)
)
Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
3i Infrastructure
3i Infrastructure (3IN) investor relations material
3i Infrastructure H1 2027 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H1 2027 earnings summary10 Nov, 2026
Executive summary
H1 total return was £166m, or 4.5% of opening NAV; NAV per share rose to 416.4p from 405.2p at 31 March 2026.
Portfolio return was £201m, supported by 12.3% like-for-like EBITDA growth in the 12 months to June 2026.
Total income and non-income cash increased 61% YoY to £195m; the FY27 dividend target is 14.30p per share, up 6.3%.
Financial highlights
NAV was £3,841m at 30 September 2026; portfolio assets were £3,558m after TCR’s sale, versus £4,285m at 31 March 2026.
Total income was £103m and non-income cash receipts were £92m, including a £92m Joulz distribution.
Portfolio value gains were £74m, led by FLAG, Infinis and Joulz; total portfolio return was £201m including income and allocated FX hedging.
Total comprehensive income was £166m versus £258m in H1 FY26; EPS was 18.0p versus 28.0p.
Total shareholder return exceeded 20% over six months; the share price ended September at a 5% discount to NAV.
Outlook and guidance
On track for the FY27 total return target of 8%–10% p.a. and dividend target of 14.30p per share, expected to be fully covered by net income.
Interim dividend of 7.15p per share is payable 11 January 2027; ex-dividend date is 26 November.
Priorities include value-accretive portfolio capex, returns above target and developing a pipeline of new investments; capital recycling is expected to continue.
Infinis targets 274MW of solar capacity in operation in 2027; ESVAGT expects an active SOV tender pipeline from next year.
Partial view of Summaries dataset, powered by Quartr API
AI can get things wrong. Verify important information.Research faster. Power your platform.
Latest events from 3i Infrastructure
- 11.4% FY24 return exceeded target as £400m+ of growth capex fueled portfolio expansion.3IN
H2 2024 - Record TCR exit, 8.5% NAV return, and strong EBITDA growth drive higher FY27 dividend target.3INH2 2026
- TCR exit and new investments drive strong returns and resilience despite DNS:NET write-down.3INStatus update
- 7.4% NAV return, 18% income growth, and TCR-led performance; dividend target on track.3INH1 2026
- 5.1% total return, premium exits, and higher dividend drive strong portfolio growth.3INH1 2025
- 10.1% total return and strong dividend growth highlight robust portfolio performance.3INH2 2025
Next 3i Infrastructure earnings date
H2 202711 May, 2027
3i Infrastructure
Next 3i Infrastructure earnings date
H2 202711 May, 2027
AI chat
Ask anything. Verify everything.
Ask across every event and document from public companies. Each answer links back to the exact line in the transcript, slide or filing it came from.Learn moreFind what matters
AI across all first-party IR material. Live calls, transcripts, slides, filings.)
Trust every finding
50m+ first-party documents. Every output traceable to its source.Find what matters
AI across all first-party IR material. Live calls, transcripts, slides, filings.Trust every finding
50m+ first-party documents. Every output traceable to its source.Automations
Zero in on what matters
Define the prompt once. It runs the moment a company publishes or on a schedule you set. Outputs map to the exact signals you choose.Learn more)
Event-triggered research
Runs when a company publishes new material. Trigger on the first published document for the earliest possible run, or wait for a specific one.)
Scheduled research
Runs on a recurring cadence you set. Daily, weekly, monthly, or quarterly, for aggregate reads across a period rather than a single event.Event-triggered research
Runs when a company publishes new material. Trigger on the first published document for the earliest possible run, or wait for a specific one.Scheduled research
Runs on a recurring cadence you set. Daily, weekly, monthly, or quarterly, for aggregate reads across a period rather than a single event.Live audio & transcripts
Be first
Join any earnings call live in one click, with no manual registration. Follow the transcript as it happens and jump straight to the moments that matter.Learn more)
Live earnings calls
Join any call in one click. The audio keeps playing while you work elsewhere in Quartr.)
Live transcripts
Speaker-by-speaker, in real time. Searchable across every live and historical call.Live earnings calls
Join any call in one click. The audio keeps playing while you work elsewhere in Quartr.Live transcripts
Speaker-by-speaker, in real time. Searchable across every live and historical call.Quartr MCP connects your AI environment to 17K+ public companies
Pull live transcripts, filings, and slides into Claude or Codex via MCP. Combine Quartr's global IR data with any other dataset. Run agentic research and monitoring.
Included with Quartr Pro at no extra cost.Learn more
Quartr's AI stands out because it only pulls clean, first-party data from public companies. In investing, that's everything.
Jamie Ross
Investment Manager, GAM Investments
GAM
GAM
Research that used to take hours now takes seconds with Quartr Pro. Tracking shifts in tone or extracting tables, it's as simple as typing a query.
Tom O'Hara
Investment Director
Ciena
Ciena
Before Quartr we spent hours manually compiling insights through the peer earnings cycle. Now, these tasks are done faster, with greater precision.
Gregg Lampf
VP of Investor Relations
Protean
Protean
Being able to ask specific questions across years of transcripts and reports and instantly get verified answers is a game-changer.
Pontus Dackmo
CEO & Investment Manager
)
)
Frequently asked questions
3i Infrastructure plc is a Jersey-incorporated open-ended investment company and an approved UK Investment Trust listed on the London Stock Exchange that invests for the long term in unquoted infrastructure projects. The Company’s purpose is to invest responsibly in infrastructure and to maximise the value of its investments through best-in-class management and expert governance, while minimising illiquidity and transaction costs.