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3i Infrastructure (3IN) investor relations material
3i Infrastructure H2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H2 2025 earnings summary8 May, 2025
Executive summary
Achieved a total return on opening NAV of 10.1%, exceeding the 8–10% per annum target and continuing a decade-long record.
NAV per share rose to 386.2p, with a reduced net debt position and a fully covered FY25 dividend.
Set a higher target dividend for FY26 at 13.45p, up 6.3% year-over-year.
Portfolio is diversified across energy transition, digitalisation, and essential infrastructure, with controlling holdings in most assets.
Demonstrated a repeatable strategy focused on de-risking, accretive growth capex, and premium exits.
Financial highlights
Portfolio value at 31 March 2025: £3.8bn, with £432m total portfolio return in the year.
Net debt reduced to £256m, representing less than 7% of portfolio value.
Dividend per share for FY25: 12.65p; target for FY26: 13.45p, both up 6.3% year-over-year.
13% year-over-year EBITDA growth and 16% EBITDA CAGR over the last three years.
56% EBITDA growth and up to 30% NAV per share growth over the last three years, outperforming sector peers.
Outlook and guidance
Targeting a progressive annual dividend, with FY26 guidance set at 13.45p per share.
Aims to maintain a total return of 8–10% per annum over the medium term.
No significant refinancing requirements expected in the next three years.
Focus on value-accretive capex and selective new investments or share buybacks.
Portfolio positioned to benefit from megatrends in energy transition, digitalisation, and urbanisation.
How did decarbonisation efforts affect TCR?
Assess ESVAGT's growth market potential.
Explain SRL's underperformance this year.
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Next 3i Infrastructure earnings date
H1 20267 Nov, 2025
Next 3i Infrastructure earnings date
H1 20267 Nov, 2025
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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.
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