)
Bluefield Solar Income Fund (BSIF) investor relations material
Bluefield Solar Income Fund H1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Strategic partnership with GLIL advanced to phase three, supporting capital recycling and growth, including the sale of a 25% stake in a 250MW portfolio and addition of 183 MW of development assets.
Acquisition of 249 MW of solar assets in North East England completed, expanding the development pipeline to over 1.2 GW of consented sites.
Formal sale process announced in November 2025 remains ongoing, with strong interest from potential bidders and ongoing due diligence.
Success in AR7 auctions, securing over 200 MW, and progress on a 2.9 GW development pipeline.
Total shareholder return for the period was -24.9%, with a total return of -3.65% due to share price decline and lower NAV.
Financial highlights
Gross asset value stands at £1,191.7m as of December 2025, down from £1,271m in FY25.
NAV per share declined to 107.80p at 31 Dec 2025 from 116.56p at 30 Jun 2025, mainly due to dividend payouts, lower power prices, and increased discount rate.
Operational cash flow for H1 FY26 was £37.2m; full-year expected slightly below FY2025's £95.3m.
Dividend target for FY26 set at 9.00p per share, with a yield exceeding 12% at year-end.
Total return to shareholders since IPO stands at 107%, with £407m in dividends paid or announced.
Outlook and guidance
Dividend guidance for the full year set at 9.00p per share, with distributions fully covered by underlying earnings.
Ongoing monitoring of discount rate adjustments and policy changes, including ROC/FIT indexation to CPI from April 2026, expected to reduce NAV by ~2%.
Continued focus on leveraging the development pipeline, strategic partnerships, and high proportion of fixed, inflation-linked revenues, with 68% of revenue fixed out to 2035.
Board expects continued challenges in capital raising due to persistent share price discount to NAV.
Strategic Review and Formal Sale Process ongoing, with a narrowed list of bidders and further updates expected.
- Transitioning to a self-funded growth model with strong cash flow and high fixed revenues.BSIF
H2 2025 - Dividend yield rises to 8.3% as strong fixed revenues and asset sales drive future growth.BSIF
H2 2024 - NAV and earnings declined, but dividend yield and capital discipline support future stability.BSIF
H1 2025
Next Bluefield Solar Income Fund earnings date
Next Bluefield Solar Income Fund earnings date
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.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.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.Quartr MCP connects your AI environment to 17K+ public companies
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
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
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
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
)
)
)
)