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HA Sustainable Infrastructure Capital (HASI) investor relations material
HA Sustainable Infrastructure Capital Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Executive summary
Managed assets reached $14.6 billion as of June 30, 2025, up 13% year-over-year, with a diversified portfolio and pipeline exceeding $6 billion focused on energy transition assets.
Adjusted EPS for Q2 2025 was $0.60, with GAAP EPS at $0.74, and Adjusted Recurring Net Investment Income up 25% year-over-year to $85 million.
$1 billion in new term debt was issued, $900 million in debt refinanced, and $700 million in bonds repurchased, extending maturities through 2035.
S&P upgrade provided a third investment grade rating, supporting lower cost of debt.
Portfolio consists of over 600 assets diversified by project type, operator, technology, and geography.
Financial highlights
Q2 2025 GAAP net income attributable to controlling stockholders was $98.4 million, up from $27 million in Q2 2024.
Total revenue for Q2 2025 was $85.7 million, with interest and rental income at $67.4 million, and income from equity method investments at $158 million.
Portfolio yield stood at 8.3% in Q2 2025, with new asset yields above 10.5%.
Adjusted recurring net investment income reached $85.3 million in Q2 2025, up from $67.7 million in Q2 2024.
Average annual realized loss on managed assets remained below 10 basis points.
Outlook and guidance
Guidance for compound annual growth in Adjusted EPS of 8–10% through 2027, using 2023 as the base year, was reaffirmed.
Dividend payout ratio expected to decline to 55–60% by 2027, with quarterly dividend of $0.42 per share declared.
Transaction volumes and managed assets are expected to continue growing year-over-year.
New asset yields are expected to remain above 10.5%.
Focus remains on investments with long-term recurring cash flows and attractive risk-adjusted returns.
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