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Investor Relations14 Oct 2025
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HICL Infrastructure (HICL) investor relations material
HICL Infrastructure H2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H2 2025 earnings summary21 May, 2025
Executive summary
Delivered resilient operational and financial performance with solid cashflow growth and disciplined capital allocation, despite macro volatility.
Completed £244m divestments, expanded buyback to £150m, and targeted over £200m new disposals to enhance the portfolio.
Growth assets now 45% of portfolio by value, achieving 11% EBITDA growth, offsetting modest PPP underperformance.
Dividend guidance reaffirmed at 8.35p for FY26 and increased to 8.5p for FY27, with cover expected at minimum 1.1x.
Portfolio remains highly diversified across sectors and geographies, with 66% UK exposure and top 10 assets representing 51% of value.
Financial highlights
NAV per share declined 3% year-over-year to 153.1p, mainly due to increased discount rates.
Annualised underlying portfolio return was 7.7%; dividend cash cover at 1.56x (1.07x excluding disposal profits).
Net debt reduced to £102.2m, with available liquidity of £441.8m and RCF extended to June 2027.
Portfolio valuation at £3.1bn, or £3.2bn including equity commitments.
Ongoing charges ratio at 1.10% (down from 1.14%), with new fee basis to reduce it to 0.95% from January.
Outlook and guidance
Dividend guidance set at 8.35p for FY26 and 8.5p for FY27, with minimum 1.1x cover targeted.
Over £200m of new divestments targeted for FY26, with expectations to achieve at least carrying value.
Embedded long-term growth supported by £450m+ capex plans to 2030, fully self-funded, and strong reinvestment pipeline.
Portfolio expected to generate a prospective 10% net return, including a 7%+ dividend yield.
Ongoing selective divestments and disciplined capital allocation to support long-term strategy.
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Next HICL Infrastructure earnings date
H1 202627 Nov, 2025
Next HICL Infrastructure earnings date
H1 202627 Nov, 2025
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Frequently asked questions
HICL Infrastructure PLC is a UK-based closed-ended investment company that focuses on investing in infrastructure projects across the United Kingdom, Eurozone, North America, and New Zealand. The company's investment strategy is centered on delivering sustainable income and capital growth through a diversified portfolio of core infrastructure investments. The company is headquartered in London, United Kingdom, and its shares are listed on the London Stock Exchange.
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