)
CapitaLand Investment (9CI) investor relations material
CapitaLand Investment Q1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Fee-related revenue rose 10% year-over-year to S$310M, driven by strong listed funds growth and disciplined execution in a challenging market.
S$2.5B in total equity was raised across listed and private funds, with S$7.2B deployed and S$3.4B divested during the period.
Portfolio repositioning and asset quality anchored performance, with selective acquisitions and divestments enhancing income resilience.
Financial highlights
Fee-related revenue reached S$310M (+10% YoY), underpinned by listed funds; total revenue was S$487M.
Recurring fee streams continued to anchor earnings, with listed funds management up 14% YoY and private funds management up 58% YoY.
REIB revenue declined 14% YoY due to the exit of the Synergy platform and divestments.
Operating cash flow was S$289M, up from S$255M in 1Q 2025.
Outlook and guidance
Uncertain market conditions are expected to moderate the pace of capital raising and deployment.
Focus remains on high-conviction themes: Lodging & Living, Logistics & Self-Storage, and Real Estate Credit, especially in resilient markets like Singapore, Japan, and Australia.
Inflation-driven cost pressures may impact asset operations, reinforcing the need for ongoing portfolio optimization.
- FUM up 7% to S$125B, 6% profit growth, but China losses cut total PATMI 70%.9CI
Q4 202511 Feb 2026 - Fee-related earnings up 8% and S$1.7B divested, driving growth despite market headwinds.9CI
H1 20242 Feb 2026 - Targeting S$200B FUM by 2028 with fee-based growth, global expansion, and capital efficiency.9CI
Status Update12 Jan 2026 - PATMI up 165% to S$479M, FUM at S$117B, and 18-cent dividend proposed.9CI
Q4 20247 Jan 2026 - Lower earnings and revenue offset by strong fee income, capital deployment, and growth outlook.9CI
Q2 202523 Nov 2025 - Fee-related revenue up 7% YoY, strong fundraising, and successful CLCR listing drive growth.9CI
Q3 20256 Nov 2025 - Surpassed divestment goals, grew fee income, and expanded lodging and fund management platforms.9CI
Q3 2024 TU13 Jun 2025 - Resilient fee growth and disciplined capital deployment position CLI for expansion amid global volatility.9CI
Q1 20256 Jun 2025
Next CapitaLand Investment earnings date
Next CapitaLand Investment earnings date
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
)
)
)
Frequently asked questions
Explore our global coverage