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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
GCP Infrastructure Investments
GCP Infrastructure Investments (GCP) investor relations material
GCP Infrastructure Investments H1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H1 2026 earnings summary11 Jun, 2026
Executive summary
NAV at 31 March 2026 was £829 million, with a market cap of £600 million at period end and £630 million currently.
Portfolio is primarily invested in renewables (57–60%), social housing (15%), and PPP/PFI sectors (28%), with 47 investments valued at £850.6 million.
Dividend target of £0.07 per share reaffirmed, with £0.035 per share paid in the period.
Profits for the period were £17 million, materially higher than the prior period due to fewer negative revaluations.
No new investments made; £8.7 million advanced to existing borrowers and £17.6 million in loan repayments.
Financial highlights
Net assets at 31 March 2026 were £828.9 million, down from £848.7 million at 30 September 2025.
Total income for the period was £24.2 million, generating £17 million profit.
Dividend coverage was 0.97x, with £29.2 million dividends paid and £28.4 million adjusted earnings.
Total shareholder return for the period was 5%; NAV total return since IPO is 192%.
10.2 million shares repurchased, returning £7.6 million to shareholders; over £50 million returned via buybacks to date.
Outlook and guidance
Ongoing pipeline of £200 million in disposals, with £100 million expected to complete by mid-July.
Dividend target of £0.07 per share maintained.
Continued focus on recycling capital, reducing exposure to supported living and merchant electricity prices, and maintaining NAV above £750 million.
Capital returned from disposals will be used for buybacks or new investments, depending on share price discount to NAV.
Further updates on disposals anticipated in coming weeks.
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Latest events from GCP Infrastructure Investments
- NAV per share fell to 101.40p, with a 7.0p dividend and 9.9% yield amid active capital recycling.GCP
H2 2025 - Strong dividend, reduced leverage, and robust shareholder return amid portfolio rebalancing.GCPH2 2024
- Profit declined year-over-year, but shareholder returns and dividend targets were maintained.GCPH1 2024
- Profit fell sharply, but dividends and capital returns were maintained amid portfolio rebalancing.GCPH1 2025
Next GCP Infrastructure Investments earnings date
H2 202611 Dec, 2026
GCP Infrastructure Investments
Next GCP Infrastructure Investments earnings date
H2 202611 Dec, 2026
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Frequently asked questions
GCP Infrastructure Investments Limited is an investment company primarily focused on opportunities within the UK's infrastructure sector. Its investment strategy centers on assets that deliver essential services to the public and private sectors, including but not limited to, projects in education, healthcare, housing, and renewable energy. The company aims to provide investors with regular, sustainable dividends while preserving capital. Its portfolio may comprise investments in projects with long-term, public sector-backed revenues, including Private Finance Initiative (PFI), Public-Private Partnership (PPP) projects, and other infrastructure projects in the UK. The company is headquartered in St. Peter Port, Guernsey, and its shares are listed on the London Stock Exchange.