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Keppel DC
Keppel DC (AJBU) investor relations material
Keppel DC Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary30 Jan, 2026
Executive summary
Achieved record distribution per unit (DPU) of 10.381 cents for FY2025, up 9.8% year-on-year, the highest since listing in 2014, with distributable income rising 55.2% to $268.1 million, driven by accretive acquisitions and strong portfolio performance.
Assets under management increased to approximately $6.3 billion, up 26% year-on-year, supported by acquisitions in Japan and Singapore.
Portfolio optimization included $1.1 billion in acquisitions and $0.2 billion in divestments, with a focus on hyperscale data centres.
Included in the Straits Times Index from June 2025 and received awards in Singapore, Ireland, and for governance, investor relations, and sustainability.
Financial highlights
Gross revenue grew 42.2% year-on-year to $441.4 million, and net property income increased 47.2% to $383.3 million.
Portfolio valuation increased 25.6% year-on-year to $6.1 billion, mainly from acquisitions and valuation uplift in Singapore.
Portfolio occupancy remained high at 95.8% with a weighted average lease expiry of 6.7 years.
Portfolio reversion for FY2025 was about 45%, with 2% in 4Q25.
Rental income from hyperscalers rose to 69.3% as of December 31, 2025, up from 61.1% a year ago.
Outlook and guidance
Global growth expected to ease to 2.6% in 2026; data centre demand projected to grow at 19.4% CAGR from 2025–2029, outpacing supply.
Demand for data centres is expected to remain robust, powered by cloud adoption and AI workloads, despite a slowing macroeconomic environment and cautious monetary policy.
Average cost of debt expected to trend down to 2.7% in 2026.
6.4% of contracts by rental income due for renewal in 2026, with positive rent reversions expected.
Focus remains on high-quality, accretive acquisitions in established data centre hubs.
GV7/Cardiff: How to align with hyperscale strategy?
China asset: When positive contribution expected?
Acquisition criteria for hyperscale strategy?
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Frequently asked questions
Keppel DC REIT is a real estate investment trust (REIT) specializing in data center properties. The REIT's investment portfolio is diversely spread across data centre assets primarily, alongside other real estate and assets vital for the digital economy. Its strategic investment approach encompasses a mix of colocation, fully-fitted, and shell and core data centre assets, as well as debt securities.
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