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FTAI Infrastructure (FIP) investor relations material
FTAI Infrastructure 16th Annual Midwest Ideas Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Strategic transformation and asset sales
Company split from aviation business two and a half years ago, simplifying its structure and focusing on infrastructure.
Four major objectives for the year were achieved: Long Ridge facility recapitalization, Repauno Phase 2 financing, HoldCo debt refinancing, and a major short line railroad acquisition.
Over the next 18–24 months, plans include selling Long Ridge, Repauno, and Jefferson assets, aiming to eliminate debt and reinvest $1–1.2 billion equity into short line railroads.
Anticipates significant transformation, with the company expected to double in value by year-end and reach $400–500 million EBITDA from railroads in two years.
Financial performance and operational highlights
Current annualized EBITDA is $184 million, with locked-in contracts and near-complete construction on key assets.
Recent refinancing reduced HoldCo interest expense from $130 million to $100 million, lowering cost of capital from 14% to 8.25%.
Acquisition of Wheeling and West Virginia Railroad is highly accretive, expected to drive EBITDA to $200 million by year-end.
Underground storage at Repauno offers significant cost and EBITDA advantages over above-ground storage, with regulatory approval expected soon.
Industry positioning and management expertise
Short line railroad market is fragmented, with 500 mostly family-owned lines; consolidation is a key growth strategy.
Management has a strong track record in short line acquisitions, with past deals yielding 3x to 10x returns.
The company is positioned as one of three major players in the short line space, alongside Genesee & Wyoming and WATCO.
Leadership includes experienced executives with proven success in rail operations and integration.
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