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International Public Partnerships Limited (INPP) investor relations material
International Public Partnerships Limited H1 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H1 2025 earnings summary4 Sep, 2025
Executive summary
NAV per share rose 2.8% to 148.7p for H1 2025, marking the first increase in nearly three years, driven by strong portfolio performance and asset realisations at a premium to NAV.
Portfolio comprises 141-140 investments across nine OECD countries, diversified into regulated assets, PPP projects, and operating businesses.
Dividend growth of at least 2.5% per annum since inception, with targets of 8.58p for 2025 and 8.79p for 2026, and fully cash-covered dividends expected to continue for at least 20 years.
Share buybacks and selective divestments have returned capital to shareholders, with up to £200m targeted by March 2026 and £90m repurchased to date.
Strong ESG integration, with significant contributions to SDGs, net zero initiatives, and robust sustainability reporting.
Financial highlights
NAV per share increased by 2.8% to 148.7p as of 30 June 2025, with NAV at £2.7bn and profit before tax of £142.6m for H1 2025.
Dividend yield exceeds 7% with a 1.1x cash dividend cover and ongoing charges ratio reduced to 1.12%.
Total return for H1 2025 was 5.7%, including dividends paid of 4.19p per share.
Portfolio return supported by £6.7m in new investments and £106.7m in distributions.
Annualised NAV total return since IPO: 7.0%.
Outlook and guidance
Dividend targets set at 8.58p per share for 2025 and 8.79p for 2026, maintaining a 2.5% annual growth rate, with projected cash receipts supporting the policy for at least 20 years.
Dividend payments transitioned from semiannual to quarterly, providing smoother income streams.
Enhanced capital return programme with up to £200m in buybacks by March 2026.
Pipeline includes a £250m commitment to Sizewell C and preferred bidder status on Moray West OFTO.
No need for additional investments to meet current return projections; disciplined reinvestment only for strategic opportunities.
Quantify new investment return premium over buybacks
Expected value uplift from OFTO license extensions?
Detail Tideway's protections from Thames Water issues
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Next International Public Partnerships Limited earnings date
H2 202526 Mar, 2026
Next International Public Partnerships Limited earnings date
H2 202526 Mar, 2026
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Frequently asked questions
International Public Partnerships Limited is a Guernsey-based closed-ended investment company focused on providing its investors with stable, long-term, inflation-linked returns. The company achieves this through a diversified portfolio of infrastructure assets and businesses that meet societal and environmental needs. It operates in various sectors, including energy transmission, education, transport, health, courts, wastewater, police, and military housing, with investments in the United Kingdom, Australia, Europe, North America, and other parts of the world. The company is headquartered in Saint Peter Port, Guernsey, and its shares are listed on the London Stock Exchange.
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