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Keppel DC (AJBU) investor relations material
Keppel DC H1 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H1 2025 earnings summary25 Jul, 2025
Executive summary
Distributable income for H1 2025 rose 57.2% year-over-year to $127.1 million, with DPU up 12.8% to 5.133 cents, supported by acquisitions and strong portfolio performance.
Portfolio optimization included major contract renewals, asset divestments, and ongoing acquisition plans in Asia and Europe.
Portfolio comprises 24 data centres across Asia-Pacific and Europe, valued at approximately $5.0 billion as of 30 June 2025.
Aggregate leverage improved to 30.0% as of 30 Jun 2025, with $898 million debt headroom.
Strategic focus remains on accretive acquisitions, portfolio optimization, and capitalizing on robust data center demand, especially from AI-related growth.
Financial highlights
Gross revenue for H1 2025 was $211.3 million, up 34.4% year-over-year; net property income rose 37.8% to $182.8 million.
Portfolio reversion for H1 2025 reached approximately 51%, with a major hyperscale contract renewal driving strong results.
Finance income increased 45.7% to $8.0 million, while finance costs decreased 5.3% to $24.5 million.
DPU declared at 5.133¢ for H1 2025, payable on September 15.
Net asset value per unit increased to $1.58 from $1.53 at end-2024.
Outlook and guidance
Market outlook for data centres remains robust, underpinned by strong fundamentals and AI-driven demand, with global demand projected to grow at a 19–22% CAGR through 2030.
Only 2.6% of contracts by rental income remain for renewal in H2 2025; strong leasing momentum expected to continue.
Management remains confident in achieving robust rental reversions, especially in Singapore and Japan, with further upside from under-rented assets.
Acquisitions in Japan, South Korea, and Europe are being actively pursued, with a focus on hyperscale opportunities.
APAC projected as the largest colocation market by 2030, with supply shortfall anticipated by 2028.
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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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