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Bluefield Solar Income Fund
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.H1 2026 earnings summary3 Mar, 2026
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.
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Bluefield Solar Income Fund
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Frequently asked questions
Bluefield Solar Income Fund (BSIF) is an investment company that specializes in acquiring and managing a diverse range of low carbon assets in the United Kingdom for the long term.
The primary focus of BSIF is to target utility scale solar assets and portfolios situated on greenfield, industrial, or commercial sites. This approach is aimed at generating consistent and stable dividends over an extended period.
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