.008
Jul 26, 2024
2024 (Q2)
- / >-0.01
0.008-150.00% (-0.01)
Jan 30, 2024
2023 (Q4)
- / 0.01
-0.0011100.00% (+0.01)
Nov 02, 2023
2023 (Q3)
- / <0.01
0.001500.00% (<+0.01)
Jul 26, 2023
2023 (Q2)
- / <0.01
0.001700.00% (<+0.01)
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$0.53S$0.52-0.95%
Oct 30, 2025
S$0.47S$0.470.00%
Jul 28, 2025
S$0.42S$0.42-1.18%
Feb 03, 2025
S$0.42S$0.42-0.95%
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