Keppel (BN4) investor relations material

Strategic positioning and growth

• Operating as a global asset manager and operator, spanning the full investment lifecycle from fundraising to value crystallisation.

• Funds under management (FUM) reached $106B as of July 2026, with a target of $200B by 2030.

• Achieved 15% annualised ROE in 1H26 and $530M net profit for 1H26.

• Monetisation target for 2026 met with approximately $2.1B announced year-to-date and a clear plan to monetise legacy rigs.

AI-driven value creation and operational edge

• AI amplifies both asset management and operational flywheels, creating a virtuous cycle for value creation.

• Proprietary AI tools support deal sourcing, scenario analysis, and portfolio company empowerment.

• AI-driven optimisation is estimated to add 3-4% p.a. in additional returns on assets.

• Integrated ecosystem includes reliable power, advanced cooling, and digital connectivity solutions.

Sectoral focus and infrastructure expansion

• Positioned to capture AI-driven growth in energy and digital infrastructure, including data centres and subsea cables.

• Power capacity increased by 45% to 1,900 MW, with 43% contracted for three years or more.

• $29B deal flow pipeline and $12B dry powder for infrastructure and connectivity strategies.

• Integrated utilities and scalable, modular decarbonisation solutions support data centre campuses.