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Keppel DC
Keppel DC (AJBU) investor relations material
Keppel DC Q1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2026 earnings summary16 Apr, 2026
Executive summary
Distributable income for 1Q 2026 rose 20.7% year-over-year to $74.6 million, with distribution per unit up 13.2% to 2.833 cents.
Gross revenue increased 18.4% year-over-year, driven by acquisitions and contract renewals, partially offset by a divestment.
Portfolio occupancy remained high at 95.6% as of 31 March 2026, with a weighted average lease expiry (WALE) of 6.5 years.
Portfolio consists of 25 data centres across 10 countries, with assets under management of approximately $6.3 billion.
Financial highlights
Gross revenue for 1Q 2026 was $120.96 million, up from $102.18 million in 1Q 2025.
Net property income rose 19.4% year-over-year to $105.17 million.
Finance costs increased 20.8% due to new acquisition loans.
Distributable income and DPU both saw double-digit growth year-over-year.
Outlook and guidance
Data centre demand remains robust, supported by structural drivers such as AI workload growth.
Limited first-order impact expected from Middle East conflict, with power procurement contracts in place through end-2026.
Operators are increasingly using asset recycling and platform-level capital solutions to fund expansion.
Drivers behind the 51% portfolio rent reversion
Status of Guangdong Data Centres loss allowances
Second-order risks from the Middle East conflict
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Latest events from Keppel DC
- Distributable income surged 55.2% with record DPU and strong portfolio growth in FY2025.AJBU
Q4 202512 Apr 2026 - Distributable income up 57.2% YoY, with strong growth, improved leverage, and robust demand.AJBUH1 202530 Oct 2025
- Distributable income rose 55.5% and DPU increased 8.8% year-over-year, with strong portfolio metrics.AJBUQ3 202524 Oct 2025
- DPU up 6.1% q-o-q, with high occupancy and Tokyo DC 1 acquisition boosting growth.AJBUQ3 202413 Jun 2025
- Profit after tax surged on divestment gain, despite lower distributable income.AJBUH1 202413 Jun 2025
- Distributable income up 59.4% YoY, driven by acquisitions and robust portfolio performance.AJBUQ1 20256 Jun 2025
- DPU and profit soared as portfolio value climbed 34.1% on strong data centre demand.AJBUH2 20245 Jun 2025
Next Keppel DC earnings date
Q2 202616 Jul, 2026
Keppel DC
Next Keppel DC earnings date
Q2 202616 Jul, 2026
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